
Mercatoris Joins Allegheny Investments
May 9th, 2008
Gerry Mercatoris, a financial advisor to individuals, families, and small-business owners in Pennsylvania, Ohio, New York and other states for 25 years, has moved his practice to Allegheny Investments.
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Allegheny Names Eight New Principals
August 23rd, 2007
Allegheny has named eight new principals, expanding the number of firm owners to eleven. The newly named principals are all Certified Financial Planners serving as client advisors with the firm.
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McKee Elected to Second Term for YWCA
May 7th, 2007
Nancy D. McKee CFP®, has been elected to serve a second term on
the board of directors for the YWCA Greater Pittsburgh. Ms. McKee will serve as treasurer and
head of the endowment committee.
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Tax Advisors Form ATI Financial Services
March 20th, 2007
Two North Hills financial advisors have joined their
independent accounting, tax, and investment advisory practices to form ATI Financial Services.
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Jason Lampe Joins Lampe Asset Management
January, 2007
Jason Lampe has joined Lampe Asset Management, a financial planning firm based in Pittsburgh, Pennsylvania. He will work with the firm’s principal, Carol K. Lampe, CFP®, advising clients on financial planning and investment management.
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Medical Economics Selects Jim Hohman to the
“150 Best Financial Advisors for Doctors in America” List
November, 2006
Allegheny Financial Group is pleased to announce that James D. Hohman, CFP®,
has been selected by Medical Economics magazine as one of the “150 Best
Financial Advisors for Doctors in America” in their November, 2006 edition.
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Allegheny Financial Group Marks 30 Years
October 26th, 2006
Allegheny Financial Group, a major local financial planning and advisory
firm, has just passed the 30-year mark, and its managers are reflecting on the reasons for the
firm’s consistent growth.
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