The BPU Principals & Corporate Officers

Nadav Baum | Executive Vice President

Mr. Baum is a Shareholder of BPU Investment Management, Inc. with over 25 years of experience in the financial services industry.  He is well known in the financial industry, locally and nationally.  As a regular CNBC Online contributor, Mr. Baum is often asked for his opinion on a range of financial and economic issues. 

Mr. Baum takes a holistic approach to wealth management and has advised high net-worth individuals and their families throughout his career.  He works with the BPU Investment Management team, who together offer a diverse set of skill sets to assist clients on all aspects and stages of the wealth management cycle of accumulation, distribution and transfer.  Mr. Baum believes that every client deserves outstanding customer and in-depth planning services. He currently holds FINRA Series 7, 24, 31, 63, 65 licenses.  

Mr. Baum is actively involved in several local nonprofit organizations.  He currently is a Member of the Board of Directors and Board Vice President of the Amyotrophic Lateral Sclerosis (ALS) Association of Western Pennsylvania. 

Mr. Baum is a Pittsburgh native and currently resides in Fox Chapel with his family.

For additional information about Mr. Baum go to:  ADVPart2B

Email Mr. Baum at nbaum@bpuinvestments.com.

Investment products and services available only to residents of:  AZ, CA, DC, FL, GA, IL, IN, MD, ME, MI, MN, NC, NJ, NM, NV, NY, OH, PA, SC, TX, VA, VT, WV

Paul Brahim,  CFP^®, AIFA^® , AAMS^®, AWMA^®, CMFC^® | Executive Vice President, Managing Director

Paul Brahim is a partner with BPU Investment Management, Inc.  Directing a team of financial planning and investment management professionals, Mr. Brahim is responsible for the management of personal financial planning and asset management methods for individuals, families, retirement plans and non-profit investment portfolios.

Mr. Brahim conducts Investment Fiduciary Reviews^® for the qualified retirement plans of both national and local corporations.  Since 1992, Mr. Brahim and his team have also provided worksite personal financial planning training to the employees of both local and national corporations.  He has also provided expert witness research and testimony for a number of plaintiffs and their legal counsel.

Additionally, he has served as an Instructor in Personal Financial Planning for the Lifelong Learning Programs at Carnegie Mellon University, Indiana University of Pennsylvania, Seton Hill College and Washington and Jefferson College.

For additional information about Mr. Brahim go to:  ADVPart2B

Email Mr. Brahim at pbrahim@bpuinvestments.com.

Investment products and services available only to residents of:  AZ, CA, FL, IA, MA, OH, PA, WV

Thomas G. Eddy, Esquire | Corporate Secretary & General Counsel

Tom Eddy joined BPU as its General Counsel in February of 2009. He obtained his B.S. degree in Economics from West Virginia University, and attended the MBA program in Finance at Michigan State University concurrently with law school, receiving his J.D. from Thomas M. Cooley Law School in 1985. He is a former partner in the Pittsburgh law firm of Eddy and Osterman. After leaving private practice, Mr. Eddy served as a Senior Deputy Attorney General representing the Commonwealth of Pennsylvania and its officials in civil litigation matters arising in federal and state courts. Most recently, he was a member of the Advanced Markets Support Team with MetLife, focusing on business, tax, financial and estate planning. He brings extensive experience in business administration and planning, financial management and the development of business plans for investment capital and valuation purposes. He has served as a principal, officer and counsel to numerous businesses in the manufacturing, mining, and construction industries, retail, and the development of real estate. Mr. Eddy currently holds his PA Life, Accident & Health insurance and FINRA Series 6 and 63 licenses.

Mr. Eddy is a former legal consultant to The National Congress for Fathers and Children, and currently sits on the Board of Directors of The Gym of Future Champs, a non-profit youth development organization. He is married with two children, and resides in Peters Township.

Email Mr. Eddy at teddy@bpuinvestments.com

Investment products and services available only to residents of:  PA

Rick E. Pierchalski | Chairman of the Board, CEO & Treasurer

Mr. Pierchalski is a partner of BPU Investment Management, Inc. He started his career in the securities industry in 1975 with Butcher & Singer, now part of Wells Fargo Advisors.  In 1985, Mr. Pierchalski founded Berkowitz, Pierchalski, Inc. with William Berkowitz.  He then started the CUvest Division and worked with credit unions as well as Fraternal Insurance companies in implementing their fixed income portfolios.  In 2000, Mr. Pierchalski and Paul Brahim developed Equity Capital Management’s 401(k) retirement model which encompasses one-on-one participant advice, investment portfolio modeling and trustee fiduciary reviews.  Mr. Pierchalski attended the University of Cincinnati, the Lessing Institute in Germany and the University of Pittsburgh’s Graduate School of Public and International Affairs.  Principal licenses include General Securities, Limited Financial Operations, Municipal Fund and Municipal Securities.

Mr. Pierchalski is active in community organizations and serves on Allegheny County’s Regional Asset District Board as well as the city of Pittsburgh’s Urban Redevelopment Authority’s Loan Review Committee.

For additional information about Mr. Pierchalski go to:  ADVPart2B

Email Mr. Pierchalski at rpierchalski@bpuinvestments.com.

Investment products and services available only to residents of:  AZ, CA, CO, DC, FL, GA, IA, ID,IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NM, NY, OH, PA, RI, SC, TN, TX, VA, WV

Robert Unkovic | President

Robert Unkovic is the President of BPU Investment Management, Inc. With 25 years of experience in the securities industry, Mr. Unkovic oversees the development and growth of BPU’s financial advisors and it’s three branch offices. He is also a member of the firm’s Executive Committee, oversees BPU’s merger and acquisition affiliate, Strategic Advisors, and the firms private equity holdings.

Mr. Unkovic serves on the Board of – or Advisor to – several western Pennsylvania technology companies. He is also a member of the Association for Corporate Growth, Pittsburgh Venture Capital Association, and is a Trustee for the Episcopal Diocese of Pittsburgh and chairs the Diocese Finance Committee. Mr. Unkovic received his Bachelor of Science Degree in 1979 from The Ohio State University.

Email Mr. Unkovic at  unkovic@bpuinvestments.com.

Investment products and services available only to residents of:  CA, CO, CT, FL, GA, IL, IN, NJ, NY, OH, PA, RI, SC, TX, VA, VT