Petredis Investment Advisors

Anthony Podrasky is a financial advisor at Petredis Investment Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at L!VE Technologies, HBK, and PNC. He has also been involved with the Lions Club. Petredis Investment Advisors serves individuals, families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm offers investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services, using client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies.

Charles Petredis is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Petredis Investment Advisors since 2022 and previously spent six years at Wells Fargo Clearing. Outside of his advisory role, he serves as a board member at The Saint Constantine School of Pittsburgh and is a member at large of the Whitetail Crossing Homeowners Association. Petredis Investment Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth families, retirement plans, non-profits, and businesses. The firm employs a combination of active and passive strategies across various asset classes, focusing on risk-adjusted, tax-efficient allocations tailored to client objectives.

Eric Fencil is a CFA® charterholder with two years of industry experience and is currently an advisor at Petredis Investment Advisors. He has worked at the firm since 2024 and also teaches accounting courses as an adjunct professor at La Roche University. Additionally, he serves as co-president of the board of directors for the CFA Society in Pittsburgh. Petredis Investment Advisors provides investment management, financial planning, and fiduciary and non-fiduciary retirement plan services to individuals, families, retirement plans, non-profits, and businesses. The firm employs both active and passive strategies across multiple asset classes and actively monitors portfolios to manage risk and tax efficiency.

Alexandra Cameron is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Petredis Investment Advisors, where she has worked since 2022, and previously spent six years at Wells Fargo Clearing. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses by providing investment management, financial planning, and fiduciary and non-fiduciary retirement plan services. The firm constructs risk-adjusted, tax-efficient portfolios using a combination of active and passive strategies and employs a variety of analytical methods to guide security selection.

Christian Petredis is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He has worked at Petredis Investment Advisors since 2022 and was previously employed at Wells Fargo Clearing from 2016 to 2022. Petredis is based in Warrendale, PA, and is part of a seven-advisor team. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses with investment management, financial planning, and fiduciary and non-fiduciary retirement plan services. The firm employs risk-adjusted, tax-efficient asset allocations combining active and passive strategies across multiple asset classes and actively monitors portfolios using various analytical methods.

Athena Mallios is a CFP® and Series 65-licensed financial advisor at Petredis Investment Advisors with three years of industry experience. She has held roles at Enterprise Technology Research, Royal Caribbean Cruises Ltd., and Walt Disney World Resort. Outside of finance, she was involved with Michele's Dance Center for one year. Petredis Investment Advisors provides investment management, financial planning, and fiduciary and non-fiduciary retirement plan services to individuals, high-net-worth families, retirement plans, nonprofits, and businesses. The firm combines active and passive strategies across various asset classes and employs risk-adjusted, tax-efficient asset allocations with ongoing portfolio monitoring.

Charles Petredis is a financial advisor with Petredis Investment Advisors in Warrendale, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Before joining Petredis Investment Advisors in 2022, he worked at Wells Fargo Clearing for six years. He serves on several finance and endowment committees, including those at Shadyside Academy, Holy Trinity Greek Orthodox Church, and Penn State Smeal College of Business, where he participates in developing finance education programs. Petredis Investment Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth families, businesses, and non-profits. The firm constructs risk-adjusted, tax-efficient portfolios using a combination of active and passive strategies across multiple asset classes and employs various techniques including margin and option writing when appropriate.