Our Independent Advisors are affiliated with Allegheny Investments, an investment management and financial planning firm offering clients wide resources and comprehensive services.

Certified Public Accountant and Financial Advisor
jalexander@alleghenyinvestments.com
304.292.9469
Office: 1544 Mileground Road, Morgantown, WV 26505

Mr. Alexander is the Director of the Family Office Division of the CPA firm Cunningham, Powell, Alexander, A.C. in Morgantown, WV. Mr. Alexander has written publications, led numerous seminars, and is currently a Visiting Lecturer at the WVU School of Finance. He is one of few CERTIFIED FINANCIAL PLANNER™ practitioners actively practicing in the Morgantown area.

Mr. Alexander is married to his college sweetheart, and they have three adult children.

Professional Experience

  • Personal financial planning and institutional asset management since 2001
  • Bank Executive VP/Controller form 1985 to 2000
  • Public accounting from 1980 to 1985

Professional Credentials

  • Certified Public Accountant
  • Member, American Institute of Certified Public Accountants
  • Member, West Virginia Society of Certified Public Accountants
  • Member, North Central WV Estate Planning Council
  • CFP® Practitioner, Certified Financial Planner Board of Standards
  • Licensed securities representative
  • Licensed insurance representative

Community Involvement

  • Co-founder of the Buckskin Adult Soccer League
  • Active USSF Soccer Referee
  • Board member of Morgantown United Soccer Club
  • Member of the Presbyterian Church in America
  • President of Morgantown Kiwanis Foundation
  • Board member of Friendship Manor, a senior citizens residential community
  • Serves on numerous local not-for-profit boards in the Morgantown area

Financial Advisor
dballa@simpson-mccrady.com
412.261.2222

Don Balla is a registered Representative with Allegheny Investments, LTD, member FINRA/SIPC. Don is also the Managing Principal of the Employee Benefits Division of Simpson & McCrady, LLC in Pittsburgh, PA. He has provided insurance brokerage and consulting services to over 1,000 companies resulting in millions of dollars in employer premium savings.

Education & Professional Credentials

  • Grove City College | Bachelor of Science degree in Economics
  • Series 6 and 63 Licenses
  • Pennsylvania License for Health and Accident, Life and Fixed Annuities
  • Pennsylvania Licenses for Property and Casualty
  • Chartered Benefit Consultant (CBC)

Professional Experience

  • Accredited Continuing Education Instructor in the State of Pennsylvania
  • Active member, past president and treasurer of the National Association of Health Underwriters, Pittsburgh Chapter

Professional Activities

  • National Association of Health Underwriters, Pittsburgh Chapter Treasurer, 2008-2010
  • National Association of Health Underwriters, Pittsburgh Chapter President, 2008-2010
  • Butler Human Resources Association Board Member, 2002-2005

Community Involvement

  • Board Member, Eden Christian Academy
  • Board Member, Grace Community Church
  • President, Pan Sophic Alumni Association
  • Committee Chairman, Coalition for Christian Outreach Development

Financial Advisor
bcampbell@alleghenyinvestments.com
412.536.8085
Office: Pittsburgh, Pennsylvania

Britt R. Campbell, is a CERTIFIED FINANCIAL PLANNER™, affiliated with Allegheny Investments, a regional financial planning and investment management firm located in Pittsburgh, Pennsylvania. Britt has specialized in financial planning since 1976. He draws on his long experience in the field to provide pre- and post-retirement planning for individuals, focusing on lump-sum distributions, company pensions, and asset allocation. His experience serving executive employees and retirees at several Fortune 500 companies, as well as training and supervising personal financial planners, affords him exceptional objectivity and sensitivity to client needs.

