Greg Pizzano Brings Over Four Decades of Expertise to PVI

Pine Valley Investments (PVI), a registered investment advisory (RIA) firm, is pleased to announce the hiring of Greg Pizzano as an Investment Advisor Representative and Portfolio Manager.

Greg is a seasoned professional known for his commitment to serving his clients’ best interests, helping them achieve their long-term financial goals.

In 1990, Mr. Pizzano founded GMP Asset Management, a fee-based Registered Investment Advisory firm. In 2002, with his clientele from GMP, Greg joined New Century Asset Management, an RIA division of Valley Bank, as their Senior Portfolio Manager. Here, he continued to focus on building and managing equity-based model portfolios for the Bank’s Trust clients as well as for New Century Asset Management. New Century later merged into Hallmark Capital Management (HCM), and Greg transitioned into this bank division. During his tenure at HCM, he capably steered the management of approximately $300 million, catering to taxable and qualified retirement plans, trusts, endowments, and non-profit organizations.

Nick Lampone, PVI’s Chief Strategy Officer, stated, “We are thrilled to welcome Greg to PVI. His experience and background fit our purpose of providing exceptional financial guidance and service to our clients.”

Greg’s wealth of experience extends beyond finance as a management consultant for Change Bridge Inn, an assisted living facility established in the late 1980s. He managed the budgets and finances of the facility, provided cash flow analysis, and successfully negotiated the facility’s eventual sale.

In addition to his distinguished professional career, Mr. Pizzano is an active and engaged member of his community, having served on the Tri Town Chamber of Commerce and the town of Boonton Planning Board. For 25 years, he has served on the Board of Governors and Executive Committee as Board Treasurer for Lakeland Hills Family YMCA in Mountain Lakes, NJ.

About Pine Valley Investments (PVI):

Pine Valley Investments is a leading registered investment advisory firm specializing in wealth

management, risk management and planning solutions. With a team of proven and experienced professionals, PVI is dedicated to delivering comprehensive financial solutions tailored to meet the unique needs and objectives of their institutional and high-net-worth clients. *Registration does not imply a certain level of skill or training.

For more information, please contact PVI at info@pinevalleyinvestments.com

PVI Welcomes the Braatz Wealth Advisors Group

Pine Valley Investments (PVI) is a registered investment advisory (RIA) firm and proud to

announce the addition of Jason Braatz, Scott Walden, and James Varley as the Braatz Wealth

Advisors (BWA) group. Prior to joining PVI, the BWA group was part of a team responsible foroverseeing 500+ million dollars at Merrill Lynch.

"We are thrilled to have Jason join our team. His industry experience, coupled with his teams unwavering commitment to providing exceptional service aligns perfectly with our mission of delivering outstanding results for our clients. We are confident that Jason's expertise will further strengthen our capabilities and contribute to the continued growth and success of PVI." - Mike Modica, Partner of PVI.

Nick Lampone, the Chief Strategy Officer of PVI added, “the addition of BWA marks an exciting chapter for our firm. This step further solidifies our commitment in delivering exceptional wealth management solutions to our esteemed clientele. PVI remains a place for not just any advisor, rather the most proven advisors.”

Commenting on his new role, Jason expressed his enthusiasm for joining PVI: "I am blessed for my time and experiences at Merrill Lynch. My team and I are honored to join a forward-thinking firm like Pine Valley Investments. This decision was the result of a thorough analysis, but a simple objective – where can I best offer a client first approach.”

About Pine Valley Investments (PVI):

Pine Valley Investments is a leading registered investment advisory firm specializing in wealth

management, risk management and planning solutions. With a team of proven and experienced professionals, PVI is dedicated to delivering comprehensive financial solutions tailored to meet the unique needs and objectives of their institutional and high-net-worth clients.

For media inquiries, please contact: info@pinevalleyinvestments.com

PVI recognized as one of USA Today's Best Financial Advisory Firms

We are thrilled to announce that Pine Valley Investments has been recognized as one of USA Today’s Best Financial Advisory Firms. It is an incredible honor to receive this award, and we are grateful to our dedicated team, loyal clients, and supportive community for helping us achieve this milestone. The rankings were determined based on two dimensions:

1. Peer/Client Recommendations collected via an independent survey sent to over 20,000 clients and financial advisors
   

2. Growth of Assets under Management (AUM) analyzed both short (12 months) and long-term (5-years) based on publicly available data. Pine Valley Investments did not compensate USA Today for this award.

We take great pride in providing outstanding financial advice and guidance to our clients, and this recognition is a testament to our commitment to excellence. PVI looks forward to continuing to serve our clients with the same level of dedication and expertise that earned us this accolade. Thank you for your trust and support.

https://www.usatoday.com/in-depth/money/2023/04/26/best-financial-advisor-firms/11570568002/