Bio
Experience
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XPYRIA Investment Advisors, Inc.
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United States
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President & CEO
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Jan 1997 - Present
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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.
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Vice President
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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.
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Education
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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
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Industry Focus. “Financial Services”
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