Canonsburg, PA Office

Paul Partridge Jr. is a financial advisor with Capital Analysts in Canonsburg, PA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Key Investment Services LLC and Keybank since 2018, as well as prior positions at PNC Investments and PNC Bank. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team. The firm’s approach includes model and custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

Jonathan Wicker is a financial advisor with Capital Analysts and Lincoln Investment, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He previously worked at VOYA Financial Advisors for three years before joining his current firms in 2017. Outside of his advisory roles, he serves as treasurer and board member of the Canon McMillan Girls Youth Lacrosse Association, a non-profit organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through a variety of programs. The firm’s investment decisions are guided by an in-house Research and Investment Management team that manages model portfolios using a proprietary mutual fund screening process, and it supports flexible advisory arrangements including client consultation and custom portfolios.