Britt directs his clients through a process called “What If” planning. This process helps clients make better decisions when accumulating wealth, managing risk or planning for retirement. Britt is involved in the construction and execution of broad based investment portfolios, which include multiple asset classes based on investment strategy statements customized to fit the individual client situation. While employing several time proven investment disciplines and strategies, Britt continues to monitor and conduct periodic review meetings with his clients. A graduate of Miami Dade College, with a degree in Business Administration, Britt is active in many professional and civic activities, including the Financial Planning Association, whose goals are to establish and maintain professionalism in financial planning.

Britt has been recognized in Pittsburgh Magazine as a Five Star Wealth Manager. Five Star Professional evaluates award candidates against 10 objective eligibility and evaluation criteria through nominations by firms, peers or pre-qualification based on industry standing. Five Star Professional then partners with regional publications in more than 45 major markets in the United States and Canada, including Pittsburgh Magazine, to recognize the winners.

Financial Advisor
rdaley@alleghenyinvestments.com
724.503.5243

Robert E. Daley is a registered representative of Allegheny Investments, Ltd., an investment management firm. In this capacity, Mr. Daley provides financial planning and investment services for clients.

Robert Daley utilizes his vast finance background to provide investment management and financial planning guidance to families and small business owners. Robert works very closely with his clients to establish their investment goals and objectives, and implements a plan of action based upon them.

Education

  • BA Degree, Boston College
  • MBA Degree in finance, St. John’s University, New York

Related Experience

  • Vice President, Treasurer, and CFO of Equitable Resources
  • Consulting assignment with the Department of the Treasury – Office of Chrysler finance
  • Various positions with CIT Financial Corporation, E F Hutton & Co., and Goodbody & Co.

Professional Certification

  • Licensed securities representative, Series 7, 63, and 65

Professional and Civic Activities

  • American Gas Association, former chairman, finance committee
  • Financial Executives Institute, member
  • Civic Light Opera, Pittsburgh, director
  • Active in a number of other community associations

Financial Advisor
bdicarlo@alleghenyinvestments.com
412.480.5247

Bonnie DiCarlo has been a representative and financial planner with Allegheny Investments since 1981. Bonnie established a partnership in 2007 with a representative in Maryland known as The DiCarlo Group and maintains clients in Maryland and West Virginia.

Social Responsible mutual funds have been a priority with Bonnie since they were initiated in 1983. Many of her clients are looking to invest in funds that follow screens that are in accordance with the client’s positions and beliefs.

Professional Designations

  • Series 7 FINRA license
  • Insurance licenses in PA, MD, & WV
  • Securities licenses in CA FL, GA, MD, MI, NC, PA, WV, & WI
  • 25 years as a CERTIFIED FINANCIAL PLANNER™ practitioner

Professional and Civic Activities

Present or former Board Member of the following organizations:

  • Financial Planning Association, President, (1991-1992)
  • Business & Professional Women (District 3 Director 2008-2010)
  • Women’s Business Network
  • National Association of Women Business Owners (NAWBO)
  • Carlow University Alumnae Board (2009-2010)
  • Women’s Center & Shelter of Greater Pittsburgh
  • Miryam’s Board President
  • Bethlehem Haven
  • The Thomas Merton Center
  • The Carnegie Library of Homestead

Also currently active with:

  • Cribs for Kids
  • East End Community Thrift Shop
  • Friends of the Carnegie Library of Homestead
  • American Guild of Organists

Honors

  • One of 50 Best Women in Business in Pennsylvania
  • U.S. SBA award for Women In Business Advocate
  • NAWBO Make the Connection award for co-founding Celebrate & Share
  • YWCA Tribute to Women award for Leadership in Government/Public Service
  • One of 50 Outstanding Carlow University Alumnae (50th anniversary year)
  • WBN Woman of the Year
  • NAWBO Founder’s Award
  • Athena Finalist
  • Black Women’s Political Crusade Sweetheart Award

Education

  • BA from Carlow University
  • MA from Northwestern University
  • Certificate from the School of Fine Arts in Fontainebleau, France

Financial Advisor
davidfaith@alleghenyinvestments.com
412.760.8912

David Faith is a Registered Representative with Allegheny Investments, LTD, member FINRA/SIPC. He has been a practicing financial advisor since 1996.

