Our Pittsburgh, PA Team

Leadership

Neal McGrath

AIF®️️️️️️️️️️️️️️️, CRPC®️️️️️️️️️️️️️️️, AAMS®️️️️️️️️️️️️️️️
Managing Director, Partner and Wealth Advisor

Wealth Advisors

James Kampetis

CFP®
Director of Wealth Planning

John McGowan

CFA®
Wealth Advisor

John Graves

Wealth Advisor

Nate Sepe

Associate Wealth Advisor

Client Services

Ray Hayes

Director of Client Services

Heather McGrath

Operations Manager

Danielle Burns

Client Service Manager

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner