Top Financial Advisors in Greater Pittsburgh Area
Andre Weisbrod
Founding and Managing Member
Greater Pittsburgh Area
Founding and Managing Member
President & CEO
Financial Advisor
Product Manager
Young Life Institute (in conjucntion with Fuller Seminary)
Mt. Lebanon High School
Ohio University
Recommendations: 13
Public Speaking
Investments
Strategic Planning
Asset Managment
Venture Capital
Entrepreneurship
Portfolio Management
New Business Development
s****[email protected]
a*****@sfamoney.com
Kevin Jordan
Agent Management & Talent Management
Greater Pittsburgh Area
Agent Management & Talent Management
Independent Financial Advisor
Director of Product Management
Key Accounts Director
Regional Sales Manager
Six Sigma BlackBelt | Independent Business Development Consultant
Microbiology Technology Sales Developer/Manager, Microbiology Business
Senior Sales Territory Manager
Account Manager
Strategic Account Manager
University of Phoenix
University of Phoenix
Recommendations: 9
Strategy
Leadership
Product Management
Product Development
Business Development
Six Sigma
Management
Process Improvement
k****[email protected]
Douglas Smith
Investment Advisor Representative
Greater Pittsburgh Area
Investment Advisor Representative
Registered Representative
President & Financial Advisor
Registered Representative
Associate
Member Service Representative
Licentiate/Minister
College for Financial Planning
Westminster Theological Seminary
Grove City College
Grove City High School
Recommendations: 6
s****[email protected]
Nancy Schmidt-Moulen
Branch Financial Sales consultant II
Greater Pittsburgh Area
Branch Financial Sales consultant II
Self employed
Financial Advisor
UBSR/Financial Advisor
AVP Branch and Business development manager
Financial planner, Manager financial planning assistants
Series 7
Nmls
PA Insurance License
ABA
NIBE
The Netherlands
Recommendations: 3
New Business Development
Sales Management
Account Management
Banking
Mortgage
Credit
Customer Service
Cross Selling
b****[email protected]
David Graswick
Major Account Manager
Greater Pittsburgh Area
Major Account Manager
Owner
Territory Sales Manager
Sr. Applications Sales Manager, Customer Experience Cloud Solutions
Vice President of Sales
Director of Global New Client Sales
Director of North American Sales
National Sales Representative
Manager, VAR Relations
Financial Advisor
Service Delivery Representative
West Virginia University
Shaler
Recommendations: 2
Enterprise Software
Cloud Computing
SaaS
Salesforce.com
Networking
Account Management
CRM
Strategic Partnerships
d****[email protected]
Jeffrey Majersky
District Manager
Greater Pittsburgh Area
District Manager
District Manager
Senior Financial Advisor
Recommendations: 1
Series 7
Fixed Annuities
Retirement Planning
Series 63
Series 6,7,65,26,24,53
Working with Retirement...
Work with Employee...
401k
j****[email protected]
TONY DEFILIPPO
President
Greater Pittsburgh Area
President
Owner
Financial Advisor
Consultant for Numerous Federal and State Housing Programs
Duquesne University
Recommendations: 1
Managing Processes
Energy Management
Energy
Energy Efficiency
Energy Conservation
Energy Rebates
Federal Energy Tax Deuctions (179d)
Commodity management
t*****@chrislynnenergy.com
Sidney Moats
Recruitment Specialist
Greater Pittsburgh Area
Recruitment Specialist
CEO
Founder- Chairman
CEO
Financial Advisor
Penn State University
Recommendations: 1
Negotiations Specialist
Sports Coach
Scholarship Evaluations
Fundraising Coordinator
Sales Specialist
Minor League Scout
Sports
Social Media
e****[email protected]
Natalie Schmid
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Financial advisor
Brown University
Blair Academy
Ridgewood High School
Recommendations: 0
Series 7
n****[email protected]
Timothy Williamson
Regional Vice President
Greater Pittsburgh Area
Regional Vice President
AVP Associate Regional Sales Representative
Internal Wholesaler
Financial Advisor Intern
Saint Michael's College
Universidad de Salamanca
Recommendations: 0
Microsoft Office - Excel, Powerpoint, Word
Morningstar
CRM - Salespage
Series 63
Series 7
Series 6
Mutual Funds
Uniform Combined State Law
t****[email protected]
Brian Liptak, CFP®
Senior Trust Officer
Greater Pittsburgh Area
Senior Trust Officer
Financial Advisor
University of Pittsburgh
Duquesne University
Recommendations: 0
b****[email protected]
Patrick Levendusky
Vice President, Advisor Consultant
Greater Pittsburgh Area
Vice President, Advisor Consultant
Internal Sales Consultant
Financial Advisor
Miami University
Recommendations: 0
Separately Managed Accounts
Series 7
Mutual Funds
Series 65
Asset Allocation
Series 63
ETFs
Alternative Investments
p****[email protected]
Ken Scheer
Vice President Financial Advisor
Greater Pittsburgh Area
Vice President Financial Advisor
Resident Director/Financial Advisor
Grove City College
Recommendations: 0
k****[email protected]
Micah Kelley, CRPC®
Partner
Greater Pittsburgh Area
Partner
Financial Advisor, CRPC
Intern
Indiana University of Pennsylvania
Recommendations: 0
Retirement Planning
Wealth Management
Estate Planning
Financial Planning
Investments
College Education Planning
Small Business Financial Planning
Family Finances
m****[email protected]
Mac Mathison
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Media Buying/Planning Intern
Intern
Customer Service Manager
University of Pittsburgh
University of North Carolina at Wilmington
Recommendations: 0
t****[email protected]
David Galardini
Financial Advisor, First Vice President-Wealth Management
Greater Pittsburgh Area
Financial Advisor, First Vice President-Wealth Management
University of Arizona
Recommendations: 0
d****[email protected]
Mike Schneck
Partner
Greater Pittsburgh Area
Partner
Chairman
Long Snapper
Associate
Long Snapper
Associate
Long Snapper
Associate
Financial Advisor
University of Wisconsin-Madison
Recommendations: 0
m****[email protected]
Skylar Riddle
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Financial Advisor
Customer Service Agent
Sales Consultant
Penn State
Recommendations: 0
r****[email protected]
Anthony R. Cafardi
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Financial Specialist II
Mortgage Professional
Broker/Owner
Sales Agent/REO specialist
University of Pittsburgh
Robert Morris University
Recommendations: 0
Real Estate
Mortgage Banking
REO
Loan Origination
FHA
Loans
Residential Mortgages
Investment Properties
a****[email protected]
Kurt Kharouf
Senior Vice President - Financial Advisor
Greater Pittsburgh Area
Senior Vice President - Financial Advisor
Senior Vice President - Senior Financial Advisor
Indiana University of Pennsylvania
Recommendations: 0
Mutual Funds
Wealth Management
Retirement Planning
Alternative Investments
Series 7
Investment Advisory
Fixed Income
Series 63
k****[email protected]
David Nardiello
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Head of Corporate Bond Trading for Australia & New Zealand
Oil and Gas
Strategy Consultant
Engineering Intern
Purdue University
Mt. Lebanon High School
Recommendations: 0
d****[email protected]
Derek Jancisin
Financial Advisor, Vice President
Greater Pittsburgh Area
Financial Advisor, Vice President