Education & Professional Credentials

  • University of Pittsburgh | Master of Science degree in Industrial Engineering
  • Carnegie Mellon University | Bachelor of Science degree in Mathematics
  • CFP® Practitioner, Certified Financial Planner Board of Standards
  • Series 7 License
  • Registered Investment Advisor

Awards & Recognition

  • Five-time recipient of the Five Star Wealth Manager Award

Community Involvement

  • Volunteer with the Swissvale Farmers’ Market
  • Active on school and church boards for many years

Financial Advisor
jgraper@alleghenyfinancial.com
412.536.8064

Financial Advisor
kguernsey@alleghenyinvestments.com
724.935.4136

Mr. Guernsey began his business career with the accounting firm of Arthur Young & Co.  Subsequently, Kevin accepted a position with Union Switch & Signal, serving as Project Accountant, rising to the level of Project Director. In this capacity, Kevin was responsible for all aspects of multi-million dollar projects, including budgets, design, manufacture, and testing of complex transit signaling projects.

Mr. Guernsey began his financial planning career as a Registered Representative with Allegheny Investments in 2003. Kevin prides himself on developing long lasting relationships with his clients that in many cases include multiple generations within a family.

Specialties

  • Education funding
  • 401k and IRA rollovers
  • Pre- and Post-retirement planning
  • Work with displaced employees

Credentials & Education

  • FINRA series 7, 63 & 66 licenses
  • Life, accident and health insurance licenses
  • Executive Certificate in Financial Planning, Duquesne University
  • Robert Morris University, Magna Cum Laude graduate

Personal Activities

  • An avid skier
  • Member of the Professional Ski Instructors of America
  • Member of the Ancient Order of Hibernians
  • Enjoys photography, woodworking
  • An auto enthusiast
Bryan D. Hoover is a CERTIFIED FINANCIAL PLANNER™ practitioner with more than 10 years of experience offering professional, comprehensive financial planning services to individuals, families and small businesses.

Bryan does his best work in partnering with clients to understand their goals and objectives. This starts with a comprehensive financial plan that can increase the likelihood of accomplishing those goals. He believes strongly that collaborative work not only improves clients’ financial education but also creates a personal sense of accomplishment as a plan moves forward.

In addition to his financial planning work, Bryan involves himself in the community in a number of ways. He is an active board member for InVision Customized Services, a non-profit organization in Wexford. He also actively practices his Catholic faith in and around his community in Robinson, PA. Most importantly, he is blessed to be a husband and father.

Education & Professional Credentials

  • Pennsylvania State University | Degree in Communications
  • CFP® Practitioner, Certified Financial Planner Board of Standards
  • Certified Medicaid Planner™, CMP™ Board
  • Licensed insurance representative

Professional Experience

  • Began his career at Fragrasso Financial Advisors in 2007
  • Worked on strategic planning initiatives in 2013 and 2016
  • Served as financial advisor for more than 150 clients

Professional Activities

  • Treasurer for the Pittsburgh Society of Investment Professionals

Awards & Recognition

  • Repeat recipient of Five Star Wealth Manager Award
  • Has been quoted in the Wall Street Journal and U.S. News and World Report

Community Involvement

  • Secretary/board member for InVision Customized Services (Wexford, PA)
  • Audit and finance committee member for InVision Customized Services (Wexford, PA)

Financial Advisor
jhoover@alleghenyinvestments.com
412.829.1745 or 412.367.3880

Joseph F. Hoover is a Registered Representative with Allegheny Investments, LTD, member FINRA/SIPC. Mr. Hoover is also the owner of Trinity Portfolios in Pittsburgh, Pennsylvania.

