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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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Victoria Cocciolone

Client Services Director


Thomas Crossett


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Frank Frederico

Financial Advisor

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Nick Lampone

Chief Strategy Officer

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Jake Markoe

Financial Advisor


Mark McCartney

Client Services Associate

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Michael Modica


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Melanie Moore

Marketing Associate

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Anthony Vasile

Financial Advisor

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Jared Beach

Investment Advisor

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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

Financial Advisor

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Jonathan Markoe

Managing Director


Jean McDevitt

Senior Executive Administrator


Noah Modica

Financial Advisor

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Christopher O'Neill, CFA, CIPM

Chief Investment Officer


Jim Vogt

Co-Chief Investment Officer


Christopher Bryan

Wealth Director

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Kate Fay, CFP®

Financial Planning Director

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Josh Feldschneider

Financial Advisor


Darek Koleda

Wealth Management Advisor


Mark Magarian

Senior Portfolio Manager

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Tom McElgunn, CFP®

Financial Advisor

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Harry Morad

Managing Partner

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Bob Moore


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Keval Patel

Investment Analyst

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Michael Wojcik

Director of Compliance


Our Investment Process

Learn about the investment strategies at Pine Valley Investments.

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