Grant Street Asset Management Inc

Kristen Jackson is a Series 65 licensed financial advisor with Grant Street Asset Management Inc in Canonsburg, PA, where she has worked since 2005. She has 20 years of industry experience and is part of a seven-advisor team. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs tailored to client goals and risk tolerance, employing a variety of analytical methods and managing portfolios using mutual funds, ETFs, individual securities, and derivatives.

David Huber III is a financial advisor at Grant Street Asset Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Grant Street, he held roles at Morningstar and the Center for Research In Security Prices. His work history also includes positions at Group One Trading LP and DePaul University. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm emphasizes asset allocation with a mix of mutual funds, ETFs, and individual securities, employing fundamental, quantitative, qualitative, and technical analysis tailored to client goals and risk tolerance.

Ashley Chupka is a Series 66-licensed advisor at Grant Street Asset Management Inc with four years of industry experience. Prior to joining Grant Street, she worked at JP Morgan Private Bank and BNY Mellon Wealth Management. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm manages approximately $768 million in assets and employs a diversified investment approach using asset allocation combined with mutual funds, ETFs, and individual securities tailored to client goals and risk tolerance.

Michael Evans is a Series 65-licensed advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street since 1993. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a personalized approach to investment programs, employing a range of analytical methods and tax-aware strategies, and manages approximately $669 million in client assets with a seven-advisor team.

Michael Loch is a Series 65-licensed financial advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street Asset Management since 1998. Grant Street Asset Management is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs based on client goals, risk tolerance, and time horizon, using a variety of securities and analytical methods, and manages approximately $669 million in client assets.

Patrick Evans is a financial advisor at Grant Street Asset Management Inc with 16 years of industry experience. He has been with Grant Street since 2013 and holds a Series 66 designation. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm manages approximately $768 million in client assets and employs an investment approach that combines asset allocation with mutual funds, ETFs, and individual securities, using fundamental, quantitative, qualitative, and technical analysis tailored to client goals and risk tolerance.

Landon Buzzerd is a CFP® with six years of industry experience. He is currently with Grant Street Asset Management, Inc., where he has worked since 2023. Prior to this, he was with Obsidian Personal Planning Solutions, LLC, and also held roles at the University of Maryland and Hagerstown Community College. Grant Street Asset Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as pension and charitable organizations. The firm’s investment approach includes asset allocation across mutual funds, ETFs, and individual securities using various analyses tailored to client goals and risk tolerance.

John Ferraro is a financial advisor at Grant Street Asset Management Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with Grant Street since 2002. Ferraro also serves as president of Corporate Management Systems, Inc., a bank and human resource consulting firm. Grant Street Asset Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a range of analytical methods and institutional platforms to manage portfolios focused on asset allocation and tax-aware strategies.