Roble, Belko and Company, Inc.

Keith Wander is a CFA® charterholder with 10 years of industry experience. He has been with Roble, Belko and Company, Inc. since 2013. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step process focused on strategic asset allocation and a core/satellite approach, incorporating both passive and active strategies along with selective use of derivatives for hedging, tax management, and income enhancement.

Nicholas Cavanaugh is a financial advisor at Roble, Belko and Company, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Hirtle, Callaghan & Co. LLC, Vicus Capital, Inc., and BNY Mellon. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process using a core/satellite approach and incorporates passive, active, and non-traditional strategies, including derivatives, with an emphasis on capital preservation and after-tax outcomes.

Jacqueline Cannella is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Roble, Belko and Company, Inc., where she has worked since 2024, following roles at UBS Financial Services and JPMorgan Chase & Co. Prior to her financial services career, she was affiliated with Penn State University. Roble, Belko and Company manages discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations, employing a tailored investment approach that includes strategic asset allocation and a core/satellite framework with active and passive strategies, as well as selective use of derivatives for hedging, tax management, or income enhancement.

Anthony Carrino is a CFP® and ChFC® with 23 years of experience in the financial industry. He has worked at Roble Asset Management and Emmet & Company since 2003, and also maintains roles at First Institutional Securities LLC and CPA Investment Solutions, LLC. Carrino operates Sycamore Consulting, a sole proprietorship focused on investment consulting. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process emphasizing strategic asset allocation, a core/satellite approach, and incorporates both traditional and non-traditional strategies, including options and derivatives, with ongoing portfolio monitoring and quarterly reviews.

Mario Posteraro is a CFP® professional at Roble, Belko and Company, Inc. with seven years of industry experience. He has worked at Roble, Belko and Company since 2018 and previously at PNC Wealth Management from 2015 to 2018. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process with a core/satellite approach and incorporates passive and active strategies, including the selective use of derivatives for hedging, tax management, and income enhancement.

Roger Roble is a financial advisor with Roble, Belko and Company, Inc. in Sewickley, PA, holding a Series 63 designation and 25 years of industry experience. He has been with Roble, Belko and Company since 2000. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment process emphasizing strategic asset allocation and a core/satellite approach, incorporating both traditional and non-traditional strategies, with attention to tax outcomes and risk management.

Ryan Lacey is a CFP® with 10 years of industry experience and has been with Roble, Belko and Company, Inc. since 2008. He is based in Sewickley, PA, and holds a Series 63 license. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process focused on strategic asset allocation and a core/satellite approach, incorporating both passive and active strategies along with selective use of derivatives for hedging, tax management, and income enhancement.

William Belko is a CFP® and CFA® with 25 years of industry experience. He has been with Roble, Belko and Company, Inc. since 2002 and is based in Sewickley, PA. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process focused on strategic asset allocation and utilizes a core/satellite approach with both passive and active strategies, including selective use of derivatives for hedging, tax management, and income enhancement.