Columbia University
Recommendations: 0
d****[email protected]
James Berquist
Owner
Greater Pittsburgh Area
Owner
Financial Advisor
Financial Advisor
Registered Representative
Columbia University in the City of New York
Recommendations: 0
Estate Planning
Investments
Real Estate Development
Investment Properties
Private Equity
Asset Managment
Buyer Representation
Small Business
j****[email protected]
Kurt A. Skasik, CRPS®
Financial Advisor, CRPS®
Greater Pittsburgh Area
Financial Advisor, CRPS®
Branch Manager
Apprentice
College for Financial Planning
West Virginia University
Garrett College
Recommendations: 0
401K rollovers
Portfolio Reviews
Business Retirement Plans (401k,403b,457b,DB,Profit-sharing,SEP IRA,Simple IRA)
Traditional IRA
Roth IRA
Education Savings
Individual Stocks
Estate Considerations
k****[email protected]
Shannon Sharrer, ChFC
ChFC, Vice President Financial Advisor
Greater Pittsburgh Area
ChFC, Vice President Financial Advisor
American College of Financial Services
Indiana University of Pennsylvania
Recommendations: 0
Portfolio Management
Wealth Management
Investments
Insurance
Financial Risk
High Net Worth Individuals
Series 7
Asset Management
s****[email protected]
Chad Aitken
Owner
Greater Pittsburgh Area
Owner
Broker
Financial Advisor
CFO and Investment Management
Financial Consultant/Broker
Ashland University
Pennsylvania State University-Penn State Beaver
Recommendations: 0
i*****@aitkenresearch.com
Dennis Gump
Investment Representative
Greater Pittsburgh Area
Investment Representative
Financial Advisor,CSNA
Financial Advisor
Licensed financial consultant
Washington and Jefferson College
Canon-McMillan High School
Recommendations: 0
d****[email protected]
Keith Colonna, CFP®
Vice President, Portfolio Management Director, Financial Advisor
Greater Pittsburgh Area
Vice President, Portfolio Management Director, Financial Advisor
Technical Specialist, Rigid Packaging Division
Senior Buyer, Mechanical & Process Equipment
Plant Mechanical Engineer
Mechanical Engineer
Minnesota State University, Mankato
Grove City College
Blackhawk High School
Recommendations: 0
k****[email protected]
k****[email protected]
Joshua Ryan Powell
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Financial Specialist
Financial Advisor
Independent Investment Advisor
Creighton University's Heider College of Business
Youngstown State University
Recommendations: 0
j****[email protected]
Grant Abrams
North Hills Complex Manager, Pittsburgh Market
Greater Pittsburgh Area
North Hills Complex Manager, Pittsburgh Market
Area Sales Manager
Regional Banking Consultant
Financial Advisor
Indiana University Bloomington
Recommendations: 0
Investments
Finance
Financial Advisory
Risk Management
Investment Strategies
Retirement Planning
Leadership
Sales
g****[email protected]
Jamie Roach
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Penn State University
Recommendations: 0
j****[email protected]
Jeffrey Genkinger
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Internal Wholesaler
Robert Morris University
Recommendations: 0
Investments
Separately Managed...
Series 7
Strategic Financial...
Mutual Funds
Uniform Combined State...
Alternative Investments
ETFs
j****[email protected]
Jesse Tatterson
Financial Advisor VP
Greater Pittsburgh Area
Financial Advisor VP
Licensed Financial Sales Consultant II
Sales Manager
Malone University
Recommendations: 0
j****[email protected]
Darren Hucko, CFP®, RICP®
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
West Virginia University
Recommendations: 0
d****[email protected]
Adam V. Pacek
Participant Account Representative
Greater Pittsburgh Area
Participant Account Representative
Financial Advisor
Staff Manager
Territory Sales Representative
The American College
Recommendations: 0
Retirement Planning
Retirement
Life Insurance
Fixed Annuities
Disability Insurance
Sales Management
Term Life Insurance
Cold Calling
a****[email protected]
Conor McKenzie
Financial Advisor at Janney Montgomery Scott LLC
Greater Pittsburgh Area
Financial Advisor at Janney Montgomery Scott LLC
Financial Advisor
Contract Manager
Operations Officer
Motor Transport Officer
Battle Captain
United States Naval Academy
Recommendations: 0
Business Development
Leadership
Logistics
Management
Government
Program Management
Engineering
