Emily Sippel is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Atlantic Trust Private Wealth Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, consulting, and financial services.

Kaitlyn Haney is a CFP® professional with four years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various specialized offerings.

Paul Brahan is a CFP® with eight years of industry experience currently advising at Focus Partners Wealth, LLC. His career includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, Merrill, and Northwestern Mutual. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach rooted in enhanced open architecture.

Charles Mattiucci is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms including Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, Fragasso Financial Advisors, and LPL Financial. NorthCoast Asset Management provides investment advisory services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio management strategies.

Daryl Patten is a financial advisor with Focus Partners Wealth, LLC and holds Series 63, 65, and 66 licenses. He has 19 years of industry experience, including prior roles at Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. Focus Partners Wealth serves a diverse client base ranging from individuals to institutional investors, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis alongside third-party managers.

Matthew Villers is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. His work history includes roles at Kovitz Investment Group Partners LLC and Fidelity Investments. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate and institutional investors, offering investment management, financial counseling, family office services, and more. The firm’s investment approach emphasizes a long-term, tax- and fee-sensitive strategy that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Cory Phillips is a CFP® with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Edward Jones. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis and utilizes a broad set of investment strategies across managed and held-away assets.

Santo Liberto is a financial advisor at NorthCoast Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fort Pitt Capital Group LLC and Kovitz Investment Group Partners, LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, managing portfolios across a wide range of strategies including equity, income, alternatives, and private investment vehicles.

Mariano Lopez is a financial advisor at NorthCoast Asset Management LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Securities Inc., and PNC Investments. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio management strategies including alternatives and private investment vehicles.

Nathan Boxx is a CFP® with 12 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior roles include positions at Focus Partners Wealth, LLC, Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and risk management techniques across a diverse range of strategies.

Kyle Eichorn is a financial advisor with Focus Partners Wealth, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, The Huntington Investment Company, and Citizens Bank. He was also involved with RAW Kyle LLC from 2015 to 2019. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers investment management and a range of wealth services through a platform that combines fundamental and quantitative analysis with tax- and fee-sensitive strategies and access to various affiliated service companies.

Emily Franco is a CFP® with eight years of industry experience, currently affiliated with NorthCoast Asset Management LLC. She has held positions at Focus Partners Wealth, Kovitz Investment Group Partners, and Fort Pitt Capital Group. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models, managing most client relationships on a discretionary basis while acting as a fiduciary for ERISA and IRA accounts.

Theodore Bovard is a financial advisor at NorthCoast Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Focus Partners Wealth, LLC, Kovitz Investment Group Partners, LLC, and Fort Pitt Capital Group LLC. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a broad range of portfolio management strategies.

William Engel is a CFP® and Series 66-registered advisor with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Engel is a member of the Vistage Trusted Advisor Group in Pittsburgh, which provides mentorship and resources to business owners and professionals in the financial investment industry. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Derek Montanye is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Morgan Stanley, and JPMorgan Chase Bank, N.A. Outside of finance, he is a partner and guitarist in an 80s music cover band called That 80s Band LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, and institutional investors. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, with access to a broad network of affiliated service companies and product relationships.

William Chaney is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Chaney serves as a trustee for the Stackpole Foundation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside various specialized offerings.

Michael Blehar is a financial advisor at NorthCoast Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fort Pitt Capital Group LLC and Kovitz Investment Group Partners, LLC. He is currently also associated with Focus Partners Wealth, LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and offers a wide range of portfolio management strategies, including separately managed accounts and alternative investments.

Daniel Eye is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NorthCoast Asset Management LLC. His career includes roles at Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. He holds a Series 63 license and is based in Pittsburgh, PA. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and offers a wide range of portfolio management strategies, including alternatives and private investment vehicles.

Zachary Lemasters is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Principia College. Outside of advising, he is active as an independent insurance agent for various agencies. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside private and registered funds.

Roman Day is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 credential and six years of industry experience. He has worked at several firms including Kovitz Investment Group Partners, Fort Pitt Capital Group, LPL Financial, and Federated Investment Counseling. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and alternatives, and maintains a broad platform that includes affiliated service companies and product relationships beyond typical custody or manager platforms.

Eunji Kwon is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, and J.P. Morgan Securities LLC. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and retirement plan fiduciary solutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis alongside third-party managers and provides integrated reporting across managed and held-away accounts.

Skylar Riddle is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed by Kovitz Investment Group Partners, Fort Pitt Capital Group, and PNC Investments. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Beth Lynch is a CFP® with 19 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Schneider Downs Wealth Management Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach is long-term and tax- and fee-sensitive, combining active and passive strategies within an enhanced open architecture framework.