top of page
pine-cones.jpg

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. 

Victoria Allen.jpg

Victoria Allen

Client Services Manager

Victoria Cocciolone.jpg

Victoria Cocciolone

Client Services Director

1589499206416.jpg

Thomas Crossett

Director

Frank Frederico.jpg

Frank Frederico

Financial Advisor

Nick Lampone.jpg

Nick Lampone

Chief Strategy Officer

Jake Markoe.jpg

Jake Markoe

Financial Advisor

200x200pvi.png

Mark McCartney

Client Services Associate

Michael Modica.jpg

Michael Modica

Partner

Melanie Moore.jpg

Melanie Moore

Marketing Associate

Anthony Vasile.jpg

Anthony Vasile

Financial Advisor

Jared Beach.jpg

Jared Beach

Investment Advisor

mark-resized-248x300 (1).jpg

Mark Cole

Marketing Director

Joseph Duncan (1).jpg

Joseph Duncan

Founding Partner

Isaac Jones.jpg

Isaac Jones

Wealth Management Advisor

Scott Lermack.jpg

Scott Lermack

Financial Advisor

Jon Markoe.jpg

Jonathan Markoe

Managing Director

200x200pvi.png

Jean McDevitt

Senior Executive Administrator

200x200pvi.png

Noah Modica

Financial Advisor

Chris ONeill.jpg

Christopher O'Neill, CFA, CIPM

Chief Investment Officer

vogt.jpg

Jim Vogt

Co-Chief Investment Officer

IMG_7013.jpg

Christopher Bryan

Wealth Director

Kate Fay.jpg

Kate Fay, CFP®

Financial Planning Director

Josh Feldschneider.jpg

Josh Feldschneider

Financial Advisor

Darek-480x480.jpg

Darek Koleda

Wealth Management Advisor

magarian.jpg

Mark Magarian

Senior Portfolio Manager

Tom McElgunn.jpg

Tom McElgunn, CFP®

Financial Advisor

Harry Morad.jpg

Harry Morad

Managing Partner

Bob Moore.jpg

Bob Moore

Partner

Keval Patel.jpg

Keval Patel

Investment Analyst

Michael Wojcik.jpg

Michael Wojcik

Director of Compliance

Park

Our Investment Process

Learn about the investment strategies at Pine Valley Investments.

bottom of page