Military Operations
c****[email protected]
Anne Werth
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Lake Erie College
Fox Chapel Area High School
Recommendations: 0
Fixed Annuities
Mutual Funds
Long Term Care Insurance
Variable Annuities
Life Insurance
a****[email protected]
a****[email protected]
Dave Colamarino
Account Manager
Greater Pittsburgh Area
Account Manager
Credit and Finance Administrator
Sales Consultant
Sales Representative
Financial Advisor
Registered Client Associate
Marketing Representative
Duquesne University
Clarion University of Pennsylvania
Recommendations: 0
Account Management
Marketing
Sports
Sales
Customer Service
Direct Sales
Selling
Strategic Planning
d****[email protected]
Heather Bonomi
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Agency Recruiter Director
Carlow University
University of Pittsburgh
Recommendations: 0
Insurance
Retirement Planning
Retirement
Disability Insurance
Marketing
Wealth Management
Portfolio Management
Pensions
h****[email protected]
RC Freedman
Branch Manager/ Financial Advisor
Greater Pittsburgh Area
Branch Manager/ Financial Advisor
Mercyhurst College
Recommendations: 0
r****[email protected]
Sarvey Canella
CERTIFIED FINANCIAL PLANNER™ Practitioner
Greater Pittsburgh Area
CERTIFIED FINANCIAL PLANNER™ Practitioner
Financial Advisor
Financial Planner
Duquesne University
Duquesne University
Linsly
Recommendations: 0
Retirement Planning
Securities
Wealth
Financial Planning
Wealth Management
Estate Planning
Risk Management
Asset Management
s****[email protected]
s****[email protected]
Ryan Sharrer
Vice President, Financial Advisor
Greater Pittsburgh Area
Vice President, Financial Advisor
Indiana University of Pennsylvania
Recommendations: 0
s****[email protected]
Carol K. Lampe, CFP®
Financial Advisor and Principal
Greater Pittsburgh Area
Financial Advisor and Principal
Financial Advisor, Independent
Financial Advisor, Independent
Financial Advisor, Independent
Financial Advisor
Certified Financial Planner Board of Standards, Inc.
Carnegie Mellon University
University of Pittsburgh
Recommendations: 0
Retirement Planning
Investments
Investment Advisory
Strategic Financial Planning
Wealth Management
Asset Allocation
c****[email protected]
Mark Ament
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Business Development Manager
The College for Financial Planning
Penn State University
Recommendations: 0
a****[email protected]
m****[email protected]
C. Barry
Associate Vice President, Financial Advisor
Greater Pittsburgh Area
Associate Vice President, Financial Advisor
University of Pittsburgh
Recommendations: 0
s****[email protected]
James Lange, JD, CPA
Financial Advisor that combines Tax, Roth IRA Conversion, Investment, & Estate Planning Strategies
Greater Pittsburgh Area
Financial Advisor that combines Tax, Roth IRA Conversion, Investment, & Estate Planning Strategies
Roth IRA Expert & Advisor to Financial Advisors Speaks All Over the U.S.
Personal Finance Expert Gives You Access to the Top IRA Experts on the Lange Money Hour Radio Show
Estate Planning Expert Creates Meaningful Solutions Using His Signature Cascading Beneficiary Plan
Duquesne University School of Law
Penn State University
Allderdice High School
Recommendations: 0
Strategic Financial Planning
Roth IRA
Securities
IRAs
Insurance
Retirement
Estate Planning
Estate Tax Planning
j*****@paytaxeslater.com
Justin Binion
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
California University of Pennsylvania
Recommendations: 0
Event Planning
Social Media
Event Management
Social Networking
Marketing
Sports Marketing
Sales
Customer Service
j****[email protected]
Frank D'Amico MBA, CIA
Lead Compliance Reviewer
Greater Pittsburgh Area
Lead Compliance Reviewer
Compliance Reviewer
Consultant/Trainer
Internal Auditor
Internal Auditor Intermediate
Medicare Provider Auditor
Customer Service/ Technical Advisor
Sales Audit Analyst
Financial Advisor
University of Phoenix
University of Pittsburgh
North Catholic High School
Recommendations: 0
Internal Audit
Internal Controls
Analysis
Accounting
Management
Auditing
Revenue Cycle
Leadership
f****[email protected]
Jeanine Guzzardi, CFP®
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Wealth Strategy Associate
Registered Associate-Financial Planning Associate
