News

Award winner announced in 

Pittsburgh Magazine

and The Wall Street Journal

 

The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria). 9. Education and professional designations/industry and board certifications. 10. Pro Bono and community service work. This year, we honored 2 Pittsburgh-area investment professionals with the Five Star Investment Professional award.

The 2023 Recipient of

The Best of Pittsburgh Award - Financial Institutions Category

The Best of Pittsburgh Award Program was created to honor and recognized the achievements and positive contributions of businesses and organizations in and around Pittsburgh. Their mission is to raise the profile of exemplary companies and entrepreneurs among the press, the business community, and the general public. The selection process does not include voting, contests, or surveys. The Award Program uses only empirical data supplied by independent third parties as input into their award algorithm. The Best of Pittsburgh Award Program uses information gathered internally in conjunction with third-party data as a part of the selection process.