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Asset Management Unit

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...
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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.
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Asset Management Trading Specialist
Ben Bannon is an Asset Management Trading Specialist in our Asset Management Group located in the Pittsburgh office. Prior to joining HBKS, Ben worked as a Supervisor of Managed Accounts for BNY Mellon, and most recently as a Trader for Snow Capital Management L.P. In his position at HBKS, Ben manages the day to day trading operations. Ben graduated from...
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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.

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