Delivering insightful advice Building on a foundation of trust
Daniel J. Pessy
Senior Vice President - Wealth Management
Wealth Advisor
Senior Portfolio Manager
412-562-6837
500 Grant Street, 46th Floor
Pittsburgh, PA 15219
It's vital to take a holistic approach to wealth management, and it all begins with this promise: to provide you with the insight and perspective that, over time, can make a valuable difference in your life. Whether it's to protect your estate for the next generation or to contribute to the philanthropic causes that mean so much, I provide the guidance you need to gain clarity, weigh your next steps and choose a strategy you can depend on and begin acting on today.
Daniel Pessy has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019
My perspectives
Insights