The Pittsburgh Team

The BPU Investment Management Team

Acting as both a broker/dealer and registered investment advisor, we draw on the collective experience of a team of qualified attorneys, certified financial planners, chartered financial analysts and accredited investment fiduciary analysts. These professionals practice across a range of disciplines including retirement, estate and tax planning and risk and investment management.

Our Investment Advisor Representative staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.