Allegheny Advisors Among 2012 Top Wealth Managers
Pittsburgh Magazine survey of affluent area residents rated satisfaction with advisors
PITTSBURGH, 16 August 2012—An extensive survey of Pittsburgh-area residents with high net worth has identified twenty-four advisors from Allegheny Financial Group and Allegheny Investments among the region’s top wealth managers on the basis of clients’ satisfaction.
Five Star Professional partnered with Pittsburgh Magazine to find wealth managers who satisfy objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.
Allegheny Financial Group principals Ralph Boyd, Jr., CFP®; James Browne, CFP®; Brandon Haynes, CFP®; James D. Hohman, CFP®; Steven Hurst, CFP®; Jonathan Kuhn, CFP®; Michael Montileone, CFP®; Raymond Schutzman, CFP®; and Karl Smrekar, Jr., CFP®; as well as advisors Thomas R. Butler, CPA; Gregory Dolan; Ralph Duckworth, CPA; David Faith, CFP®; R. Kevin Guernsey; Jack Kraus, CFA; Carol K. Lampe, CFP®; Patricia Lampert, CFP®; Jeffrey Markanich, CFP®; Nancy McKee, CFP®; Gerry Mercatoris; Mitchell R. O’Neill, CFP®; David C. Salvitti, Robert P. Shuty, CFP®, LUTCF; and Valerie Swan, CFP® were named to the magazine’s list of Five-Star Wealth Managers, the top performers identified from the survey.
“We have always placed a high priority on providing exceptional client service, and it is rewarding to see such a large number of our advisors receive the Five-Star designation,” said Jon Kuhn, CFP®, president of Allegheny Investments.
In all, fewer than five percent of the 9,700 wealth managers in the Pittsburgh area were selected for the award. A description of the survey and its methodology appeared in the July 2012 issue of Pittsburgh Magazine.
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Contact: Rachel Noon, 412 367 3880, email