Education

  • Indiana University of Pennsylvania | Bachelor’s Degree in Finance
  • Licensed Securities Representative

Professional Experience

  • Over 26 years of experience providing financial planning and investment management to individuals, businesses and organizations interested in building long-term wealth

Professional Activities

  • Community College of Allegheny County, Instructor—Continuing Education

Awards & Recognition

  • Five Star Wealth Manager Award recipient in 2010

Community Involvement

  • St. Vincent de Paul Society
  • Partners in Progress (PIP) National Non-Profit Corporation

Financial Advisor
dimler@alleghenyinvestments.com
570.743.8209

Mr. Imler has been advising individuals and families in west-central Pennsylvania on financial matters since 1990 since 2005 in affiliation with Allegheny Investments. As part of comprehensive financial planning services, he provides independent, objective advice and guidance on investments, insurance, and retirement, estate and education planning.

Education

  • Studied business at St. Francis University

Civic Activities

  • Service on his church counsel
  • Active member, civic and charitable organizations, including the Shriners

 

Financial Advisor
plampert@patricialampert.com
412.334.6787
www.patricialampert.com

Patricia M. Lampert, CFP® is a Registered Representative with Allegheny Investments, LTD, member FINRA/SIPC. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Ms. Lampert provides comprehensive financial planning to individuals and families in Pennsylvania, New Jersey and other states. Through a disciplined process, she addresses clients’ present financial situation, investments, retirement, estate planning, tax planning, education planning, and insurance. Ms. Lampert also provides qualified retirement plans for small businesses. She aims to increase clients’ awareness and control of their financial lives. Ms. Lampert’s approach emphasizes close, personal attention to and knowledge of each client.

Education

  • University of Philadelphia | Bachelor’s Degree in Accounting
  • CFP® Practitioner, Certified Financial Planner Board of Standards

Professional Experience

  • Over 20 years of experience in investment and comprehensive financial planning
  • Prior to joining Allegheny Investments as an Independent Advisor, Ms. Lampert was employed as a Financial Administrator/Controller for over 12 years with a law firm

Professional Activities

  • Member of Financial Planning Association (FPA®)

Awards & Recognition

  • Repeat recipient of Five Star Wealth Manager Award

Community Involvement

  • Volunteer at various charities throughout Pennsylvania and New Jersey

Financial Advisor
Principal, Lordeman Associates
jlordeman@alleghenyinvestments.com
717.338.0225

Ms. Lordeman has been providing comprehensive investment and financial planning services to clients since 1994. Committed to individual attention, high ethical standards and objective advice, she believes clients should be active in the decision-making process in relation to their objectives and total financial situation.

This philosophy took root in Ms. Lordeman’s early background, education. She taught math and physics at the high school and college level, prior to applying her analytic background to personal finance. In 1997, she established Lordeman Associates as a comprehensive financial planning firm.

Education

  • Master’s Degree, Secondary Education, Villanova University
  • Bachelor’s Degree, Physics, Carnegie Mellon University

Professional Certification

  • CFP® Practitioner, Certified Financial Planner Board of Standards
  • Uniform Investment Advisor Law/Series 65
  • General Securities Representative/Series 7
  • Uniform State Securities Law/Series 63
  • Life and Health License

Professional & Personal Activities

  • Member, Central PA Chapter, Financial Planning Association
  • Member, Board of Directors, YWCA Gettysburg & Adams County
  • Member, Straban Township Zoning Hearing Board
  • Athlete-wanna-be, competing in local races

Financial Advisor
jmarkanich@alleghenyinvestments.com
412.367.3880

Jeffrey D. Markanich, a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Consultant, works with individuals and business owners, helping them establish and realize their personal financial goals. Since 1981, Jeff has worked with his clients in the areas of investments, employee benefits, 401(k) plans, IRA rollovers, insurance, health benefits, retirement plans, and estate preservation techniques.

