Back to Advisors

Operations 2

Principal, Chief Investment Officer
HBKS® Principal and Chief Investment Officer Brian Sommers oversees the firm’s investment management processes for HBKS® investment advisory representatives. He chairs the firm’s Investment Policy Committee and is instrumental in the identification, evaluation and recommendation of the investments that make up the firm’s client portfolios. He brings HBKS® clients the expertise of more than 20 years managing a wide range...
Read more
Brian Sommers
Research Analyst
Kevin Pascale is a research analyst in our Pittsburgh, Pennsylvania office. In this role, he is involved with the investment research and portfolio construction efforts for the firm’s objective-based asset allocation and individual stock portfolios. These initiatives include tactical asset allocation decisions, quantitative and qualitative fund manager due diligence and selection, performance attribution, as well as fundamental equity research. Kevin...
Read more
Asset Management Systems Analyst
Jason Alward is the Asset Management System Analyst and is based in our Erie, Pennsylvania office. He works as part of the firm’s Asset Management Unit with a primary focus on financial data aggregation and performance reporting. Jason started his career in finance when he joined HBKS® in 2002 as an intern. He earned his Bachelor of Science degree in...
Read more
Asset Management Specialist
Steven Weryha serves as a specialist in our Asset Management Unit in our Erie, PA office working with Brian Sommers. In his position Steven manages the day to day trading operations. Steven joined HBKS® after earning his Bachelor of Science in Finance from Penn State Behrend. He was also inducted to the academic honor society Beta Gamma Sigma.
Read more

Stay Connected

Receive the latest financial and investments insights.

 
 
 

Connect with our
professionals

Find a Professional

Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

© 2011-2020 HBKS Wealth Advisors. All rights reserved.

Broker Check badge