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  • Home
  • About Us
  • Services
    • Investment Management
    • Institutional Consulting
    • Family Office
  • Our Team
  • Resources
    • Client Portal
    • Secure Document Upload
    • Firm ADV
    • Privacy Policy
  • Mobile App
  • Contact Us
Team Members ProfileBrooke Volk2018-01-23T12:05:57+00:00
James Harris, CFP
Sr. Portfolio Manager
Jon Koteski, CFA, CAIA, AIF
Managing Partner
Gina Kovatch, CRPS
Sr. Advisor
Mike Ladakos, AIF
Director of Research
Gerard Longo, AIFA
Sr. Advisor
Scott Thompson
Sr. Advisor
Oakmont, PA
Main Office
655 Allegheny Avenue
Oakmont, PA 15139

Phone: (412) 828-5550
Fax: (866) 645-8396

Contact Us!
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Naples, FL
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108

Phone: (239) 325-3354
Fax: (866) 645-8396
Greensburg, PA
500 Rugh Street
Suite 150
Greensburg, PA 15601

Phone: (724) 468-3545
Fax: (866) 645-8396
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