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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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Nicholas Lampone

Chief Strategy Officer

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Jake Markoe

Financial Advisor


Mark McCartney

Client Services Associate

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Melanie Moore

Marketing Associate

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Keval Patel

Investment Analyst

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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

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Michael Modica


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Harry Morad

Managing Partner

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Anthony Vasile

Financial Advisor


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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Bob Moore


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Christopher O'Neill, CFA, CIPM

Chief Investment Officer

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Michael Wojcik

Director of Compliance

How We Are Regulated

Pine Valley Investments is regulated by Federal, State,
and self-regulatory agencies, including those listed below.

Securities Investor Protection Corporation

Our Investment Process

Learn about the investment strategies at Pine Valley Investments.

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