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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

  • LinkedIn - Victoria Allen
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CHRISTOPHER BRYAN

Wealth Director

  • LinkedIn - Christopher Bryan
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JARED 
BEACH

Investment Advisor

  • LinkedIn - Jared Beach
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MARK
COLE

Marketing Director

  • LinkedIn - Mark Cole
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JOSEPH
DUNCAN

Founding Partner

  • LinkedIn - Joseph Duncan
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JOSH FELDSCHNEIDER

Financial Advisor

  • LinkedIn - Josh Feldschneider
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VICTORIA
COCCIOLONE

Client Services Director

  • LinkedIn - Victoria Cocciolone
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THOMAS CROSSETT

Director

  • LinkedIn - Thomas Crossett
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KATE
FAY, CFP®

Financial Planning Director

  • LinkedIn - Kate Fay
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KEVIN
FRANK

Chief Business Development Officer

  • LinkedIn - Kevin Frank
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FRANK FREDERICO

Financial Advisor

  • LinkedIn - Frank Frederico
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NICHOLAS
LAMPONE

Chief Strategy Officer

  • LinkedIn - Nick Lampone
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SCOTT
LERMACK

Financial Advisor

  • LinkedIn - Scott Lermack
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JONATHAN
MARKOE

Managing Director

  • LinkedIn - Jon Markoe
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JAKE
MARKOE

Financial Advisor

  • LinkedIn - Jake Markoe
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TOM 
McELGUNN

Financial Advisor

  • LinkedIn - Tom McElgunn
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MICHAEL
MODICA

Partner

  • LinkedIn - Michael Modica
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MELANIE
MOORE

Marketing Associate

  • LinkedIn - Melanie Moore
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CHRISTOPHER O'NEILL
CFA, CIPM

Chief Investment Officer

  • LinkedIn - Chris ONeill
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BOB
MOORE

Partner

  • LinkedIn - Bob Moore
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HARRY
MORAD

Managing Partner

  • LinkedIn - Harry Morad
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KEVAL
PATEL

Investment Analyst

  • LinkedIn - Keval Patel
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ANTHONY
VASILE

Financial Advisor

  • LinkedIn - Anthony Vasile
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MICHAEL
WOJCIK

Director of Compliance

  • LinkedIn - Michael Wojcik

How We Are Regulated

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

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Securities Investor Protection Corporation