GIBSON CAPITAL - Key Persons
Anne manages all aspects of the firm's corporate finance and accounting functions. She has more than two decades of experience in public accounting and technical expertise in audit and assurance. In her role as Director of Finance, she is our primary point of contact with external accounting and finance professionals.
Anne earned a Masters in Science in Accounting from Grove City College. She is a Certified Public Accountant (CPA). Anne resides in McCandless with her husband, three sons, and two English Goldens. In her free time, she enjoys watching sporting events and spending time with friends.
Blake brings to his role as Advisor more than a decade of experience in private wealth management. He has primary responsibility for managing client relationships and advising on portfolio design and financial planning matters. Blake has developed considerable expertise in the areas of retirement planning and benefits planning and often serves as the firm's technical lead on these topics.
Blake earned a bachelor's degree in Finance from Grove City College. He holds the Chartered Financial Analyst (CFA) and the Certified Financial PlannerTM (CFP®) designations.
Blake resides in Moon Township with his wife and children, Delaney, Susannah, and James. In his free time, he enjoys spending time with family, sports, and cooking.
Job Titles:
- Investment Operations Manager
As Investment Operations Manager, Brian oversees the work of the firm's operations team. Our operations group is responsible for functions such as portfolio accounting, account maintenance, money movement transactions, and performance reporting. Our operations professionals also play a vital role in the security of client assets and in managing the technology that underpins our client service.
Brian has particular expertise in large, complex multi-generational family relationships, having worked previously in the family office group of a global private bank.
Brian earned a Bachelor of Science in Economics from the University of Pittsburgh. Brian lives in the home that he built with his wife, daughter, son, and two dogs in Gibsonia. In his free time, he enjoys watching his kids' sporting events and building one epic treehouse.
Job Titles:
- Director of Investment Research, Partner
Job Titles:
- Chief Investment Officer
- Managing Partner
Eric has more than 15 years of experience as an investment professional. In his role as Senior Advisor, he manages all aspects of client relationships, from portfolio design to financial planning. He contributes to the firm's research on topics such as investment manager due diligence and the development of capital market assumptions. Eric also has primary responsibility for the firm's portfolio management systems.
Eric earned his Bachelor of Science in Business Administration from Duquesne University. He holds the Chartered Financial Analyst (CFA) and the Certified Financial Planner TM (CFP®) designations.
Eric shares his home in Kennedy Township with his wife, Mallory, and their three children, Nora, Lydia, and Oscar. In his spare time, Eric enjoys reading and anything in the great outdoors.
Job Titles:
- Senior Portfolio Administrator
Mike earned a bachelor's degree in Business Administration from Penn State University. He resides in Hampton with his wife Janie and his children, Jason and Cassie. Mike enjoys golfing, going to Penguin games, and playing and coaching baseball.
Job Titles:
- Business Operations Associate
- Key Member
In her role as Business Operations Associate, Nora is a key member of our practice management team and contributes to a wide variety of human resources, benefits administration, finance, marketing, event planning, and physical plant projects at Gibson Capital. She brings a wealth of marketing and event planning skills to the firm and spent more than seven years as a Law Office Manager and Legal Assistant before joining our team.
Nora earned her bachelor's degree in business administration at the University of Pittsburgh. She resides in Wexford with her husband, Damon, and children, Adelaide and Leyton. In unscheduled time, Nora enjoys gardening, cooking, camping, skiing, and hosting gatherings of friends and family.
Roger is best known as the author of the investment classic, Asset Allocation: Balancing Financial Risk (McGraw-Hill). First published in 1989 and released in its fifth edition in 2013, it remains a bestselling book on asset allocation. The book has been published in German, Japanese, Korean, Chinese, Indian, and Russian editions.
Roger has been a frequent speaker at national and international conferences for investment professionals for 30 years. He is a steering group member and a past chairman of the Committee for the Fiduciary Standard, a group of leading financial advisors working to uphold stricter standards for all of those who provide investment advice.
Roger holds the professional designation of Chartered Financial Analyst (CFA) and earned his MBA from Carnegie Mellon University.