Operations Manager-Vice President
Branch Administrator -Assistant Vice President
Pennsylvania State University
Dale Carnegie
L'Institute Universataire De Technologie
Recommendations: 0
j****[email protected]
Dean Mackin
Chief Executive Officer
Greater Pittsburgh Area
Chief Executive Officer
Financial Advisor
Towson University
Carnegie Mellon University
Recommendations: 0
GIS
Community Development
Civil Engineering
Feasibility Studies
Microsoft Office
Strategic Planning
Municipalities
Land Development
d****[email protected]
d****[email protected]
Josh Dopirak
Vice President, Financial Advisor
Greater Pittsburgh Area
Vice President, Financial Advisor
Financial Advisor
Allegheny College
Lafayette College
Recommendations: 0
j****[email protected]
Edward Moeller
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
California University of Pennsylvania
Recommendations: 0
i****[email protected]
Joshua ChFC®
Financial Advisor, Vice President
Greater Pittsburgh Area
Financial Advisor, Vice President
Specialist- Sentinal Early Warning Radar
Financial Advisor
Duquesne University
Ohio University
US Army Air Defense Artillery School- Fort Bliss, TX
Recommendations: 0
j****[email protected]
John Skender
Founder
Greater Pittsburgh Area
Founder
Real Estate Agent
Registered Representative
Financial Advisor
Intern
Allegheny College
Pine-Richland High School
North Allegheny High School
Recommendations: 0
Real Estate Development
Foreclosures
Sellers
Finance
Real Estate Transactions
Market Analysis
Construction
Investors
j****[email protected]
Dusty Thompson
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Agent-Owner
Virginia Polytechnic Institute and State University - Pamplin College of Business
Recommendations: 0
Life Insurance
Fixed Annuities
Term Life Insurance
Long-term Care
Disability Insurance
Retirement Planning
Insurance
Health Insurance
d****[email protected]
d****[email protected]
Ryan Neupaver CFP®
Managing Partner
Greater Pittsburgh Area
Managing Partner
Financial Advisor
Recommendations: 0
r****[email protected]
Steven McGarrity
Senior Partner
Greater Pittsburgh Area
Senior Partner
Partner
Financial Advisor
Penn State University
Recommendations: 0
Insurance
Fixed Annuities
Financial Services
Retirement Planning
Variable Annuities
Leadership Development
Long Term Care Insurance
IRAs
t****[email protected]
David Mandler
Partner
Greater Pittsburgh Area
Partner
Financial Advisor
Penn State University
Upper St. Clair
Recommendations: 0
Financial Analysis
Asset Management
Financial Services
Mutual Funds
Wealth Management
Customer Service
Financial Modeling
Retirement
d****[email protected]
Shawn Baker, CRC®
ISP Branch Manager, Vice President
Greater Pittsburgh Area
ISP Branch Manager, Vice President
Office Manager
Financial Advisor
Financial Advisor
Recommendations: 0
s****[email protected]
Gavin Mullen
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
State University of New York at Plattsburgh
State University of New York at Plattsburgh
Recommendations: 0
m****[email protected]
Christopher Pfanstiel%2C CLU%2C ChFC%2C CLTC
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Upper St. Clair High School
Washington and Jefferson College
Recommendations: 0
c****[email protected]
Joe Horency
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
President
Financial Advisor
Financial Advisor
Service Center Representative
Hood College
University of Maryland University College
Montgomery College
Johnson Technical Institute
Greater Latrobe High School
Leadership Westmoreland
Recommendations: 0
Retirement Planning
n****[email protected]
Ronald Gestiehr
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Senior Sales Manager II
Assistant Manager / Credit Manager
Sales Representative
Owner
Penn State University
Recommendations: 0
Fixed Annuities
Life Insurance
Wealth Accumulation Strategies
Retirement Planning
Wealth Management
Disability Insurance
Investments
Retirement
r****[email protected]
Mark Lantz
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Duquesne University
Robert Morris University
Recommendations: 0
r****[email protected]
Matt Scoletti, CFP®
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
University of Richmond
Recommendations: 0
m****[email protected]
John A. Tarquinio, CFP®
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Financial Analyst