Jeff subscribes to the Code of Ethics and Professional Responsibility as mandated by The International Board of Standards and Practices for CERTIFIED FINANCIAL PLANNER™ practitioners. The Code’s underlying principles embody integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients. In addition, he must complete 30 continuing education credits bi-annually to maintain his status as a CFP® practitioner and a ChFC professional. This last requirement serves the public interest by assuring the public that CERTIFIED FINANCIAL PLANNER™ practitioners are staying abreast of changes in their rapidly changing field.

Jeff is a native of Western Pennsylvania and currently resides in Moon Township with his wife and two children.

Professional Credentials

  • CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Financial Planner Board of Standards
  • Licensed securities representative
  • Licensed insurance representative
  • Member, Pittsburgh Chapter of the Financial Planning Association

Education

  • Graduate, University of Pittsburgh, Pittsburgh, PA
  • Graduate, The College of Financial Planning, Denver, CO
  • Graduate, The American College, Bryn Mawr, PA

Professional Activities

  • Has addressed various organizations (such as corporations, associations, religious groups, and senior citizen organizations) regarding financial related topics
  • A registered classroom instructor
  • Conducts financial education workshops throughout the Tri-State area
  • Appeared on NBC Television as part of the “Ask the Financial Planner” call-in program

Financial Advisor
emaruca@alleghenyinvestments.com
814.472.6938

Edward A. Maruca is a Registered Representative with Allegheny Investments, LTD, member FINRA/SIPC.

Education and Professional Credentials

  • Juniata College
  • Series 63, 7 and 24 licenses
  • Registered Representative
  • Registered Investment Advisor (RIA) designation

Professional Experience

  • Over 32 years as a Registered Representative

Awards & Recognition

  • Recipient of Five Star Wealth Manager Award in 2011

Community Involvement

  • Supporter of Central Cambria High School, Bishop Carroll High School and the United Way

Financial Advisor
gmercatoris@alleghenyinvestments.com
412.367.3880

Gerry is a licensed financial advisor to individuals, families, and small business owners. A graduate of Westminster College, he began his career in 1983 with Parker Hunter, Inc. He joined Allegheny Investments in 2008 and has offices in Brookville, PA and Allegheny Headquarters in Pittsburgh.

Financial Advisor
fminer@alleghenyinvestments.com
412.367.3426

Fred Miner provides advisory services to his individual and business clients, utilizing the vast resources provided by his fellow professionals and staff with an emphasis on retirement and estate planning. After graduation from Kent State University with a BBA in Business and a Major in Marketing, Fred founded Famreps, Inc. and employed over 25 employees, represented over 100 companies over a twenty year period. Many of those employees went on to start their own companies and today are loyal clients.

Education and Previous Experience

  • BBA in Business from Kent State University, major in Marketing
  • Founded Famreps, Inc.

Professional Credentials

  • Series 6, 7, & 63 FINRA licenses
  • Life, Health, & Variable Annuities licenses

Financial Advisor
moneill@alleghenyinvestments.com
724.575.0449

An investment professional since 1993 and an Allegheny advisor since 1995, Mr. O’Neill specializes in investment planning for individuals and families. He helps clients identify investment goals and objectives, analyzes their current investments, and develops coordinated, written personal investment plans for subsequent implementation. By tailoring and diversifying investments, whether for retirement, education planning, or general investment purposes, he addresses the unique needs and personal circumstances of each client.

Education

  • MBA Degree, emphasis in Finance and Investing, The University of Pittsburgh Graduate School of Business; named to national honor society for business students
  • Bachelor’s Degree, Mechanical Engineering, Carnegie Mellon University

Professional Credentials

  • CFP® Practitioner, Certified Financial Planner Board of Standards
  • Series 7 & 63 FINRA licenses
  • Life, Health, and Variable annuities licenses

Financial Advisor
Principal, Pandolfo and Associates
tpandolfo@pandolfoassociates.com
412.788.1335
Office: 24 Beaver Grade Road, McKees Rocks, PA 15136

Mr. Pandolfo has served individuals and businesses for more than two decades, addressing their tax, accounting, and financial planning needs. Taking a rounded approach, he and his staff provide comprehensive financial planning, investment management, tax planning and preparation, estate planning, retirement and pension guidance, and accounting services to clients throughout western Pennsylvania. After beginning his career as a tax professional, Mr. Pandolfo added extensive knowledge of investments and other financial matters to the advantage of clients.

