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HBKS Wealth Advisors jobs and careers

Erie, PA, United States

About HBKS Wealth Advisors

HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.

Founded
2001
Employees
125
Headquarters
Erie

Leadership

The top of HBKS Wealth Advisors's org chart, with how many people report into each leader.

CA

Christopher M. Allegretti

Managing Principal and Chief Executive Officer

41 reports

BSPhoto of Brian Sommers

Brian Sommers

Principal, Chief Investment Officer

24 reports

SCPhoto of Scott Cross

Scott Cross

Principal, Chief Operating Officer

13 reports

JHPhoto of Joseph Hudeck

Joseph Hudeck

Chief Financial Officer

CAPhoto of Cfp® Quinto F. Ambrosetti

Cfp® Quinto F. Ambrosetti

Principal

Jobs at HBKS Wealth Advisors

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