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About Us

Our investment professionals have diverse educational and career backgrounds. We believe the best way to maintain a deeper understanding of investment priorities for our clients is to attract and retain proven professionals with varying perspectives and experiences. 

Meet Our Team

Our members have been successful as institutional market makers, proprietary equity and options traders, portfolio managers, risk managers, investment advisors, business owners and insurance specialists.


Our varying educational backgrounds include bachelors, masters, legal and doctorate degrees from leading institutions where studies have included: economics, engineering, finance, information systems and technology, journalism, labor studies and law. These experiences provide us with the necessary perspective to develop effective processes to better achieve your family's investment goals. 

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Victoria Allen

Client Services Manager

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Christopher Bryan

Investment Advisor Representative

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Kate Fay, CFP®

Financial Planning Director

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Josh Feldschneider

Investment Advisor Representative

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Darek Koleda

Wealth Management Advisor

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Mark Magarian

Senior Portfolio Manager

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Tom McElgunn, CFP®

Investment Advisor Representative

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Harry Morad

Managing Partner

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Bob Moore

Investment Advisor Representative

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Keval Patel

Investment Analyst

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Anthony Vasile

Investment Advisor Representative

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Michael Wojcik

Investment Advisor Representative

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Jared Beach

Investment Advisor Representative

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Victoria Cocciolone

Client Services Director

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Thomas Crossett

Director

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Frank Frederico

Investment Advisor Representative

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Nick Lampone

Chief Strategy Officer

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Jake Markoe

Investment Advisor Representative

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Mark McCartney

Client Services Associate

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Michael Modica

Partner

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Melanie Moore

Marketing Associate

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Greg Pizzano

Investment Advisor Representative

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Jim Vogt

Co-Chief Investment Officer

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Jason Braatz, CFP®

President - Braatz Wealth Advisors

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Mark Cole

Marketing Director

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Joseph Duncan

Founding Partner

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Isaac Jones

Wealth Management Advisor

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Scott Lermack, MBA, CEPA

Investment Advisor Representative

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Jonathan Markoe

Managing Director

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Jean McDevitt

Senior Executive Administrator

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Noah Modica

Investment Advisor Representative

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Christopher O'Neill, CFA, CIPM

Chief Investment Officer

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James Varley

Client Support Specialist
Braatz Wealth Advisors

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Scott Walden

COO - Braatz Wealth Advisors

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Our Investment Process

Learn about the investment strategies at Pine Valley Investments.

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Our Latest Updates

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