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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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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Director of Investment Research
Ethan Berkebile is a Director of Investment Research 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...
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Associate Portfolio Manager
George Sanders is a Associate Portfolio Manager in our Philadelphia, PA office working with the Asset Management Group. He provides investment recommendations and guidance for many of our firm’s clients. George joined HBKS in January 2020. He graduated with a Bachelor of Arts in Economics & History from Washington University in St. Louis. Prior to joining HBKS, he worked as...
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Asset Management Trading Manager
Ben Bannon is an Asset Management Trading Manager 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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Asset Management Trading Assistant
Seth is a Asset Management Trading Assistant in the HBKS offices in Stuart, Fla., where he enjoys serving the needs of clients and supporting the advisory functions of the firm. He entered the financial services industry in 2008 after earning his bachelor’s degree in business management and finance, graduating summa cum laude, from Northwood University. Seth is dedicated to building...
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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.
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Investment Research Analyst
Bobby Dulay is an investment research analyst in our Warrendale, PA office working with the Asset Management Group. He conducts research across various asset classes and assists in providing investment recommendations for many of our firm’s clients. Bobby joined HBKS in June 2024, after spending three years with the HBK Valuation Group. He graduated with a Bachelor of Science in...
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