Decades of combined success and experience

Clients of Penn Davis McFarland benefit from the diverse backgrounds and unique skill sets of our professionals and staff. Included among the firm’s professional backgrounds are traditional and alternative investment management and research, trust administration, private banking and family office portfolio management.

Our team’s broad-based experiences and credentials provide a high level of expertise that allows us to better serve all of our clients’ needs.

R. Van Ogden
R. Van Ogden, CFA
Jeffrey W. Helfrich
Jeffrey (Jeff) W. Helfrich, CFA
Charles L. Norton
Charles L. Norton, CFA
Robert E. Felty
Robert E. Felty
Stacy L. Wulf
Stacy L. Wulf
Kenni L. Hamilton
Frances (Fran) D. Jenkins

Founding Principals

Fred Penn, John Davis, and John McFarland founded the firm in 1977 with the dream of earning the trust of high net-worth individuals and families, helping turn their money into wealth that sustains their families for generations.

That passion burns today just as it has for over four decades. Penn Davis McFarland is about combining a disciplined and consistent approach to investing with exceptional service to create success for our clients.

We are proud to carry on that tradition today with multiple generations from the families of our founders’ original clients.


Registered Investment Advisor - Since 1977

Discretionary Asset Management

Discretionary Asset

Equity Investments

Equity and Fixed
Income Investments

Family Office Services

Family Office