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About PVI

Built on trust,
driven by results.

Since 2015, Pine Valley Investments has grown from a bold idea into one of New Jersey's largest independent RIAs - guided by an unwavering commitment to fiduciary, client-first advice.

$2.67BN
Assets Under Management
1,800+
Clients Served
150+
Years Collective Experience
2015
Founded · Marlton, NJ
Data as of 3/30/2026
Our Story

A decade of growth.

Founded in 2015 by Harry Morad and Joe Duncan, Pine Valley Investments has grown from a $30M startup into one of New Jersey's largest independent RIAs.

2015
PVI Founded - Harry Morad and Joe Duncan launch the firm, finishing year one with $30M AUM.
2016
$125MAssets Under Management
Robert Moore joins PVI.
2017
$160MAssets Under Management
2018
$180MAssets Under Management
Jon Markoe & The Markoe Group join PVI.
2019
$370MAssets Under Management
Chris O'Neill joins PVI as CIO.
2020
$423MAssets Under Management
2021
$795MAssets Under Management
Kate Fay & The Fay Group join PVI.
2022
$1.0BAssets Under Management
Nick Lampone joins PVI as CSO.
PVI launches first Alternative Private Fund managed by PV Capital, LLC.
2023
$964MAssets Under Management
Jason Braatz joins PVI, forming Braatz Wealth Advisors (BWA).
Jim Vogt joins PVI.
Mark Magarian joins PVI.
2024
$1.7BAssets Under Management
2025
$2.1BAssets Under Management
PVI launches first Equity Hedge Fund managed by Magarian Capital Management, LLC.
TODAY
$2.67BAssets Under Management
As of 3/30/2026