Our People - Pittsburgh, PA

Steven Bertolo

Steven Bertolo

Investment Manager

With more than 25 years of industry experience, Steven provides advice on complex estate and...

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Eric  Hajduk

Eric Hajduk

Wealth Advisor

As a Wealth Advisor, Eric is dedicated to providing solutions designed to meet the complex needs of...

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James Marks

James Marks

Private Wealth Advisor

As a Private Wealth Advisor, James focuses in advisory and planning services to family owned...

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*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, nor membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Clarfeld is engaged, or continues to be engaged, to provide investment advisory services.