Brad joined Hunter Associates at its inception in 1992. In addition to his roles as chief financial officer and chief compliance officer, he is a managing director, member of the board of directors, and shareholder of the firm. Prior to joining Hunter Associates, Brad served as a vice president for the brokerage firm Parker/Hunter.

Brad holds a B.B.A. degree in accounting from Robert Morris University. Additionally, Brad attained the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies. Brad has served as secretary of the board of the Western Pennsylvania Securities Industry Association.

Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.

Bob, Vice Chairman of Hunter Associates’ Board of Directors, joined the firm in 2011 as an investment advisor. Prior to joining Hunter Associates, Bob served clients in the investment industry for more than 30 years with Parker/Hunter, Inc. and its successor firm, as executive vice president and branch manager.

Bob holds a bachelor’s degree from Denison University and an M.B.A. degree from the University of Pittsburgh. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1985 and is a graduate of the Securities Industry Institute®, an executive education program at the Wharton School of the University of Pennsylvania. Additionally, Bob holds the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies.

Bob serves as a director or trustee for several organizations, including the Salem Community Foundation, Pearce Foundation and the Salem Public Library. He previously served as Board President for the United Way Services of Northern Columbiana County and the Columbiana County Mental Health Clinic. Bob was also one of the founding members of the St. Paul’s School Foundation.

CERTIFIED FINANCIAL PLANNER™ (CFP®): The CERTIFIED FINANCIAL PLANNER™ (CFP®) program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on many topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board’s code of ethics and professional responsibility and financial planning standards.

Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.

Erica, President and Chief Executive Officer, joined Hunter Associates in 2003. As an investment advisor, Erica specializes in providing investment counsel and financial planning to individuals, families, trusts and charitable foundations. Prior to joining Hunter Associates, Erica was affiliated with Northwestern Mutual Financial Network, where she worked in collaboration with firm representatives and clients to develop planning and investment approaches. She also worked with a midwestern brokerage firm, specializing in equity and municipal bond trading.

Erica holds a degree in economics, with honors, from Michigan State University. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies. Erica received an Executive Certificate in Financial Planning through Duquesne University’s School of Leadership and Professional Advancement. Additionally, she is a graduate of the Securities Industry Institute®, an executive education program at the Wharton School of the University of Pennsylvania.

Erica is active in the industry and in various civic organizations in her community. She serves as a Trustee and the Vice Chair of SIFMA’s Securities Industries Institute and a committee member of the Private Client Services Group. She is a member of both the Pittsburgh chapter of the Financial Planning Association and the Pittsburgh Society of Investment Professionals. She serves as the Vice Chair of the local American Red Cross and a board member of Riverview Children’s Center and Quantum Theatre. She also participates with the Pittsburgh Chapter of CISV, a youth multicultural global peace awareness program, and the local chapter for AFS, the leading international high school exchange program.

CERTIFIED FINANCIAL PLANNER™ (CFP®): The CERTIFIED FINANCIAL PLANNER™ (CFP®) program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on many topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board’s code of ethics and professional responsibility and financial planning standards.

Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.

John joined Hunter Associates in 2011. Prior to joining Hunter Associates, John served clients in the investment industry for more than 30 years, most recently with Parker/Hunter, Inc. and its successor firm, as executive vice president. He currently serves on the management committee of Hunter Associates.

John holds a bachelor’s degree from University of Mount Union and a master’s degree from Miami University. John has completed the accredited wealth management program at the Wharton School of the University of Pennsylvania. Additionally, John holds the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies. John is a trustee of the Sebring West Branch Community Foundation. He also serves as a member of the board of directors for the Copeland Oaks/Crandall Medical Center and Grandview Cemetery.

Accredited Wealth Management Advisor: The AWMA® designation is awarded by the College for Financial Planning. Individuals who hold the Accredited Wealth Management Advisor or AWMA® designation have completed a course of study encompassing asset management, investment strategies, estate planning and more with the goal of helping clients preserve, grow, and transfer their wealth. Additionally, individuals must pass an end-of-course examination.

Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.

John joined Hunter Associates in 2003 and, in addition to his role as an investment advisor, is responsible for securities research, portfolio construction, asset allocation, macroeconomic research and hedging strategy implementation. Prior to joining Hunter Associates, John held positions with the School Employees Retirement System of Ohio, Huntington National Bank and the Board of Governors of the Federal Reserve System.

