Advisors at this firm
Douglas W
Series 63, Series 66
Pittsburgh, PA
Healthview Asset Management, Inc.
Douglas Woods is a financial advisor with Healthview Asset Management, Inc. He holds Series 63 and Series 66 designations and has 28 years of industry experience. He has worked at Bennington Asset Management and Advisory Group Equity Services Ltd since 2007. Outside of his advisory work, he serves as the official scorekeeper for men's and women's basketball games at Duquesne University. Healthview Asset Management provides fee-based discretionary portfolio management and retirement planning services to both individual and institutional clients. The firm integrates actuarial algorithms into healthcare-centered planning and offers customized investment solutions, including Health Savings Account and Health Reimbursement Arrangement programs.
Renato M
Series 65
Danvers, MA
Healthview Asset Management, Inc.
Renato Mastrogiovanni is a financial advisor at HealthView Asset Management, Inc. with one year of industry experience. He holds a Series 65 designation and has been associated with HealthView Services since 2012. HealthView Asset Management provides fee-based discretionary portfolio management and retirement planning services to individual and institutional clients. The firm focuses on healthcare-centered planning, integrating actuarial algorithms to project retirement healthcare costs, and offers customized portfolios that combine fundamental and technical analysis.
George B
Series 63, Series 65
Pittsburgh, PA
Healthview Asset Management, Inc.
George Bernard Jr. is a financial advisor at Healthview Asset Management, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 designations with 48 years of industry experience. He has worked at Healthview since 2003 and previously spent 11 years with Advisory Group Equity Services. Outside of his advisory role, Bernard serves as managing director of Bennington Asset Management LLC, a marketing company, and is an outside board member for WorldCare North America. Healthview Asset Management provides fee-based discretionary portfolio management and retirement planning services to individuals and institutional clients. The firm specializes in healthcare-centered financial planning, integrating actuarial algorithms to address retirement healthcare costs and offering customized investment portfolios and health savings account programs.