Education

  • Master’s Degree, taxation, Robert Morris University
  • Bachelor’s Degree, accounting & finance, Robert Morris University

Professional Credentials

  • Licensed securities representative
  • MSTx (Master’s of Science Degree in Taxation)
  • E.A. (“Enrolled Agent”) (This is a professional designation given out by the IRS to tax professionals who have passed a four part exam and gives E.A.’s the ability to represent taxpayers in affairs before the IRS.)

Professional and Civic Activities

  • National Tax Practitioners Society
  • Transverse Myelitis Association
  • U.S.A. Hockey, Pennsylvania District

Financial Advisor
drearick@alleghenyinvestments.com
724.548.8638

In the financial advisory business since 1982, Mr. Rearick has advised clients independently since 1985 and been affiliated with Allegheny Investments since 1998. He provides independent, comprehensive financial advice to individuals and small businesses, primarily in northwest Pennsylvania but also in more than ten other states. His services include retirement planning, asset management, risk management and comprehensive financial planning.

Clients benefit as well from his experience in risk management and securities brokerage. He has served in various managerial roles, including branch manager and principal. He also brings business clients the perspective gained from prior service in his family’s local construction business.

Civic Activities

  • Active in church affairs
  • Local organization providing counseling and support in crisis pregnancies
  • Local organization providing help for cancer victims and their families

drudnik@alleghenyinvestments.com
412.367.3880
Fax: 412.367.8353

Financial Advisor
dsalvitti@alleghenyinvestments.com
412.536.8057

David Salvitti’s diverse investment career spans 32 years. During that span, he has excelled utilizing investment strategies ranging from conservative municipal bond portfolio management to speculative commodity trading. Further, he has also been employed as a mutual fund and bank consultant. Upon joining Allegheny Investments in 1996, David focused his passion on financial planning. He works very closely with his clients to establish their investment goals and objectives, and implements written plans based upon them.

David is a lifelong resident of Pittsburgh and resides in Moon Township with his wife, Linda.

Education & Experience

  • Bachelor of Science Degree, Susquehanna University, concentrations in Marketing, Management, and Finance
  • Tax Auditor for seven years
  • Employed by Thomson McKinnon Securities, a major Wall Street firm

Professional Credentials

  • Licensed General Securities Principal
  • Licensed Securities Sales Supervisor
  • Licensed Introducing Broker/Dealer Financial Operations Principal
  • Licensed insurance representative
  • Registered Options Principal for Allegheny Investments

Financial Advisor
dsauer@alleghenyinvestments.com
412.831.3159

Donald E. Sauer, CFP® is a Registered Representative with Allegheny Investments, LTD, member FINRA/SIPC. As a CERTIFIED FINANCIAL PLANNER™ practitioner for more than 20 years, Mr. Sauer provides comprehensive financial advice to individuals, families and small businesses. He develops investment and retirement plans to meet clients’ specific needs and goals. Mr. Sauer also provides information, education and strategies for the challenges of life-changing events. He helps business owners with retirement plans, employee benefits, and business-continuation planning.