Internal wholesaler
Penn State University
Boston University
Recommendations: 0
j****[email protected]
Ed Haller
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Caddie
Washington and Jefferson College
Central Catholic High School
St. Edmund's Acadamy
Recommendations: 0
e****[email protected]
e*****@yahoo.com
Michael T Gordon
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Financial Advisor
Financial Advisor
Area Manager
University of Pittsburgh - Joseph M. Katz School of Business
Taylor Allderdice High School
Recommendations: 0
m****[email protected]
Donna Kline, MBA, CDFA™
Financial Advisor, CDFA™
Greater Pittsburgh Area
Financial Advisor, CDFA™
Financial Advisor, CDFA™
Host at the Pittsburgh Business Report
Financial Services and Marketing Consultant
Independent Investor
Economics Editor
Commodities Broker
Commodities Broker
Santa Clara University - Leavey School of Business
University of California, Davis
Recommendations: 0
Trading
Commodity
Options
Financial Markets
Economics
Investments
Public Speaking
Technical Analysis
d*****@comcast.net
Brian Faust
Account Manager
Greater Pittsburgh Area
Account Manager
Financial Advisor
University of Pittsburgh
Chartiers Valley High School
Recommendations: 0
Transportation Management
Logistics
Operations Management
Logistics Management
Transportation
Trucking
Truckload
Customer Service
b****[email protected]
Crey Keitzer
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Personal Financial Associate
Sales and Marketing support
Assistant Service Manager
Assistant Service Manager
University of Phoenix
University of Phoenix
Fox Chapel Area High School
Recommendations: 0
Warranty
Automotive Repair
Automobile
Online Marketing
Marketing Support
Data Entry
Data Extraction
Fixed Operations
c****[email protected]
Kimberlie Bowden
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Insurance Specialist
Slippery Rock University of Pennsylvania
Recommendations: 0
Life Insurance
Insurance
Securities
Retirement Planning
Financial Advisory
Wealth Management
k****[email protected]
Joseph Knittel
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Penn State University
Recommendations: 0
j****[email protected]
Timothy T Whalen, CLU,ChFC
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
West Virginia University
The American College
Recommendations: 0
t****[email protected]
Sonny Telang, AWMA
Vice President, Wealth Management / Financial Advisor
Greater Pittsburgh Area
Vice President, Wealth Management / Financial Advisor
Michigan State University
Michigan State University
Recommendations: 0
Financial Planning
Retirement Income Strategies
Stock
Stock Picking
Bonds
Mutual Funds
Retirement
Estate Planning
s****[email protected]
Glenn Kolod
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Account Manager
Virginia Polytechnic Institute and State University
Recommendations: 0
g****[email protected]
Manly Applegate
Vice President, Financial Advisor
Greater Pittsburgh Area
Vice President, Financial Advisor
University of Denver
University of PA Wharton School's Security Industry Institute
Recommendations: 0
m****[email protected]
J.R. Sergeant
Realtor
Greater Pittsburgh Area
Realtor
Pro Shop
Financial Advisor
Financial Specialist
Duquesne University
Recommendations: 0
Financial Analysis
Microsoft Excel
Microsoft Office
Microsoft Word
Series 7
PowerPoint
Leadership
Series 63
j****[email protected]
Pam Donatelli Pasterick
Vice President - Financial Advisor
Greater Pittsburgh Area
Vice President - Financial Advisor
Vice President
West Virginia University
Recommendations: 0
p****[email protected]
Barry Courson
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Staff
Xfinity Home Sales Intern
Server
University of Pittsburgh, College of Business Administration
Recommendations: 0
b*****@pitt.edu
Jonathan Hottle
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
California University of Pennsylvania
Somerset Area High School
Recommendations: 0
j****[email protected]
Andrew Wallisch
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Bucknell University
Fox Chapel
Recommendations: 0
Securities
Financial Modeling
Mutual Funds
Investment Management
Series 7
Series 66
Equities
Fixed Income
a****[email protected]
a****[email protected]
T.J. Drost, CFP®, CFS®
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Investment Advisor
