About Aurdan Capital
Our purpose is to empower our clients to achieve their life and organizational goals and to secure their financial futures through comprehensive advice, wealth planning and investment management services.Our mission is to provide customized investment strategies and exceptional investment performance tailored for our clients specific needs.
Co-Founder
(484) 254-1940ehildenbrand@aurdancapital.com
Eric is Co-Founder of Aurdan Capital Management. He has 18 years of experience in Portfolio Management and providing personal and business clients with strategies for wealth management needs. Eric is a member of the investment committee helping determine strategic and target asset allocation for clients.
Prior to joining Aurdan, Eric was a partner, and a member of the Private Wealth Team at Coho Partners, and was a portfolio manager at Haverford Trust Company where he was responsible for developing and implementing appropriate asset allocation and investment strategies for new and existing clients. During his tenure at Haverford Trust, he was a contributing member of the investment selection committee providing fundamental/quantitative research.
Eric graduated from Siena College with a Bachelor of Science in Finance. He is a CFA® charterholder, and serves as a board member of the Main Line Chamber Foundation and is a past president and board member of the Philadelphia Estate Planning Council.
Eric and his wife, Lauren, live with their three children in Berwyn, PA. Eric enjoys coaching his kids in sports, playing golf and staying active in the community by volunteering through the Main Line Chamber Foundation.
Co-Founder
(484) 254-1939smills@aurdancapital.com
Steve is Co-Founder of Aurdan Capital Management. He has over 20 years of experience in providing guidance and wealth management strategies for individual and non-profit clients. Steve is a member of the investment committee helping determine strategic and target asset allocation for clients.
Prior to joining Aurdan, Steve was a partner and a member of the Private Wealth Team at Coho Partners. Prior to Coho, Steve was the Chief Investment Officer for the Green Family Foundation and Family Office. During this time, Steve served on the investment committee for Firstrust Financial Resources, providing assistance with economic and market conditions, asset allocation, and assisting with portfolio construction. Steve has also held senior and supervisory positions as Portfolio Strategist with First Foundation Advisors, and wealth advisor with BNY Mellon Wealth Management, The Bessemer Trust Company, and The Haverford Trust Company.
Steve graduated from The United States Military Academy at West Point and served honorably as a Captain the United States Army. After the military, he earned his JD and MBA from Villanova University, and also holds the Certified Fixed Income Practitioner (CFIP) designation. Steve has also served as a board member for the Alzheimer's Association Orange County Chapter and the West Point Societies of both Philadelphia and Los Angeles.
Steve and his wife, Rebecca, live with their children in Bala Cynwyd, PA. Steve enjoys playing golf, skiing, and spending time at the beach.
Co-Founder
(484) 254-1941rstiles@aurdancapital.com
Rob is Co-Founder of Aurdan Capital Management. He has over 25 years of experience in the financial services industry and is responsible for strategic direction of the company, client relationships and marketing initiatives. Rob and his team counsel individuals, families, business owners and nonprofit organizations in all facets of investment management, strategic advice and wealth planning.
Prior to joining Aurdan, Rob was a Vice President and the Director of Endowment and Foundations for The Haverford Trust Company, a local investment management firm. During his tenure at Haverford, he led the development and growth of the firm's nonprofit and private wealth businesses.
Rob began his professional career with SEI Investments, a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. At SEI, Rob worked closely with investment advisors, institutional investors and affluent individuals where he provided comprehensive investment and wealth planning solutions.
Rob graduated from Wesley College with a Bachelor of Science in Business Management and Minor in Accounting. He currently serves as a board member for Living Beyond Breast Cancer. He is a member of the Professional Advisors Council for the Foundation for Delaware County and a member of the Corporate Advisory Council for the Museum of the American Revolution.
Rob currently resides in West Chester, PA with his wife and three children. In his spare time, he enjoys taking family vacations at his home in Naples FL, coaching youth sports, fishing and is an avid golfer.
Partner, Client Relations
rdittmar@aurdancapital.comRoseann joined Aurdan Capital in 2024 after eight years at Coho Partners. She is responsible for client service and investment operations support. Roseann has more than 20 years of experience in the financial industry and is a partner of the firm.
Prior to that, Roseann was employed by BNY Mellon where she was a Senior Client Services Associate responsible for fund accounting for mutual fund clients. Prior to BNY Mellon, she spent eight years at Scotia Institutional Investments where she provided support to all business areas including compliance, marketing, accounting, and administration. She began her career in the industry with Constellation Funds Group.
Roseann graduated from Philadelphia University with a Bachelor of Science degree in Accounting.
Investment Analyst
smccaffrey@aurdancapital.comSam joined Aurdan Capital in 2024, after working for two years at Coho Partners. He supports the team in investment and client-relations capacities and is a member of the investment committee. He has seven years of experience in the financial industry.
Prior to that, Sam was a research analyst at Lincoln Investment Planning for five years. His responsibilities included performing manager research and evaluating and monitoring ETF products for potential inclusion in portfolios.
Sam received a Bachelor of Science degree in finance from The Pennsylvania State University, and is a CFA® charterholder.