Advisors at this firm
Matthew V
Series 65
Pittsburgh, PA
Vista Investment Management, LLC
Matthew Viverette is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, with 11 years of industry experience. He holds a Series 65 designation and has been with Vista since 2014. Vista provides discretionary investment management to individuals, trusts and estates, businesses, and retirement plan participants, with a focus on fundamental, value-oriented security selection and broad diversification. The firm also offers limited pension consulting services and uses derivative instruments and exchange-traded strategies primarily for tactical allocation and tax management.
Lawrence E
Series 65
Pittsburgh, PA
Vista Investment Management, LLC
Lawrence Eakin is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, with 12 years of industry experience. He holds the Series 65 designation and has worked at Vista since 2018, following four years at Guyasuta Investment Advisors, Inc. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, businesses, and retirement plan participants, along with limited pension consulting. The firm emphasizes fundamental, value-oriented security selection and broad diversification, using internal research and tactical allocation tools such as derivatives and exchange-traded strategies.
Dylan D
Series 63, Series 66
Pittsburgh, PA
Vista Investment Management, LLC
Dylan Dunlop is a financial advisor at Vista Investment Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch, UBS Financial Services, and The Vanguard Group. Outside of his advisory role, he also works part-time as a driver for Uber Technologies, Inc. Vista Investment Management provides discretionary investment management to individuals, trusts, estates, businesses, and retirement plan participants, focusing on fundamental, value-oriented security selection and broad diversification with ongoing rebalancing. The firm also offers limited pension consulting services and employs derivatives and exchange-traded strategies for tactical allocation and tax management.
John F
CFA®, Series 63, Series 65
Pittsburgh, PA
Vista Investment Management, LLC
John Frankola is a CFA® charterholder with 36 years of industry experience, currently serving at Vista Investment Management, LLC since 2002. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Vista Investment Management, LLC provides discretionary investment management to individuals, trusts, estates, businesses, and retirement plan participants, with a focus on fundamental, value-oriented security selection and broad diversification. The firm distinguishes itself through its documented use of derivatives and exchange-traded strategies for tactical allocation and limited pension consulting services.