Trident Advisors

Joseph Paul is President and CEO of Trident Advisors, where he uses his 40+ years of investment advisory experience to help clients reach their financial goals. Joe has built Trident Advisors on the belief that the client always comes first, and it is our job to exceed client expectations in everything we do.

Joe began his financial services career in 1980 as a trainee with Smith, Barney, Harris, Upham Inc. In early 1986, Joe accepted a position with Drexel Burnham Lambert in Jenkintown, PA. While at Drexel, he began to focus his efforts on the fee-based advisory business because he felt that the presence of commissions presented a conflict of interest between his goals and those of his clients. Long before fee-based advisory accounts were the norm in the investment business, Joe embraced the transparency and fairness of the approach that placed the objectives of the client as the focus of the relationship and rewarded the advisor for bringing value instead of selling products.

Jennifer is a 15-year veteran in the financial services industry, bringing excellent qualifications and a level of enthusiasm that embodies Trident’s focus on exceeding client expectations. Her experience and unique skill set enable her to oversee Trident’s operational capabilities and seamlessly execute our back-office strategy.

Jennifer has been part of our Trident Advisors team for over 10 years. She is licensed as a Series 7 General Securities Representative as well as a Series 63 Uniform Securities Representative. Jennifer supervises the processing and management of new and current client accounts. This includes financial planning, accounts receivables and distributions, class action settlements, database management, performance reporting, trade processing, account reconciliation and servicing clients’ general day-to-day requests. Prior to joining Trident Advisors, Jennifer worked for 5 years as a Regional Retirement Wholesaler for Ascensus, formerly BISYS Retirement Services. Jen’s tenure at Ascensus allowed her to develop a comprehensive understanding of retirement plans and ERISA regulations.

Matthew Prybella brings more than a decade of investment management experience to Trident Advisors and is the newest member of the Trident team. His client-centered approach is built on establishing trust to deliver Trident’s customized portfolio management strategies aligned with each client’s goals and objectives. Matt believes that the initial client meeting is the foundation of a successful advisory relationship, providing the insight needed to understand each client’s unique circumstances and develop an appropriate asset allocation strategy. He is passionate about partnering with clients through every stage of life, helping them navigate changing financial needs while working toward long-term success.

As an AVP and Portfolio Manager, Matt specializes in risk-based portfolio construction, investment management, and delivering informed perspectives on the financial markets and economy. He focuses on optimizing client outcomes through tax-efficient investment strategies and comprehensive wealth management solutions. As a licensed Series 65 Investment Adviser Representative, Matt adheres to a strict fiduciary standard, placing his clients’ interests at the forefront of every recommendation and decision. Before joining Trident Advisors, Matt spent 18 years with First National Bank of Newtown, including the last 13 years in wealth management as an Assistant Vice President and Portfolio Manager. During his tenure, he managed $300 million in assets for individuals, nonprofits, small businesses, endowments, and trusts.