Director of Client Services/ Technology
Senior Investment Consultant
Institute of Business and Finance
Lock Haven University of Pennsylvania
Altoona High School
Recommendations: 0
t****[email protected]
Joshua Sowards
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Specialist, Commercial API's
Associate, Customer Relations
Associate
West Virginia University
Recommendations: 0
j****[email protected]
Laurie Christ
Owner
Greater Pittsburgh Area
Owner
Financial Advisor
Registered Assistant
Registered Office Manager
Accountant
Seton Hill University
Seton Hill University
Recommendations: 0
Accounting
Tax Preparation
Financial Planning
Investments
Mutual Funds
Financial Analysis
Financial Services
Financial Modeling
l****[email protected]
Matt Eisenhuth
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Grove City College
Recommendations: 0
m****[email protected]
Raymond Prendergast, MBA, CLTC, LUTCF
Financial Advisor / Luttner Financial Group
Greater Pittsburgh Area
Financial Advisor / Luttner Financial Group
Financial Consultant
Regional Business to Business Sales Manager
General Manager
General Manager
Strayer University (DC)
University of Bridgeport
Marquette University
Recommendations: 0
r****[email protected]
Mark Muto, CIMA, AIF
Managing Director
Greater Pittsburgh Area
Managing Director
Financial Advisor
Financial Advisor
University of Minnesota - Carlson School of Management
University of Pittsburgh
Recommendations: 0
401k
Defined Benefit
Pensions
Defined Contribution
Employee Benefits
Mergers & Acquisitions
Wealth Management
Financial Advisory
m*****@cowdenassociates.com
Thomas Joseph, CLU, ChFC, CASL, RICP
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Penn State University
The American College
Recommendations: 0
Retirement Planning
Estate Planning
Employee Benefits
Retirement
FINRA
IRAs
Long Term Care Insurance
Personal Finance
t****[email protected]
Ryan Snefsky
Founder and Author
Greater Pittsburgh Area
Founder and Author
Financial Educator for United Airlines Pilots
President and Chief Executive Officer
President
Financial Advisor
Intern
Purdue University
Mt. Lebanon High School
Recommendations: 0
r*****@capital-ingenuity.com
Cody Hartley
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Oberlin College
Recommendations: 0
c****[email protected]
Christopher Marsico
Wealth Management Advisor
Greater Pittsburgh Area
Wealth Management Advisor
Financial Advisor
Financial Advisor
Officer
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Indiana University Bloomington
Shady Side Academy
Recommendations: 0
m****[email protected]
c*****@marsicowealth.com
g****[email protected]
Alexandra Petredis
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Analyst
Summer Associate
Intern
Vanderbilt University
Universitat Pompeu Fabra
Recommendations: 0
Financial Modeling
Financial Analysis
Accounting
Microsoft Excel
Microsoft Office
PowerPoint
Microsoft Word
Valuation
Brent E. Coughenour
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Gannon University
Laurel Highlands High School
Recommendations: 0
c****[email protected]
Fred Shearer
Territory Sales Manager
Greater Pittsburgh Area
Territory Sales Manager
Account Manager
Financial Services Representative
Financial Advisor
Wholesale Area Sales Manager
Managing Director
VP Branch Manager
University of Pittsburgh
Recommendations: 0
f****[email protected]
David O'Brien, CLU, ChFC
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Webster University
Southern Illinois University
The Citadel
Recommendations: 0
Strategic Financial Planning
Finance
Retirement
Securities
Employee Benefits
Sales
Management
Insurance
d****[email protected]
d****[email protected]
Kathleen T. (Katie) Minnock, CWS®
Vice President and Financial Advisor
Greater Pittsburgh Area
Vice President and Financial Advisor
Vice President and Relationship Manager
Relationship Manager
Senior Sales Executive
University of Pittsburgh - Joseph M. Katz Graduate School of Business
John Carroll University
Sewickley Academy
Recommendations: 0
k****[email protected]
Neil Ngondi
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Specialist
Carnegie Mellon University
Recommendations: 0
Finance
Microsoft Excel
Strategy
Investments
Mac
iOS
Microsoft Office
Technical Writing
n****[email protected]
