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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


Christopher Bryan

Investment Advisor Representative


Thomas Crossett


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Isaac Jones

Investment Advisor Representative


Mark Magarian

Senior Portfolio Manager

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Mark McCartney

Client Services Associate

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Noah Modica

Investment Advisor Representative

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Keval Patel

Investment Analyst

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Jim Vogt

Co-Chief Investment Officer

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Jared Beach

Investment Advisor Representative


Victoria Cocciolone

Client Services Director

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Joseph Duncan

Founding Partner


Darek Koleda

Investment Advisor Representative

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Jake Markoe

Investment Advisor Representative

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Jean McDevitt

Senior Executive Administrator

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Robert Moore

Investment Advisor Representative


Greg Pizzano

Senior Portfolio Manager

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Scott Walden



Jason Braatz, CFP®

President - BWA


Mark Cole

Marketing Director

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Joshua Feldschneider

Investment Advisor Representative

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Nick Lampone

Chief Strategy Officer

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Jonathan Markoe

Managing Director

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Harry Morad

Managing Partner

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Melanie Moore

Marketing Associate

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James Varley

Client Support Specialist - BWA

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Michael Wojcik

Investment Advisor Representative


Jerry Braatz

Vice President - BWA

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Kate Fay, CFP®

Financial Planning Director

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Frank Frederico

Investment Advisor Representative


Scott Lermack, MBA, CEPA

Investment Advisor Representative

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Tom McElgunn, CFP®

Investment Advisor Representative

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Michael Modica


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Chris O'Neill, CFA, CIPM

Chief Investment Officer


Anthony Vasile

Investment Advisor Representative


Our Investment Process

Learn about the investment strategies at Pine Valley Investments.

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Our Latest Updates

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