Broker Check

Wexford

Wexford

Thomas R. Butler

MBA/CPA - Partner

724-933-9781

724-933-9783

[email protected]

Tom is a Certified Public Accountant and registered securities representative (FINRA Series 7 and 63, held through Lincoln Investment) and holds life and variable insurance licenses with a master's in business from Duquesne...

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Ralph E. Duckworth Jr.

MBA/CPA - Partner

724-799-8751

724-933-9783

[email protected]

Ralph received his BA in economics from Carnegie Mellon University in 1973 and his master's in business administration from the University of Pittsburgh’s Katz School of Business in 1974. He also completed postgraduate work at...

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Rylan Marx

AIF® - Partner

412-203-1219

724-933-9783

[email protected]

Rylan received his Bachelors of Science degree from Penn State Behrend in May 2005, where he majored in Finance and minored in Economics. While at Behrend Rylan was a member of the Men’s Basketball team. Rylan is securities...

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JC Howard

Financial Advisor

412-200-5809

724-933-9783

[email protected]

J.C. received his BS degree from Saint Vincent College in May of 2016 where he majored in Finance: Investment Management and minored in Entrepreneurship. While at SVC, J.C. was a member of the Men’s Basketball Team from 2012-2016...

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Thomas Crane

Tax Manager - Independent Contractor

412-366-4421

724-933-9783

[email protected]

Tom is an accountant with more than 25 years of experience. He received his BS degree in accounting in 1973 from Robert Morris University. He has held various jobs in both public and private industry. Most recently, Tom merged his...

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Jeanine Wise

Lead Accountant

724-933-9790

724-933-9783

[email protected]

Jeanine has more than 15 years of experience in the bookkeeping and accounting field. Her experience includes accounts receivables/payables, account reconciliation, general ledger posting, preparation of financial statements, and...

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Lois Young

Accounting & Tax Specialist - Independent Contractor

724-814-6063

724-933-9783

[email protected]

Lois is a QuickBooks Certified User and has more than six years of experience in bookkeeping, accounting, and tax preparation. Specialites include all aspects of payroll processing and reporting, accounts receivables/payables, account...

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Lorrie Lucchi

Payroll & Operations Coordinator

724-933-9790

724-933-9783

[email protected]

Lorrie has more than 15 years of experience working in a small business environment in all areas of accounting including receivables, payables and processing transactions. Lorrie also brings to ATI Financial a background in risk...

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Amanda Harshman

Investment Operations Coordinator

412-203-1219

724-933-9783

[email protected]ati-financial.com

Amanda received her Bachelors of Arts degree in May 2012 from West Virginia University, where she majored in Advertising and minored in Business Administration. While at WVU, she was a member of the WVU Dance Team, winning two national...

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Michael Masilunas

Financial Advisor - Independent Contractor

412-203-1219

724-933-9783

[email protected]

Michael received his Bachelors of Science degree from Penn State Behrend in May 2007, where he majored in Accounting and Finance. Michael is securities registered FINRA Series 7, Series 66, (held through Lincoln Investment) and...

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