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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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Christopher Bryan

Wealth Director

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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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Josh Feldschneider

Financial Advisor

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Victoria Cocciolone

Client Services Director

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Thomas Crossett

Director

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Kate Fay, CFP®

Financial Planning Director

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Kevin Frank

Chief Business Development Officer

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Frank Frederico

Financial Advisor

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Nicholas Lampone

Chief Strategy Officer

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Scott Lermack

Financial Advisor

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Jonathan Markoe

Managing Director

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Jake Markoe

Financial Advisor

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Tom McElgunn

Financial Advisor

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Michael Modica

Partner

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Melanie Moore

Marketing Associate

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Christopher O'Neill
CFA, CIPM

Chief Investment Officer

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Bob Moore

Partner

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Harry Morad

Managing Partner

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Keval Patel

Investment Analyst

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Anthony Vasile

Financial Advisor

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Michael Wojcik

Director of Compliance

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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
Park

Our Investment Process

Learn about the investment strategies at Pine Valley Investments.