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
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...
Read more
Portfolio Manager
Ethan Berkebile is a Portfolio Manager in our Pittsburgh, PA office working with the Asset Management Group and Park Shore Partners, a wholly owned subsidiary of HBKS. Ethan contributes to HBKS client portfolio construction by leading the firm’s efforts to source, underwrite, and monitor investment managers across all asset classes. Ethan sits on the investment committee Park Shore’s Strategic Income...
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 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...
Read more
Investment Analyst
George Sanders is a Investment Analyst in our Philadelphia, PA office working with the Asset Management Group. He will provides research and due diligence for all of the HBKS strategies. He also assists in the rebalancing of portfolios. George joined HBKS in January 2020. He graduated with a Bachelor of Arts in Economics & History from Washington University in St....
Read more
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...
Read more
Junior Investment Analyst
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...
Read more
Asset Management Operations Assistant
Lauren Pfennigwerth is an Asset Management Operations Assistant in the HBKS® Wealth Advisors Pittsburgh office. Lauren began her career at HBKS® in May 2023 after working as a Wealth Servicer at The Coury Firm in downtown Pittsburgh. Lauren earned her Bachelor of Arts in Economics from The University of Pittsburgh in the Spring of 2012.
Read more
