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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

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Client Services Manager

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Christopher Bryan

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Investment Advisor Representative

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Kate Fay, CFP®

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Financial Planning Director

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Josh Feldschneider

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Investment Advisor Representative

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Darek Koleda

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Wealth Management Advisor

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Mark Magarian

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Senior Portfolio Manager

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Tom McElgunn, CFP®

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Investment Advisor Representative

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Harry Morad

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Managing Partner

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Bob Moore

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Investment Advisor Representative

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Keval Patel

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Investment Analyst

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Anthony Vasile

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Investment Advisor Representative

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Michael Wojcik

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Investment Advisor Representative

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Jared Beach

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Investment Advisor Representative

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Victoria Cocciolone

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Client Services Director

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Thomas Crossett

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Director

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Frank Frederico

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Investment Advisor Representative

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Nick Lampone

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Chief Strategy Officer

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Jake Markoe

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Investment Advisor Representative

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Mark McCartney

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Client Services Associate

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Michael Modica

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Partner

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Melanie Moore

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Marketing Associate

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Greg Pizzano​

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Investment Advisor Representative

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Jim Vogt​

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Co-Chief Investment Officer

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Jason Braatz, CFP®

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President - Braatz Wealth Advisors

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Mark Cole

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Marketing Director

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Joseph Duncan

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Founding Partner

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Isaac Jones

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Wealth Management Advisor

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Scott Lermack, MBA, CEPA

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Investment Advisor Representative

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Jonathan Markoe

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Managing Director

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Jean McDevitt

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Senior Executive Administrator

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Noah Modica

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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

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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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