Meet the team
Everything starts with and revolves around you and your family. We are committed to providing personalized, holistic financial strategies that empower you to grow, protect, and transfer your wealth.
To meet the team, please call us at 412-867-4451. Or, visit us at 444 Liberty Avenue, Pittsburgh, PA 15222.
James Marks CFP®
Private Wealth Advisor, SVP
Pittsburgh, Pennsylvania
Steven Bertolo CFP®
Private Wealth Advisor, SVP
Pittsburgh, Pennsylvania
Julie Dengler
Practice Manager, AVP
Pittsburgh, Pennsylvania
© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC
Banking products are offered through Citizens Bank, N.A. (“CBNA”). For deposit products, Member FDIC.
* Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE