Principal, Chief Operating Officer
HBKS® Chief Operating Officer Scott Cross is responsible for the day-to-day operations of the firm, including company financials, firm policies and procedures, new technology implementation and evaluation of acquisition candidates, as well as various human resources and compliance activities. He oversees the firm’s investment advisory representatives and his work extends to ensuring the firm and its representatives meet regulatory compliance...
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Director of Operations
Lauren Oldham is the Director of Operations in the HBKS® Wealth Advisors Pittsburgh office. Lauren began her career at HBKS® in May 2023, after spending eight years at Fort Pitt Capital Group LLC as a Business Analyst and Operations Manager. Lauren earned her Bachelor of Science in Information Science, from The University of Pittsburgh in the Spring of 2015.
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Operations Assistant
Nolan Nuara is an Operations Assistant in our Erie, PA office. In this position, he assists with data aggregation and other operational items. Nolan started his career at HBKS in October 2022. He graduated cum laude with a Bachelor of Science in Finance from Penn State Erie, The Behrend College.
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