Talking money is scary.But, InvestEd's here to help.

Our team

InvestEd has over 75 years of collective financial investment and advisor experience, with roots in sound money management for high-net worth clients. We’re Maryland Registered Investment Advisors who come from all over the world, and are dedicated to changing the face of financial advising. We believe in the fiduciary standard of putting client's interests first and avoiding potential conflicts-of-interest. In addition, InvestEd relies on old-school wisdom combined with new-school technology, and the free flow of financial information, to help all people reach their long-term goals.
Patrick Volk, Lead Advisor Patrick Volk, Lead Advisor
Patrick Volk Lead Advisor

Patrick Volk has spent his 25 years in the investment and financial planning fields working with Major Investment firms and as a Registered Investment Advisor. He fulfilled various roles within the industry, from managing portfolios for high net worth individuals to executive counseling. He also spent a significant amount of time as a seminar presenter. He has presented hundreds of seminars for multiple fortune 500 companies as well as for the Federal Reserve Board and Federal Reserve Banks.

Patrick graduated from Siena College in Loudonville NY with a BA in Economics. He resides in Ashburn VA with his wife and five children. Patrick is avid moviegoer and enjoys history, reading and spending time with his family.

Steve Hsin, Vice President and CFO
Steve Hsin

Vice President and CFO

Steve holds a MS in Finance from the University of Baltimore, and has worked in the investment industry for close to 20 years. He's fluent in English and Mandarin, and conversant in several Chinese dialects. He's worked in Taiwan and the United States, and is an expert in global financial markets. He has been awarded the RFC certification from the International Association of Registered Financial Consultants organization. Steve believes in the importance of a healthy lifestyle, and when he's not crunching numbers, can be found lifting weights and pedaling a bike across Maryland.

Allison Pescatore, Lead Strategist and Marketing Manager
Allison Pescatore Lead Strategiest and Marketing Manager

Allison has a BS in Communications and Public Relations from Boston University, and an MBA from Loyola University Maryland. She's worked in various B2C industries including publishing, beauty, and real estate. Allison lives in the Canton neighborhood of Baltimore City where she can be found dining al fresco or heading to a yoga class.

Tai Young Lee, Founder and CEO
Tai Young Lee

Founder and CEO

Dr. Tai Lee holds the Series 65 Investment Advisor License, and has served as a corporate executive for a large South Korean conglomerate, as well as an associate professor in the United States. He holds a law degree from Seoul National University, a Ph.D. in Economics from Indiana University, and has completed graduate level studies in International Relations and Business Economics at the University of Pennsylvania and Indiana University. As a first generation Korean-American, Dr. Lee is passionate about advising and educating minority small business owners on how to manage their wealth.

Genti Cici, Advisor
Genti Cici Advisor

Genti has over 10 years experience as an Investment Strategist and Financial Analyst. He is a CERTIFIED FINANCIAL PLANNER™ Professional, holds the Series 65 Investment Advisor license and is a member of the CAIA Association. Genti has an MBA in Finance from the University of Baltimore and speaks fluent Albanian and is conversant in Spanish and Italian. He has a passion for exploring different cultures, traditions, and customs, and has set foot on 20 countries, and plans to double that in the next 10 years.

Joy Weems, Admin & Marketing Coordinator
Joy Weems Admin & Marketing Coordinator

Joy Weems has a B.A in Marketing from the College of Notre Dame of Maryland. She has worked in supportive roles within the IT, journalism, sales and non-profit sectors. When she is not working, she enjoys volunteering, staying healthy & active through sports and gym sessions, tending to her natural hair goals and finding new things to do in the city.

Kenny Lee, Marketing Director
Kenny Lee Marketing Director

Kenny has 10 years of marketing experience, most recently at Apple, Inc. His work spans digital, video, photo, and print, and includes strategic planning, creative direction, and content production. He's worked around the world on iPhone and iPad marketing projects. His previous experience includes work as a mechanical engineer, an IT consultant, and an indie filmmaker. He holds a B.S. from Cornell University, and an MBA from MIT-Sloan. Having grown up in Maryland (but living in California), he still dreams of bushels of blue crabs and weekends on the shore.

Kurt Ciliberto, Lead Designer
Kurt Ciliberto Lead Designer

With over 15 years of experience and a background in classic graphic design, Kurt's work spans from branding and editorial design to art direction and styling. Equal parts eccentric and creative, he channels his relentless passion into realizing InvestEd’s vision and mission. His strategic insight and creative flair—coupled with an honest and meticulous personality—drive Kurt’s goal to reclaim brand authenticity. In his spare time he can be found on the beaches of Long Island where he lives with his wife and two young sons.

Michael Lee, COO
Michael Lee

COO

Michael graduated from the University of Pennsylvania with a B.S. in Electrical Engineering in 1994. After years working with independent musicians and M&A attorneys, he found his passion is helping to create and build innovative businesses.

Tiffany McGinnis, Human Resources and Accounting
Tiffany McGinnis Human Resources and Accounting

Tiffany has a B.S in Business Administration, Accounting from Rowan University. She has worked in the accounting industry, focusing on business formation and taxation for the last 13 years. Tiffany is originally from Southern New Jersey and resides in Harford County with her husband. In her free time, she enjoys reading and traveling.

How we do it

Accounts are safely enrolled in your name

All accounts are safely enrolled in your name.

Betterment's top rated robo advising

We use Betterment's top rated robo advising, passive investment platform

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Your positive exerience helps us spread the word

We count on your positive experience to spread the word.

The InvestEd relationship with Betterment

InvestEd has an exclusive partnership with Betterment that combines sound financial advice with flexible custodial services. Betterment is one of the world’s leading online financial management websites, with more than $2.3B in assets and more than 95,000 customers. They provide a secure, trusted site to manage your money, plus mobile apps for iOS and Android.

The Numbers

For InvestEd and Betterment services, there is a .95% annual fee. Once your Betterment account is active and funded, no action is required on your end–your fees will automatically be deducted every year. In addition, when you use betterment.com, your money is invested in a fully diversified index-fund portfolio, which carries 12 exchange-traded funds. These ETFs are some of the lowest cost funds in the industry, with an annual fee between .09% and .17% each, depending on your allocation.

Meet Us

Schedule your free, no obligation consultation with one of our advisors GET STARTED

Our Office

InvestEdOfficeBuilding.jpg
visit
345 North Charles Street
Baltimore, Maryland 21201
hours Monday - Friday
9:00am to 5:00pm
contact
(410) 469-9532
info@mdinvested.com