Advisors at this firm
Mark K
Series 63, Series 65
Pittsburgh, PA
MFA Wealth Advisors, LLC
Mark Kasimirsky is a financial advisor at Moralis Technologies, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moralis Technologies since 2021, as well as MFA Wealth since 2017 and MassMutual since 2014. Outside of his advisory roles, he serves as president of Back Porch Innovations, a home goods retailer. Moralis Technologies provides discretionary investment management to a diverse client base, including individuals, charitable organizations, and corporations. The firm integrates quantitative, fundamental, technical, and cyclical analysis with proprietary technology and a Faith and Finance Score to build diversified portfolios aligned with Christian and Catholic values.
Nathan F
Series 66
Pittsburgh, PA
MFA Wealth Advisors, LLC
Nathan Fulkman is a financial advisor at MFA Wealth Advisors, LLC in Pittsburgh, PA, with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, KeyBank, and Mass Mutual. He is also an advisor at Moralis Technologies, LLC, a related SEC-registered investment adviser. MFA Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm emphasizes fundamental analysis and customizes asset allocations across various investment vehicles, offering options such as value and faith-based/ESG-aligned strategies.
Megan P
Series 63, Series 65
Pittsburgh, PA
MFA Wealth Advisors, LLC
Megan Petruska is a financial advisor at MFA Wealth Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials and serves as Chief Operations Officer at both MFA Wealth Advisors and Moralis Technologies, LLC. Additionally, she is a partner at Watchdog Xpert, a compliance technology firm. MFA Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs fundamental analysis to tailor asset allocations across various investment vehicles and offers options including value and faith-based/ESG-aligned strategies.
Christopher M
ChFC®, Series 63, Series 65
Pittsburgh, PA
MFA Wealth Advisors, LLC
Christopher McMahon is a financial advisor with MFA Wealth Advisors, LLC in Pittsburgh, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience and serves as president and CEO of both MFA Wealth Advisors and Moralis Technologies, LLC, an affiliated SEC-registered investment adviser. He is also an author of the book *Faithful Finances*. MFA Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm uses fundamental analysis and customizes asset allocations across various investment vehicles, offering value and faith-based/ESG-aligned strategies, and incorporates cryptocurrency exposure and lending options for clients who choose those services.
Bohdan S
Series 63, Series 65
Pittsburgh, PA
MFA Wealth Advisors, LLC
Bohdan Stone is a financial advisor with MFA Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior work includes tenures at Morgan Stanley and Morgan Stanley Private Bank. He is also an advisor with Moralis Technologies, LLC, a related SEC-registered investment adviser. MFA Wealth Advisors offers discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs fundamental analysis to tailor asset allocations across various investment vehicles and provides options including value and faith-based/ESG-aligned strategies, with additional services such as independent manager access and donor-advised fund management.
Gregory D
Series 63, Series 65
Pittsburgh, PA
MFA Wealth Advisors, LLC
Gregory Dukes is a financial advisor with Moralis Technologies, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at MFA Wealth Advisors, LLC since 2014 and joined Moralis Technologies in 2021. Outside of his advisory roles, he manages two online businesses, My Cookees LLC and Birthday Skirt LLC, which focus on cookie sales and online clothing retail, respectively. Moralis Technologies, LLC provides discretionary investment management to a diverse client base including individuals, charitable organizations, and corporations. The firm employs a combination of quantitative, fundamental, technical, and cyclical analysis alongside proprietary technology and a Faith and Finance Score to build diversified portfolios that incorporate values-based investment screening aligned with Christian and Catholic beliefs.
William M
Series 63, Series 65
Pittsburgh, PA
MFA Wealth Advisors, LLC
William Mc Mahon is an investment advisor at Moralis Technologies, LLC with eight years of industry experience. He previously worked at Morgan Stanley & Co. LLC and JP Morgan Chase. Mc Mahon holds Series 63 and Series 65 licenses and serves as Chief Equity Strategist at both Moralis Technologies and MFA Wealth Advisors. Moralis Technologies, LLC provides discretionary investment management to a diverse client base including individuals, charitable organizations, and corporations. The firm employs a values-based investing strategy aligned with Christian and Catholic beliefs, combining quantitative, fundamental, technical, and cyclical analysis with proprietary technology to construct diversified model portfolios.