Board of Directors 1 654 ReedPhoto

Board of Directors

Back row from left to right:
Mark A. Manetti, CFP®, R. Steven Hurst, CFP®, James D. Hohman, CFP®, Darin Hawn, CFP®, Ralph S. Boyd, Jr., CFP®,
Steve Kutlenios, CFP®, CFA, CCPS®, Raymond Schutzman, CFP®, Michael A. Montileone, CFP®

Front row from left to right:
Jennifer S. Schrauder, CFP®, Jonathan A. Kuhn, CFP®, James J. Browne, CFP®, Brandon J. Haynes, CFP®


Management

Director of Human Resources
mewing@alleghenyfinancial.com
412.536.8028

As the Human Resources Director, Megan Ewing manages all employee relations, HR policies, and benefits for Allegheny Financial Group. She provides leadership training and guidance to AFG managers, and oversees recruitment activities for the firm. In addition to leading the Wellness Committee, Megan serves on various corporate committees including Marketing and Technology.

Education & Professional Credentials

  • The University of Toledo | Bachelor’s Degree in Business Administration – Human Resources
  • Certified DDI® Training Facilitator

Professional Experience

  • Joined Allegheny Financial Group in 2009
  • Over 15 years of HR experience in various industries
  • Experienced in employee relations, compensation, benefits administration and talent acquisition

Professional Activities

  • Member of Society for Human Resource Management (SHRM)
  • Member of Pittsburgh Human Resources Association (PHRA)

Chief Financial Officer, Chief Compliance Officer
shawbaker@alleghenyfinancial.com
412.536.8041

Mr. Hawbaker manages all finance, accounting, and tax matters, as well as risk management for Allegheny Financial Group and Allegheny Investments.

Education & Professional Credentials

  • Baldwin-Wallace College | Bachelor’s Degree in Accounting
  • Certified Public Accountant
  • Series 7, 24, 28 and 99 FINRA licenses

Professional Experience

  • 13 years in public accounting
  • Four years as a Chief Financial Officer in the healthcare industry
  • Four years as Vice President of Corporate Services with a Pittsburgh-based bank

Professional Activities

  • Member of the Pennsylvania & American Institutes of Certified Public Accountants

Community Involvement

  • Board member of several community non-profit organizations including VITA (Volunteer Income Tax Assistance), the Western Pennsylvania Community Accountants, Foster Grandparents, Community Auto, and the Pine-Richland School District

Director of Information Technology
jheadley@alleghenyfinancial.com
412.536.8032

Manager, Portfolio and Commission Accounting
skimmerling@alleghenyfinancial.com
412.536.8096

Sue Kimmerling joined Allegheny Financial Group as Manager of Portfolio and Commission Accounting in Feburary 2015.

Education & Professional Credentials

  • LaRoche College | Bachelor of Science in Business Administration
  • Lean Six Sigma Certification

Professional Experience

  • 21 years as Analyst/Supervisor at Bank of New York Mellon
  • 13 years as Accounting Specialist/Supervisor at Westinghouse Financial

Chief Investment Officer
jkraus@alleghenyfinancial.com
412.536.8039

Jack D. Kraus has served as Chief Investment Officer since March 1989 for Allegheny Financial Group, Ltd., a Registered Investment Advisory firm providing comprehensive financial advice.

Education & Professional Credentials

  • Duquesne University | Bachelor’s Degree in Accounting
  • Chartered Financial Analyst

Professional Experience

Mr. Kraus works with pension plans, individuals, and businesses in developing and implementing investment programs. These clients have had assets ranging in value from several hundred thousand to several hundred million dollars. He has worked with each client to establish investment objectives and asset allocation, select professional investment managers, and monitor the investment program.

Professional Activities

  • A frequent speaker to various professional groups on the topics of asset allocation, portfolio design, and mutual funds
  • Member of the Pittsburgh Society of Financial Analysts
  • Past Board member of the Pittsburgh Association for Financial Planning

Awards & Recognition

  • Repeat recipient of Five Star Wealth Manager Award
  • Featured in the summer “Financial Focus” issues of Pittsburgh Quarterly 2009-2013
  • Recognized as an honored member in Who’s Who Worldwide of Global Business Leaders in the Financial Services Industry

Practice Manager, JJB Group
cmadigan@alleghenyfinancial.com
412.536.8022

Carolyn Madigan has been with Allegheny Financial Group since 1995. As the practice manager and a partner of the JJB Group, Carolyn is responsible for the day to day management of the practice, and together with her JJB Group colleagues, is dedicated to building relationships and providing exceptional service to clients.

EDUCATION & PROFESSIONAL CREDENTIALS

  • Le Moyne College | Business Administration

Manager of Advisor Services
jmarstellar@alleghenyfinancial.com
412.536.8074

Within the Advisor Services department, Joe oversees the trading, distribution, and account opening functions for all brokerage and direct mutual fund accounts. His main responsibilities include ensuring the proper processing of business and maintaining the relationship between Allegheny Financial Group, Allegheny Investments, and National Financial Services.

Education & Professional Credentials

  • University of Pittsburgh | Bachelor’s Degree in Business Administration and Finance
  • Series 7, 24, 53, and 66 FINRA licenses

Professional Experience

  • Manager of Brokerage Operations at WRP Investments; Youngstown, OH from 2005-2011

Compliance Officer
srichards@alleghenyfinancial.com
412.536.8003

Sherree A. Richards is a Compliance Officer with Allegheny Financial Group where she provides direct support to the Chief Compliance Officers in the areas of developing, maintaining and revising policies and procedures, monitors compliance with and conducts reviews of the current compliance program to ensure compliance with regulations and coordinates regulatory examinations and inquiries.

Education & Professional Credentials

  • Westminster College
  • Operations Professional, Series 99
  • Pennsylvania Life & Health Insurance License

Professional Experience

  • Compliance Officer with Allegheny Financial Group and Allegheny Investments, 2007-present
  • Insurance Specialist with Allegheny Financial Group, 2004-2007
  • Insurance Agency Specialist with State Farm Insurance, 2000-2004
  • Insurance Agency Specialist and Catastrophe Claim Specialist with Allstate, 1996-2000

Professional Activities

  • President, Greater Pittsburgh Compliance Roundtable

Director of Information Management
jthacik@alleghenyfinancial.com
412.536.8116

Jacqueline is responsible for managing all aspects of the IAS database which includes identifying business function needs and integration with other systems. IAS (Interactive Advisory Software) consists of three main applications in one: client relationship management (CRM), portfolio management, and financial planning. She is responsible for conducting company-wide training as well as maintenance and updates to the system. Also, Jacqueline works closely with the practices and independent advisors to implement processes, provide support, and develop solutions to help them successfully grow their businesses. She is involved in several cross-functional management committees for the firm.

Education & Professional Credentials

  • The Ohio State University | Bachelor of Science Degree in Business Administration
  • Marist College | Master of Business Administration
  • Rutgers The State University of New Jersey | Professional Certificate in Project Management
  • Series 99
  • Project Management Professional (PMP)

Professional Experience

  • Joined Allegheny Financial Group in 2007 and held positions including IAS Business Coordinator and IAS Business Analyst