Our Team

Our Team

Charles Hoffmann

Financial Advisor

Charlie is president and chief executive officer of Portin Hoffmann Financial Group, Inc. (PHFG). Founded in 1946 by Alvin A. Portin, PHFG is a full-service financial advisory practice, specializing in the financial needs of small business owners, professionals, and their businesses.

Philosophy
Charlie has been in the financial management business for more than 22 years. From his days as an analyst in the pharmaceutical industry to his current responsibility for the day-to-day management of the financial dreams of his clients, Charlie has been steadfast in his vision for helping people with their money. His longstanding belief is that his job is more keeping people from making wrong decisions than finding the ever-elusive diamond in the rough. He clearly understands that, while his clients know how to make money, his responsibility is to help make their money work.

In addition, Charlie has a unique hands-on knowledge of the small business owner. Prior to PHFG, he co-founded a marketing research firm, which Charlie and his partners sold to a Fortune 500 company and had the opportunity to deal with tremendous growth, incredible change, and financial challenges similar to those we see every day.

Certifications and Education

  • Register Representative and Investment Advisor Representative of Commonwealth Financial Network®, a Registered Investment Advisor
  • Accredited Investment Fiduciary® (AIF®)
  • FINRA Series 7, 63, 65, and 24 securities registrations
  • Holds life, health, and annuity insurance licenses
  • MBA in finance from Drexel University, Lebow School of Business, with a concentration in investments
  • BS in geology with minors in math and physics from the University of Pittsburgh

Personal
While balancing his passion for his work and active athletics such as cycling, Charlie is a dedicated husband to Laurie. They enjoy cooking, gardening, and hanging out together with their dog Abbie. Charlie is also the proud father of two children, Ben and Alexa. They reside less than three miles from the office in Dresher, Pennsylvania.

Peter Hoffmann

Chief Investment Officer

As chief financial officer and investment analyst for Portin Hoffmann Financial Group, Peter helps create and provide portfolio design and management for individuals and small business owners. He is responsible for more than 250 households across the mid-Atlantic region.

History
Peter has been in the financial services industry for more than 15 years. Prior to becoming a partner of PHFG, he spent four years with Smith Barney in Pittsburgh, Pennsylvania. This gave him a unique prospective of working in a large Wall Street firm. Deciding to move closer to his original roots in Philadelphia, Peter teamed up with his brother, Charles Hoffmann, and launched an investment arm of a long-standing life insurance firm. Since that time, the company has experienced exceptional growth despite operating in one of the most challenging periods ever in the history of the stock market.

Certifications and Education

  • Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser
  • FINRA Series 7, 63, 65 and 24 securities registrations
  • Holds life, health, and annuity insurance licenses
  • Alumnus of the University of Pittsburgh; bachelor's degree in economics

Personal
Peter's commute to work is a short one: he resides in Fort Washington, Pennsylvania, with his wife, Staci, and three children, Samuel, Olivia, and William.

Jonathan Jenkins

Research Analyst

As a research analyst, Jonathan Jenkins helps research, design, and implement personalized portfolios for our individual clients. Jon collaborates with our advisors to review client asset allocation, assist in developing portfolio models, and participate in our investment strategy team. He also interacts with clients on all matters of service needs, such as income distribution plans, retirement plan services, and portfolio rebalancing. In addition, Jon helps in financial planning analysis with the financial advisors.

History
Jon is a recent graduate from Saint Joseph’s University, graduating with a degree in finance and economics with a concentration in quantitative economics. During his time at Saint Joseph’s, Jon was president of the Finance Society, treasurer of the Economics Society, a member of the Economics Honors Society, and a senator for the University Student Senate.

Previously, Jon interned at LGL Partners, a wealth management firm that focuses on high-net-worth individuals, as a hedge fund analyst intern, where he did investment reviews on hedge funds. Jon also participated in the Saint Joseph’s University Summer Scholars research program, where he worked with Dr. Christian Pardo to look at ticket price fluctuations in the secondary ticket markets using economic models.

Certifications

  • CFA® Level 2 Candidate