Back to Advisors

HBKS Asset Management

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
Brian Sommers
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...
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
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
Senior Investment Analyst
Ethan Berkebile is a Senior Investment Analyst in our Pittsburgh, PA office working with the Asset Management Group. Ethan supports research and due diligence efforts for all HBKS® strategies. He also assists with trading operations. Prior to joining HBKS® in April 2022, Ethan spent over seven years in portfolio management and investment research where he was responsible for sourcing and...
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
Asset Management Operations Assistant