Advisors at this firm
Kristen J
Series 65
Canonsburg, PA
Grant Street Asset Management Inc
Kristen Jackson is a Series 65 licensed financial advisor with Grant Street Asset Management Inc in Canonsburg, PA, where she has worked since 2005. She has 20 years of industry experience and is part of a seven-advisor team. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs tailored to client goals and risk tolerance, employing a variety of analytical methods and managing portfolios using mutual funds, ETFs, individual securities, and derivatives.
Michael E
Series 65
Canonsburg, PA
Grant Street Asset Management Inc
Michael Evans is a Series 65-licensed advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street since 1993. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a personalized approach to investment programs, employing a range of analytical methods and tax-aware strategies, and manages approximately $669 million in client assets with a seven-advisor team.
Michael L
Series 65
Canonsburg, PA
Grant Street Asset Management Inc
Michael Loch is a Series 65-licensed financial advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street Asset Management since 1998. Grant Street Asset Management is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs based on client goals, risk tolerance, and time horizon, using a variety of securities and analytical methods, and manages approximately $669 million in client assets.
Patrick E
Series 66
Canonsburg, PA
Grant Street Asset Management Inc
Patrick Evans is a financial advisor at Grant Street Asset Management Inc with 15 years of industry experience. He holds the Series 66 designation and has been with the firm since 2013. Grant Street Asset Management is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on personalized investment programs that incorporate a variety of analytical methods and tax-aware strategies, managing approximately $669 million in client assets with a seven-advisor team.
Landon B
CFP®, Series 65
Canonsburg, PA
Grant Street Asset Management Inc
Landon Buzzerd is a CFP® and holds a Series 65 license, with five years of industry experience. He currently works at Grant Street Asset Management Inc, where he has been since 2023. Prior to this, he was with Obsidian Personal Planning Solutions, LLC from 2019 to 2023 and has experience in academic roles at the University of Maryland and Hagerstown Community College. Grant Street Asset Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management and financial planning, focusing on personalized investment programs that incorporate a range of analytical methods and tax-aware strategies.
John F
Series 65
Canonsburg, PA
Grant Street Asset Management Inc
John Ferraro is a financial advisor at Grant Street Asset Management Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with Grant Street since 2002. Ferraro also serves as president of Corporate Management Systems, Inc., a bank and human resource consulting firm. Grant Street Asset Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a range of analytical methods and institutional platforms to manage portfolios focused on asset allocation and tax-aware strategies.
Scott D
Series 66
Canonsburg, PA
Grant Street Asset Management Inc
Scott Dolson is a financial advisor at Grant Street Asset Management Inc with 15 years of industry experience. He holds a Series 66 designation and has worked at Mellon, The Bank of New York Mellon, MBSC Securities Corporation, and Mellon Capital Management prior to joining Grant Street in 2020. Grant Street Asset Management is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes personalized investment programs based on client goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and tax-aware strategies.