Steel Tower Investments

Saundra Gibson Genoni is a financial advisor at Steel Tower Investments with 33 years of industry experience. Her prior roles include positions at Credit Suisse Securities, Merrill, and Wells Fargo Advisors. She holds Series 63 and Series 65 designations and owns the controlling interest in Cobra Black II, LLC, which invested in a startup in 2021. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, trusts, corporations, retirement plans, and municipal entities. The firm employs customized and model portfolios along with managed account platforms and offers access to a range of investment vehicles, including alternative investments through iCapital.

Kenneth Urish is a financial advisor at Steel Tower Investments with 17 years of industry experience. He is also the managing partner of Urish Popeck & Co., an accounting firm, and serves on the board of directors of BlackRock, Inc., where he chairs the audit committee for the Equity Liquidity Fund. He has held leadership roles in various family partnerships and accounting businesses since the 1970s. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, trusts, estates, corporations, and retirement plans. The firm offers customized portfolios and access to multiple investment platforms, serving a client base that includes high-net-worth, institutional, and offshore accounts.

Bradford Hess is a CFP® certificant with 12 years of industry experience. He is currently an advisor at Steel Tower Investments, where he has worked since 2023. Prior to that, he held positions at Levy Wealth Management Group, LPL Financial, Goldman Sachs, and VOYA Financial Advisors. He is also an independent licensed insurance agent based in Philadelphia. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting to a range of clients including individuals, trusts, corporations, and retirement plans. The firm offers customized portfolios and access to alternative investments, serving a notable non-U.S. client base alongside its domestic clientele.

Elizabeth Urish is a financial advisor at Steel Tower Investments with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Up Strategic Wealth Investment Advisors, LLC since 2013. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, trusts, estates, corporations, retirement plans, and municipal entities. The firm offers customized portfolios and model portfolios with access to various investment vehicles and supports institutional and offshore accounts, managing approximately $258.6 million for a small client base with a team of four advisors.