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Joseph Salpietro is a seasoned financial professional with 27 years of experience in investments, financial services, and risk management. He holds a ChFC certification and an MBA from Duquesne University, and has worked at PNC and XPYRIA Investment Advisors, Inc. He provides independent guidance to clients on their invested assets and designs effective financial solutions to meet their long-term goals.

Experience

    • President & CEO
      • Jan 1997 - Present
      • United States

      I provide independent (product-free), objective (commission-free) guidance to clients as it relates to their invested assets. Through personalized consultation, I design, implement, and maintain effective financial solutions that allow my clients to meet and exceed their long-term financial goals and objectives. I work with profit and nonprofit organizations, public funds, Taft-Hartley plans, and high-net-worth individuals with investments of $1 million and above.

    • Vice President
      • Mar 1989 - Dec 1996

      I spent the majority of my career at PNC providing financial guidance to small and middle market businesses and its owners. As a Certified Commercial Lender, I analyzed businesses for creditworthiness and provided ongoing expertise and counsel to clients in the areas of cash management, trust, and brokerage services. As a District Manager, I was responsible for the management and profitability of eight offices within PNC Bank’s footprint, which included the oversight and development of approximately 80 financial services personnel.

Education

  • The American College of Financial Services
    Chartered Financail Consultant, Financial Planning and Services
  • Duquesne University
    Master of Business Administration (MBA), Finance
  • University of Pittsburgh
    Bachelor's degree, Business/Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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