BPU Investment Management, Inc.
Description
Located in: Darbouze Law GroupAddress: 301 Grant St #3300, Pittsburgh, PA 15219 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (412) 288-9150Category: : : Website: : Place name: : : : Website: http://bpuinvestments.com/main/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BPU Investment Management, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
BPU Investment Management, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BPU Investment Management, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BPU Investment Management, Inc. Employees
Employee
Years
Job
Industry
Bernadette Law Bernadette Law's BPU Investment Management, Inc. Experience September 2010 - April 2014
Job Investment Management Professional
Industry Investment Management
Experience
BPU Investment Management, Inc. September 2010 - April 2014
Wells Fargo Advisors (formerly Wachovia Securities/AG Edwards and Sons) 2008 - 2010
Fifth Third Bank 2004 - 2008
National City Bank 2003 - 2004
AG Edwards 2002 - 2003
Morgan Stanley Dean Witter 2000 - 2002
Skills
Compliance Operations, Securities Regulation, Advertising, Cross-functional Team..., Delegate Management, FINRA, SEC filings
Education
University of Pittsburgh 1996 — 2000
Bachelor of Science in Business Finance and Political Science, Finance and Political Science
BPU Investment Management, Inc. September 2010 - April 2014
Wells Fargo Advisors (formerly Wachovia Securities/AG Edwards and Sons) 2008 - 2010
Fifth Third Bank 2004 - 2008
National City Bank 2003 - 2004
AG Edwards 2002 - 2003
Morgan Stanley Dean Witter 2000 - 2002
Skills
Compliance Operations, Securities Regulation, Advertising, Cross-functional Team..., Delegate Management, FINRA, SEC filings
Education
University of Pittsburgh 1996 — 2000
Bachelor of Science in Business Finance and Political Science, Finance and Political Science
Shannon Hoover Shannon Hoover's BPU Investment Management, Inc. Experience May 2011 - April 2013
Job Retirement Planning / Client Services / Operations
Industry Financial Services
Experience
Medallion Wealth Management, Inc. April 2013 - Present
BPU Investment Management, Inc. May 2011 - April 2013
BNY Mellon May 2008 - May 2011
Skills
Microsoft Office, Financial Services, Customer Service, Notary Public, 401k, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Adobe Acrobat, Typing, Client Service Oriented, Administrative Work, IRAs, Operations Management, Financial Reporting, Finance, Client Services, Retail, Mutual Funds, Team Building, Investments, Leadership, Management, Portfolio Management
Education
Robert Morris University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Medallion Wealth Management, Inc. April 2013 - Present
BPU Investment Management, Inc. May 2011 - April 2013
BNY Mellon May 2008 - May 2011
Skills
Microsoft Office, Financial Services, Customer Service, Notary Public, 401k, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Adobe Acrobat, Typing, Client Service Oriented, Administrative Work, IRAs, Operations Management, Financial Reporting, Finance, Client Services, Retail, Mutual Funds, Team Building, Investments, Leadership, Management, Portfolio Management
Education
Robert Morris University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Ilene Hurwitz Schwartz Ilene Hurwitz Schwartz's BPU Investment Management, Inc. Experience January 2011 - Present
Job Experienced Marketing Professional
Industry Financial Services
Experience
BPU Investment Management, Inc. January 2011 - Present
Adagio Health May 2006 - January 2011
McCrory & McDowell LLC 2002 - May 2006
Carnegie Mellon University April 2000 - August 2001
Peoples Natural Gas 1985 - 1996
Skills
Marketing Communications, Marketing Strategy, Brand Development, Corporate Communications, Public Relations, Marketing, Strategic Planning, Advertising, Business Development, Editing, Public Speaking, Social Media, Strategic Communications, Media Relations, Budgets, Integrated Marketing, Press Releases, Event Planning, Social Media Marketing, Copywriting, Newsletters, Strategy, Direct Marketing
Education
Carnegie Mellon University 1998 — 2000
MPM, Public Management
Duquesne University 1985 — 1987
MA, Communications
Chatham University 1973 — 1977
BA, English
BPU Investment Management, Inc. January 2011 - Present
Adagio Health May 2006 - January 2011
McCrory & McDowell LLC 2002 - May 2006
Carnegie Mellon University April 2000 - August 2001
Peoples Natural Gas 1985 - 1996
Skills
Marketing Communications, Marketing Strategy, Brand Development, Corporate Communications, Public Relations, Marketing, Strategic Planning, Advertising, Business Development, Editing, Public Speaking, Social Media, Strategic Communications, Media Relations, Budgets, Integrated Marketing, Press Releases, Event Planning, Social Media Marketing, Copywriting, Newsletters, Strategy, Direct Marketing
Education
Carnegie Mellon University 1998 — 2000
MPM, Public Management
Duquesne University 1985 — 1987
MA, Communications
Chatham University 1973 — 1977
BA, English
Michael L. Fetterolf, MBA, AIF® Michael L. Fetterolf, MBA, AIF®'s BPU Investment Management, Inc. Experience October 2001 - Present
Job Private Wealth Management at BPU Investment Management, Inc.
Industry Investment Management
Experience
BPU Investment Management, Inc. October 2001 - Present
Skills
Wealth Management, Retirement Planning, Wealth Management..., Finance, Investment Management, Series 7, Series 24, Series 28, Series 63, Series 65, Retirement, Investments, Strategic Financial..., Investment Advisory, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
Master of Business Administration, Finance and Accounting
Susquehanna University 1991 — 1995
Sigmund Weis School of Business, Bachelor of Science with an emphasis in Accounting
BPU Investment Management, Inc. October 2001 - Present
Skills
Wealth Management, Retirement Planning, Wealth Management..., Finance, Investment Management, Series 7, Series 24, Series 28, Series 63, Series 65, Retirement, Investments, Strategic Financial..., Investment Advisory, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
Master of Business Administration, Finance and Accounting
Susquehanna University 1991 — 1995
Sigmund Weis School of Business, Bachelor of Science with an emphasis in Accounting
Devan White, RP®'s BPU Investment Management, Inc. Experience November 2013 - Present
Job
Industry Financial Services
Experience
BPU Investment Management, Inc. November 2013 - Present
Gettysburg College October 2011 - Present
Education
Gettysburg College 2007 — 2011
BA, English/ Writing Concentration Major; Business Minor
BPU Investment Management, Inc. November 2013 - Present
Gettysburg College October 2011 - Present
Education
Gettysburg College 2007 — 2011
BA, English/ Writing Concentration Major; Business Minor
Bertram O'Neill's BPU Investment Management, Inc. Experience January 2013 - July 2014
Job Operations Analyst
Industry Financial Services
Experience
BPU Investment Management, Inc. January 2013 - July 2014
Berg Steel Pipe Corp August 2011 - July 2012
Mosaic Wealth Management Group, Inc September 2010 - December 2010
On Target Web Solutions, Inc. August 2010 - September 2010
Bove Jewelers June 2003 - August 2005
Skills
Bloomberg Terminal, Financial Analysis, SEO, Marketing Research, Financial Modeling, Marketing Strategy, Fidelity, Morningstar, Morningstar Office, Finance, Entrepreneurship, Customer Service
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
MBA; Graduate School, Finance and Marketing Concentration; Business
Stetson University 2005 — 2009
BS, Psychology
BPU Investment Management, Inc. January 2013 - July 2014
Berg Steel Pipe Corp August 2011 - July 2012
Mosaic Wealth Management Group, Inc September 2010 - December 2010
On Target Web Solutions, Inc. August 2010 - September 2010
Bove Jewelers June 2003 - August 2005
Skills
Bloomberg Terminal, Financial Analysis, SEO, Marketing Research, Financial Modeling, Marketing Strategy, Fidelity, Morningstar, Morningstar Office, Finance, Entrepreneurship, Customer Service
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
MBA; Graduate School, Finance and Marketing Concentration; Business
Stetson University 2005 — 2009
BS, Psychology
Deborah Turek, CFP® Deborah Turek, CFP®'s BPU Investment Management, Inc. Experience May 2012 - Present
Job Financial Advisor at BPU Investment Management, Inc.
Industry Financial Services
Experience
BPU Investment Management, Inc. May 2012 - Present
Allegheny Financial Group August 1991 - January 2012
Skills
Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Retirement, Series 7, Series 24, Series 63, Series 65
Education
Certified Financial Planner Board of Standards, Inc. 1992 — 1992
CERTIFIED FINANCIAL PLANNER(TM)
San Diego State University-California State University 1988 — 1991
Bachelor of Science (B.S.), Finance
California State University-Fullerton 1986 — 1987
BPU Investment Management, Inc. May 2012 - Present
Allegheny Financial Group August 1991 - January 2012
Skills
Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Retirement, Series 7, Series 24, Series 63, Series 65
Education
Certified Financial Planner Board of Standards, Inc. 1992 — 1992
CERTIFIED FINANCIAL PLANNER(TM)
San Diego State University-California State University 1988 — 1991
Bachelor of Science (B.S.), Finance
California State University-Fullerton 1986 — 1987
Andrew Bartle Andrew Bartle's BPU Investment Management, Inc. Experience July 2013 - Present
Job Vice President for Special Projects
Industry Financial Services
Experience
BPU Investment Management, Inc. July 2013 - Present
National Cyber Forensics and Training Alliance January 2011 - February 2013
United States Marine Corps June 2010 - July 2010
United States Marine Corps April 2004 - June 2010
Skills
International Relations, Public Speaking, Research, Microsoft Office, Microsoft Excel, Policy Analysis, Public Policy, Microsoft Word, National Security, Military, Security Clearance, Government, Intelligence Analysis, DoD, Management, Command, Training, Navy, Analysis, Leadership
Education
University of Pittsburgh 2010 — 2012
Master of Public and International Affairs, Security and Intelligence Studies
Trinity College-Hartford 1995 — 1999
Bachelor's degree, History
Episcopal Academy 1989 — 1995
High School
BPU Investment Management, Inc. July 2013 - Present
National Cyber Forensics and Training Alliance January 2011 - February 2013
United States Marine Corps June 2010 - July 2010
United States Marine Corps April 2004 - June 2010
Skills
International Relations, Public Speaking, Research, Microsoft Office, Microsoft Excel, Policy Analysis, Public Policy, Microsoft Word, National Security, Military, Security Clearance, Government, Intelligence Analysis, DoD, Management, Command, Training, Navy, Analysis, Leadership
Education
University of Pittsburgh 2010 — 2012
Master of Public and International Affairs, Security and Intelligence Studies
Trinity College-Hartford 1995 — 1999
Bachelor's degree, History
Episcopal Academy 1989 — 1995
High School
Joseph Knupp Joseph Knupp's BPU Investment Management, Inc. Experience October 2010 - May 2012
Job Foreign Service Officer at U.S. Department of State
Industry Financial Services
Experience
U.S. Department of State May 2012 - Present
BPU Investment Management, Inc. October 2010 - May 2012
Northwestern Mutual June 2009 - October 2010
Quantum Scientific Publishing April 2008 - September 2008
Skills
Financial Analysis, Strategic Planning, Analysis, Strategic Financial..., Social Media, Risk Management, Investments, Forecasting, Insurance, Leadership, Sales, Data Analysis, Management Consulting, Marketing, Budgets, Customer Service, Business Analysis, Financial Modeling, Finance, International Logistics, International Relations, Diplomacy, Public Diplomacy, Human Resources, Government Procurement, Foreign Policy, Policy Analysis, Strategy, Economics, Public Policy, Government
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2008
MBA
University of Pittsburgh School of Law 2005 — 2008
JD, Corporate Law
Allegheny College 2001 — 2005
BA, Philosophy/History
U.S. Department of State May 2012 - Present
BPU Investment Management, Inc. October 2010 - May 2012
Northwestern Mutual June 2009 - October 2010
Quantum Scientific Publishing April 2008 - September 2008
Skills
Financial Analysis, Strategic Planning, Analysis, Strategic Financial..., Social Media, Risk Management, Investments, Forecasting, Insurance, Leadership, Sales, Data Analysis, Management Consulting, Marketing, Budgets, Customer Service, Business Analysis, Financial Modeling, Finance, International Logistics, International Relations, Diplomacy, Public Diplomacy, Human Resources, Government Procurement, Foreign Policy, Policy Analysis, Strategy, Economics, Public Policy, Government
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2008
MBA
University of Pittsburgh School of Law 2005 — 2008
JD, Corporate Law
Allegheny College 2001 — 2005
BA, Philosophy/History
Renee Brewer Renee Brewer's BPU Investment Management, Inc. Experience May 2001 - October 2006
Job Quality/Business Analyst, Web Applications at RAND Corporation
Industry Computer Software
Experience
RAND Corporation February 2015 - Present
DICK'S Sporting Goods February 2014 - February 2015
Confluence July 2012 - February 2014
Confluence October 2009 - July 2012
Confluence October 2006 - October 2009
BPU Investment Management, Inc. May 2001 - October 2006
Skills
Agile Methodologies, Quality Assurance, SDLC, Process Improvement, Testing, Software Documentation, Test Automation, Usability Testing, Software Project..., Software Quality..., Training, Test Planning, Web Applications, CMMI, Test Cases, Requirements Gathering, Software Engineering, Analysis, Cross-functional Team..., Regression Testing, Manual Testing, Business Requirements, Test Strategy, Cloud Computing, System Testing, TFS, SaaS, Technical Documentation, Software Implementation, Visual Studio
Education
Saint Vincent College 1998 — 2001
BS, Biochemistry
Villanova University 2009 — 2009
Certificate, Masters Certificate in Business Analysis
RAND Corporation February 2015 - Present
DICK'S Sporting Goods February 2014 - February 2015
Confluence July 2012 - February 2014
Confluence October 2009 - July 2012
Confluence October 2006 - October 2009
BPU Investment Management, Inc. May 2001 - October 2006
Skills
Agile Methodologies, Quality Assurance, SDLC, Process Improvement, Testing, Software Documentation, Test Automation, Usability Testing, Software Project..., Software Quality..., Training, Test Planning, Web Applications, CMMI, Test Cases, Requirements Gathering, Software Engineering, Analysis, Cross-functional Team..., Regression Testing, Manual Testing, Business Requirements, Test Strategy, Cloud Computing, System Testing, TFS, SaaS, Technical Documentation, Software Implementation, Visual Studio
Education
Saint Vincent College 1998 — 2001
BS, Biochemistry
Villanova University 2009 — 2009
Certificate, Masters Certificate in Business Analysis
Sam Pollack Sam Pollack's BPU Investment Management, Inc. Experience June 2012 - August 2012
Job Incoming Portfolio Analyst at PIMCO
Industry Financial Services
Experience
PIMCO May 2015 - Present
U.S. Department of the Treasury January 2015 - May 2015
Seeking Alpha November 2011 - March 2015
Stone Pier Capital Advisors, LP June 2014 - August 2014
The Motley Fool January 2013 - January 2014
SafePlace-USA August 2012 - September 2013
Greycourt June 2013 - August 2013
BPU Investment Management, Inc. June 2012 - August 2012
WT- Student Managed Investment Fund January 2012 - June 2012
Winchester Thurston School January 2010 - June 2012
Skills
Investments, Finance, Mutual Funds, Blogging, Portfolio Management, Journalism, Capital Markets, Economics, Public Speaking, Valuation, Equities, Bloomberg, Research, Analysis, Content Management, Options
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (BBA), Finance & IBUS, 3.75/4
Sciences Po 2014 — 2014
GWSB Fall Business Program
PIMCO May 2015 - Present
U.S. Department of the Treasury January 2015 - May 2015
Seeking Alpha November 2011 - March 2015
Stone Pier Capital Advisors, LP June 2014 - August 2014
The Motley Fool January 2013 - January 2014
SafePlace-USA August 2012 - September 2013
Greycourt June 2013 - August 2013
BPU Investment Management, Inc. June 2012 - August 2012
WT- Student Managed Investment Fund January 2012 - June 2012
Winchester Thurston School January 2010 - June 2012
Skills
Investments, Finance, Mutual Funds, Blogging, Portfolio Management, Journalism, Capital Markets, Economics, Public Speaking, Valuation, Equities, Bloomberg, Research, Analysis, Content Management, Options
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (BBA), Finance & IBUS, 3.75/4
Sciences Po 2014 — 2014
GWSB Fall Business Program
Nadav Baum's BPU Investment Management, Inc. Experience January 2006 - Present
Job Executive Vice President, Financial Advisor, BPU Investment Management, Inc.
Industry Financial Services
Experience
BPU Investment Management, Inc. January 2006 - Present
Education
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Science, Finance, Economics
BPU Investment Management, Inc. January 2006 - Present
Education
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Science, Finance, Economics
Leigh Fleming's BPU Investment Management, Inc. Experience May 2010 - May 2011
Job .
Industry Financial Services
Experience
Fort Pitt Capital Group July 2015 - Present
BPU Investment Management, Inc. May 2010 - May 2011
Gibson Capital LLC July 2007 - December 2009
Education
Lehigh University 1998 — 2002
B.S., Finance
Fort Pitt Capital Group July 2015 - Present
BPU Investment Management, Inc. May 2010 - May 2011
Gibson Capital LLC July 2007 - December 2009
Education
Lehigh University 1998 — 2002
B.S., Finance
Rick Pierchalski's BPU Investment Management, Inc. Experience April 2012 - April 2013
Job Chairman of the Board at Medallion Wealth Management Inc.
Industry Financial Services
Experience
Medallion Wealth Management Inc. April 2013 - Present
BPU Investment Management, Inc. April 2012 - April 2013
BPU Investment Management Inc January 2007 - April 2012
Education
University of Cincinnati
Medallion Wealth Management Inc. April 2013 - Present
BPU Investment Management, Inc. April 2012 - April 2013
BPU Investment Management Inc January 2007 - April 2012
Education
University of Cincinnati
Michael J. Halloran, CFA's BPU Investment Management, Inc. Experience January 2010 - May 2012
Job Strategy Analyst at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 2012 - Present
Point Park University October 2009 - Present
BPU Investment Management, Inc. January 2010 - May 2012
Allegiant Asset Management May 2004 - July 2009
Strong Capital Management September 2000 - May 2004
PNC Capital Markets March 1998 - September 2000
Deloitte May 1997 - August 1997
United Technologies, Pratt & Whitney November 1986 - July 1996
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Investments, Finance, Corporate Finance, Capital Markets, Equities, Business Development, Derivatives, Management, Process Improvement, Analysis, Investment Strategies
Education
Carnegie Mellon University 1996 — 1998
MBA, Finance, Strategy, and Operations
University of Florida 1987 — 1993
M.S, Mechanical Engineering
University of Pittsburgh 1982 — 1986
B.S, Mechanical Engineering with Aerospace Option
Pittsburgh Central Catholic 1978 — 1982
CFA Institute
Janney Montgomery Scott May 2012 - Present
Point Park University October 2009 - Present
BPU Investment Management, Inc. January 2010 - May 2012
Allegiant Asset Management May 2004 - July 2009
Strong Capital Management September 2000 - May 2004
PNC Capital Markets March 1998 - September 2000
Deloitte May 1997 - August 1997
United Technologies, Pratt & Whitney November 1986 - July 1996
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Investments, Finance, Corporate Finance, Capital Markets, Equities, Business Development, Derivatives, Management, Process Improvement, Analysis, Investment Strategies
Education
Carnegie Mellon University 1996 — 1998
MBA, Finance, Strategy, and Operations
University of Florida 1987 — 1993
M.S, Mechanical Engineering
University of Pittsburgh 1982 — 1986
B.S, Mechanical Engineering with Aerospace Option
Pittsburgh Central Catholic 1978 — 1982
CFA Institute
Rebecca Haugh, CFP®, AIFA®'s BPU Investment Management, Inc. Experience July 2010 - Present
Job Financial Planner at BPU Investment Management, Inc.
Industry Financial Services
Experience
BPU Investment Management, Inc. July 2010 - Present
McMahon Financial LLC August 2007 - July 2010
Northwestern Mutual September 2006 - August 2007
Skills
Certified Financial..., Series 7, Financial Services, Morningstar, Investment Management, Life & Health Insurance..., Personal Financial..., Estate Planning, Finance, Series 65, 401k, Uniform Combined State..., Asset Management, Investments, Series 63, Series 66, Fi360
Education
FPA Residency Program 2013 — 2013
Slippery Rock University of Pennsylvania 2003 — 2007
Bachelor of Science in Business Administration, Finance and Certificate in Personal Financial Planning
BPU Investment Management, Inc. July 2010 - Present
McMahon Financial LLC August 2007 - July 2010
Northwestern Mutual September 2006 - August 2007
Skills
Certified Financial..., Series 7, Financial Services, Morningstar, Investment Management, Life & Health Insurance..., Personal Financial..., Estate Planning, Finance, Series 65, 401k, Uniform Combined State..., Asset Management, Investments, Series 63, Series 66, Fi360
Education
FPA Residency Program 2013 — 2013
Slippery Rock University of Pennsylvania 2003 — 2007
Bachelor of Science in Business Administration, Finance and Certificate in Personal Financial Planning