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...
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Reconciliation and Reporting Manager
Jason Alward is the Reconciliation and Reporting Manager and is based in our Erie, Pennsylvania office. Jason has been an integral part of our Asset Management Group since he joined HBKS. His expertise in financial data aggregation and performance reporting has been invaluable to our team and clients. Jason will continue to build on his experience under Operations, continuing to...
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