Pittsburgh, PA Office
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Steel Tower Investments
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About
Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, selection of other advisers, and pension consulting to individuals (including high‑net‑worth clients), trusts and estates, corporations, retirement plans, and state or municipal entities. Services are tailored to each client and described in written agreements that govern ongoing monitoring and rebalancing.
The firm implements client strategies using customized portfolios, model portfolios, sub‑advisers, and managed account platforms, including a UMA program through Adhesion and Schwab-managed account options; optional tax‑overlay services are available for UMA clients. Investment vehicles may include mutual funds, ETFs, individual equities and debt, options, margin, alternative investments, and private funds accessed through iCapital, with periodic reviews and risk disclosures provided to clients.
Notable features in the brochure include support for institutional and offshore accounts via a custodial relationship with Comerica and a stated significant non‑U.S. client base, along with multiple corporate affiliations — including HBK Sorce Brokerage LLC (a broker‑dealer), HBK Sorce Insurance LLC (an insurance agency), affiliated accounting firms (e.g., Urish Popeck & Co.), and affiliated RIAs. The firm manages roughly $258.6 million for a relatively small client roster while operating with a small adviser team, a combination that, together with its brokerage, insurance, accounting affiliations and alternative‑investment access, differentiates it from many peers.
Based on Steel Tower Investments
Expertise
Based on Steel Tower Investments
Location
444 Liberty Avenue, Suite 1400
Pittsburgh PA 15222
Advisors at this office
3
Advisors at this office
Kenneth U
Pittsburgh, PA
Steel Tower Investments
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 H
CFP®, Series 63, Series 65
Pittsburgh, PA
Steel Tower Investments
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 U
Series 63, Series 65
Pittsburgh, PA
Steel Tower Investments
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.
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