Advisors at this firm
Anthony P
Series 65
Warrendale, PA
Petredis Investment Advisors
Anthony Podrasky is a financial advisor at Petredis Investment Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at L!VE Technologies, HBK, and PNC. He has also been involved with the Lions Club. Petredis Investment Advisors serves individuals, families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm offers investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services, using client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies.
Charles P
CFA®, Series 66
Warrendale, PA
Petredis Investment Advisors
Charles Petredis is a CFA® charterholder with 14 years of industry experience. He is currently with Petredis Investment Advisors, where he has worked since 2022. Prior to this, he held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as a board member for The Saint Constantine School of Pittsburgh and is a member at large for the Whitetail Crossing Homeowners Association. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm employs client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies, offering both discretionary and non-discretionary portfolio management.
Eric F
CFA®
Warrendale, PA
Petredis Investment Advisors
Eric Fencil is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Petredis Investment Advisors. He has previously worked at Troutwood and the Federal Home Loan Bank Pittsburgh. In addition to his advisory role, Eric is an adjunct professor at La Roche University, where he teaches accounting courses, and he serves as co-president of the board of directors for the CFA Society in Pittsburgh. Petredis Investment Advisors serves a diverse client base including high-net-worth individuals, multi-generational families, and institutions, managing approximately $1.4 billion in discretionary assets. The firm employs a client-specific, risk-adjusted, and tax-aware investment approach that combines active and passive strategies across various asset classes.
Alexandra C
CFP®, Series 66
Warrendale, PA
Petredis Investment Advisors
Alexandra Cameron is a CFP® and holds a Series 66 license with 11 years of industry experience. She currently works at Petredis Investment Advisors, where she has been since 2022. Prior to that, she spent six years at Wells Fargo Clearing and two years at WELLS FARGO Advisors, LLC. Petredis Investment Advisors serves a diverse client base including high-net-worth individuals, multi-generational families, retirement plans, nonprofits, and businesses. The firm manages approximately $1.4 billion in discretionary assets and employs a client-specific, risk-adjusted, and tax-aware investment approach that combines active and passive strategies across various asset classes.
Christian P
CFA®, Series 66
Warrendale, PA
Petredis Investment Advisors
Christian Petredis is a CFA® charterholder with 10 years of industry experience. He is a member of Petredis Investment Advisors, where he has worked since 2022. Prior to that, he held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profit organizations, and businesses by providing investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services. The firm manages approximately $1.4 billion in discretionary assets and employs client-specific, risk-adjusted, and tax-aware asset allocations combining active and passive strategies.
Athena M
CFP®, Series 65
Warrendale, PA
Petredis Investment Advisors
Athena Mallios is a CFP® with three years of industry experience, currently serving at Petredis Investment Advisors. Her prior work includes roles at Enterprise Technology Research and Michele's Dance Center. Petredis Investment Advisors serves individuals, families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm uses client-specific, risk-adjusted, and tax-aware asset allocations combining active and passive strategies across various investment types.
Charles P
Series 63, Series 65
Warrendale, PA
Petredis Investment Advisors
Charles Petredis is a financial advisor with Petredis Investment Advisors in Warrendale, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Petredis serves on finance and endowment committees for Shadyside Academy and Holy Trinity Greek Orthodox Church, and participates on the finance advisory board at Penn State Smeal College of Business. Petredis Investment Advisors serves individuals, families, retirement plans, nonprofits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm constructs client-specific, risk-adjusted, and tax-aware portfolios combining active and passive strategies, with a focus on qualitative, quantitative, and technical analysis.