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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 Group 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 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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Senior Investment Analyst
Ethan Berkebile is a Senior Investment Analyst in our Pittsburgh, PA office working with the Asset Management Group. Ethan contributes to HBKS client portfolio construction by leading the firm’s efforts to source, underwrite, and monitor investment managers. He also works with advisors to help customize portfolios for the firm’s largest clients and frequently presents research to the Investment Policy Committee....
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Director of Fixed Income
Jason is the Director of Fixed Income in the HBKS Asset Management Group and works out of the firm’s offices in Pittsburgh. He leads the HBKS investment and research efforts for the fixed income portion of client portfolios. Jason also contributes to the research and assessment of the global economy to assist in the formulation of the firm’s overall market...
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John McKaveney is a Jr. Investment Analyst in the Asset Management Group in the Pittsburgh offices of HBKS Wealth Advisors (HBKS). He provides research and due diligence for HBKS strategies, and assists in data and trading operations. John joined HBKS in January 2023, bringing five years’ experience in finance, accounting, and project management, including supporting Pennsylvania public health and human...
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Asset Management Operations Assistant