Education & Professional Credentials

  • Bachelor’s Degree in Economics, magna cum laude, Robert Morris College
  • CFP® Practitioner, Certified Financial Planner Board of Standards
  • Licensed securities representative
  • Licensed insurance representative

Community Involvement

  • Secretary, treasurer, and trustee of various Masonic organizations

Financial Advisor
rshuty@alleghenyinvestments.com
412.299.1233

Mr. Shuty, a CERTIFIED FINANCIAL PLANNER™ practitioner, has been providing comprehensive financial services since 1984. R.P. Shuty Company focuses on assisting closely held business owners and individuals in financial planning, investments and insurance. Services include comprehensive financial planning, investment & asset management, insurance – including life, disability and health – estate planning, and retirement planning, including retirement plans and other group benefits for business owners – as well as maximizing income for retirees. Formerly a research analyst for U.S. Steel and a manufacturing entrepreneur, he also conducted product-development and market research for business owners before beginning his financial planning career.

Education & Previous Experience

  • Bachelor’s Degree, Mechanical Engineering, Carnegie Mellon University
  • Research Analyst, US Steel

Professional Credentials

  • CFP® Practitioner, Certified Financial Planner Board of Standards
  • Licensed securities representative
  • Licensed insurance representative

Professional & Civic Activities

  • Member, Financial Planning Association of Pittsburgh
  • Member, Finance Committee, of Trinity Cathedral, helping supervise endowment fund investments
  • Township Commissioner for 8 years, four as Chairman
  • Current Chairman, Neville Township Planning Commission

Personal Interests

  • Hunting, fishing, skiing, & golf

Financial Advisor
vswan@alleghenyinvestments.com
724.774.4411
Fax: 724.774.6575
Office: 494 Second Street, Beaver, PA 15009-2718

Ms. Swan, is a CERTIFIED FINANCIAL PLANNER™ practitioner providing comprehensive financial planning and investment services, and has been with Allegheny Investments since 1983. She specializes in helping individuals clearly identify their financial goals and assists them with wealth accumulation and preservation, with particular focus on portfolio management and tax planning. Her services include pre- and post-retirement planning, education planning, and insurance, as well as advice and help with pension rollovers, IRA distributions, and estate transfer.

Professional Certification

  • CFP® Practitioner, Certified Financial Planner Board of Standards
  • Licensed securities representative
  • Licensed investment advisor representative
  • Licensed insurance representative

Professional Activities

  • Member, Pittsburgh Chapter, Financial Planning Association

Community Involvement

  • Serves as an Extraordinary Minister of Holy Communion and as a Pastoral Council member of St. John the Baptist Roman Catholic Church of Monaca, PA

Financial Advisor
cwingert@alleghenyinvestments.com
412.884.2211
Office: 6 Clairton Blvd., Pittsburgh, PA 15236

Charles D. Wingert is a Financial Advisor with Allegheny Investments who specializes in creating and implementing investment portfolios for retirement, education, and non-profit endowments.

Mr. Wingert earned a Master’s in Business Administration from the University of Pittsburgh’s Executive MBA program. He also earned a Master of Science in Mechanical Engineering from Carnegie Mellon University, and a Bachelor of Science in Mechanical Engineering from Lafayette College, where he graduated Summa Cum Laude and received Phi Beta Kappa (arts and sciences) and Tau Beta Pi (engineering) scholastic honors. Mr. Wingert also earned a Bachelor of Arts in Psychology from Muhlenberg College.

Charlie has used his expertise to guide investments, and analyze business and personal options. With his diverse background, Charlie can tailor financial analyses to his client’s needs, and provide illustrations of their alternative financial paths to guide their choices. Moreover, his degree in Psychology is indicative of his personal interest in his clients.

Mr. Wingert has been helping clients with their investments since 1995. He has presented seminars and workshops on the financial principles key to retirement and saving for college. Charlie’s prior experience in business and engineering enables him to understand the trends that will affect his clients’ investments.

Prior to his financial work with clients, Mr. Wingert was the President of an engineering company. He led engineering and software groups, organized taskforces, developed products, and gave talks in the U.S and Europe. Charlie served his country as an Army Ordnance Officer.

Mr. Wingert is the past Treasurer and currently serves on the Executive Board of a non-profit organization in western Pennsylvania dedicated to reading and math literacy.