LORETTA MANNING, CPA

Loretta is a Manager at Cover & Rossiter providing services to individual tax clients, investment advisory services, family limited partnerships and corporate trust. She joined Cover & Rossiter in 1996, following eight years of diversified accounting experience in both public and private firms as an accountant and controller.

Loretta is currently providing tax and accounting services to Cover & Rossiter clients as well as investment advisory services and personal financial services to clients of FirstAdvisor, LLC, a registered investment advisory firm and subsidiary of Cover & Rossiter.  She also is employed as accountant and treasurer to three local Delaware Investment Holding Companies which are in the paper and equipment construction industry.  Loretta also serves as the finance committee chair and is a director for the Delaware Psychological Association of Delaware.

Loretta earned a Bachelor of Science degree in Accounting from Eastern College and received her CPA certificate from Pennsylvania in 1989 and is also registered in Delaware. She has passed the Series 65 Exam which permits her to provide investment advisor representative services through FirstAdvisor, LLC.  Loretta is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

While at Cover & Rossiter, Loretta has established a reputation for excellent service to clients. She is adept at reengineering processes to enable greater effectiveness and productivity for the firm and its clients.  She also has strong investment accounting skills which enable her to work on some of the areas larger family limited partnerships, trusts and Delaware Investment Holding Companies. 

Loretta enjoys spending time with her family and friends, being outdoors, reading, attending charity walk-a-thons and coordinating the firm’s adopt-a-family program during the holiday season.

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