LHT Consultants is an independent, fee-based, registered investment advisor, serving individuals, families and businesses. LHT ensures that policies, portfolios, and allocations adhere to your stated objectives and goals so you can put your worth into action.
LHT's partners have over 20 years experience working in an analytical capacity, identifying and evaluating investment ideas in both the private and public sectors. LHT is not affiliated with any broker-dealer, allowing us to offer a conflict-free approach to our clients' investment, business, and estate planning strategies. We understand life is about more than just the worth of your portfolio; it is about getting to a point of doing something worth your while.
Phone: 609 • 314 • 0397
Kevin Roche is founder and CEO of LHT Consultants. Kevin has been an Investment Professional for over 15 years and has been in the financial services for over 20 years.
Before launching LHT Consultants, Kevin was a Portfolio Manager and Analyst for 15 years at Penn Capital Management. When Kevin first joined Penn Capital, he was responsible for analyzing both credits and equities. He rose through the ranks and managed the construction of both fixed income and equity portfolios as well as ran the day-to-day operations. Most recently, Kevin was Senior Portfolio Manager for the firm’s Bank Loan strategy, running both separately managed accounts and the style’s mutual fund. He was also a member of the firm’s credit committee, which helped develop the strategic outlook for the firm’s fixed income products. Prior to Penn Capital, Kevin was a Senior Analyst with LPL Financial-where he conducted manager due diligence for large cap equity and fixed income products for over 14,000 advisors- and worked at Fidelity Investments in their institutional and retirement companies.
Kevin received his Bachelor of Arts degree from The Catholic University of America in Washington, D.C. and his Masters of Business Administration from Babson College in Wellesley, MA. Outside of work, he has served as President for the Haddonfield Memorial High School’s Rowing Team and is a member of the Advisory Board for the Community Foundation of South Jersey.
Phone: 443 • 838 • 3243
Tom Stephens is the Chief Operating Officer (COO) of LHT Consultants.
Tom has over 30 years of experience as an Investment Professional, almost all in institutional research sales. He was a founding member of the Equity Capital Markets Group at Wunderlich Securities, leaving as a Managing Director in 2017. In his career, Tom has headed Institutional Sales at Wunderlich and Tucker Anthony and was a Managing Director at Wunderlich, Schwab-Soundview and Washington Research Group.
Throughout his career, Tom has worked with numerous types of institutional investors, including mutual funds, pension funds, independent money managers, hedge funds, and trust departments. His work with his clients accommodated investment styles ranging across the spectrums of value to growth and small cap to large cap.
Tom earned his BA from Georgetown University and is currently based in Maryland, where he lives with his wife and raised his daughter. Throughout his life, Tom has maintained active participation and interests in motor sports and equestrian pursuits.
President, Director of Research
Phone: 609 • 969 • 8304
Jason Detzi is President and Director of Research of LHT Consultants. Jason has been an Investment Professional for nearly 20 years.
Prior to joining LHT Consultants, Jason was a Senior Partner and Analyst with Penn Capital Management for 14 years, and led the firm's credit and equity investments in a variety of sectors. Jason was also a member of the Portfolio Management team that was responsible for the Small Cap funds as well as Co-Portfolio Manager of the Penn Capital Distressed Fund. Before Penn Capital, he was a Managing Partner of McQuade, Vallilo & Partners, a proprietary trading firm with a focus on derivatives, index options and futures. Jason was also a proprietary trader with The Timber Hill Group, once a subsidiary of Interactive Brokers, LLC. Jason comes to LHT with substantial experience in conducting bottoms up credit and equity analysis and managing credit and levered equity portfolios, as well as an array of key relationships with management teams, investment banks, and financial advisors. In addition to Jason’s extensive investment experience in equity and fixed income products, he has significant experience in marketing to individuals and institutional investors.
Jason received his Bachelor of Arts degree from The Pennsylvania State University and is currently based in Washington, D.C. where he lives with his wife.