John holds a bachelor’s degree in both mathematics and economics from Denison University and an M.B.A. degree from Virginia Tech. He holds a master’s degree in economics from the University of North Carolina at Chapel Hill. John is a Certified Financial Planner™ professional and holds the Chartered Financial Analyst® designation. Additionally, John holds the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies.

John teaches finance and economics courses for the evening programs at Waynesburg University and Duquesne University.

Chartered Financial Analyst (CFA®): This designation is offered by the CFA Institute. To obtain the CFA charter, candidates must successfully complete three exams and gain at least three years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate their competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis.

CERTIFIED FINANCIAL PLANNER™ (CFP®): The CERTIFIED FINANCIAL PLANNER™ (CFP®) program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on many topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board’s code of ethics and professional responsibility and financial planning standards.

Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.

Barbara is a Certified Public Accountant and a Registered Investment Advisor. She joined the firm in 2003 and works with individuals, families, trusts, charitable foundations and retirement plans. In addition to advising clients on their investment policies and asset allocation, she specializes in providing financial planning in the areas of retirement, education, tax and estate planning. Barbara combines personal attention with comprehensive financial planning to help clients build, maintain and protect their net worth. Prior to joining Hunter Associates, she was a Partner with the international firm of Deloitte & Touche and a financial consultant to individuals and privately-held business owners.

Barbara is a graduate of Indiana University of Pennsylvania (IUP) with a Bachelor of Science degree in Business Management. Barbara also holds the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies. She is a member of the Pittsburgh Society of Investment Professionals. Barbara has served as President of the Pittsburgh Chapter of the Pennsylvania Institute of Certified Public Accountants, President of the IUP Alumni Association and Vice President and Treasurer of the Foundation for IUP.

Barbara is a native of Western Pennsylvania and enjoys travel and golf.

Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.

David joined Hunter Associates in 2011. Prior to joining Hunter Associates, David worked with the brokerage firm Janney Montgomery Scott LLC. David was previously a teacher and coach with the Sebring McKinley local school district.

David holds a bachelor’s degree from University of Mount Union and a master’s degree from Youngstown State University. David is a member of the board of directors of the Salem Visiting Nurse Association and a trustee of the Carl A. Scarpitti Foundation.

Dan joined Hunter Associates in 2012. He holds a bachelor’s degree in business administration with a concentration in management from the University of Mount Union. Additionally, Dan attained the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies.

Dan is deeply involved with and committed to various local community foundations. He is a member of the Sebring-West Branch Area Community Foundation’s Board of Trustees and the Scholarship Committee. He also serves as a board member of the Salem Area Chamber of Commerce Foundation and is a member of the Community Advisory Panel for the Salem Regional Medical Center Foundation.

In addition to his work with community foundations, Dan volunteers for his church and various community programs and events. A former basketball player, he also enjoys participating in local area leagues whenever possible.

Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.

Donna joined Hunter Associates in 2010 as a Project Manager focused on integrating technology solutions into the Hunter investment process. Prior to joining the firm, Donna worked for other Pittsburgh companies where she specialized in systems, operations, and quantitative roles.

Donna holds a bachelor’s degree in management from Rensselaer Polytechnic Institute and a master’s degree in industrial administration from Carnegie Mellon University. She also holds the Chartered Financial Analyst® designation.

Outside the office, Donna’s passion is field hockey, and she has been coaching the sport in her community since 2004 when she created a program at her high school. Donna also enjoys Pilates and listening to health and wellness podcasts.

Philip joined Hunter Associates in 2016 and leads the research efforts on portfolio construction, asset allocation, macroeconomic research, securities research and hedging strategy implementation. In addition, he is a member of the firm’s Investment Committee and oversees the Hunter Portfolio Series, a collection of asset allocation strategies for clients. Prior to joining Hunter Associates, Philip held investment analyst/economist positions in both Europe and the United States with Wellington Management Company, the European Central Bank, Allianz Global Investors and Deutsche Bank AG.

Philip holds a bachelor’s degree in political science from Williams College and an M.A. in international economics and international relations from the Johns Hopkins University School of Advanced International Studies (SAIS). He holds the Chartered Financial Analyst® designation and is a member of the Pittsburgh CFA Society where he is active in mentoring initiatives that teach college students financial planning and fundamental security analysis.

Philip lives in Highland Park with his wife and daughter and spends much of his time discovering the neighborhoods of Pittsburgh and all that the city has to offer. He enjoys baseball, hockey, soccer and skiing among other sports and spends as much time as he can outdoors cycling and hiking. He is fluent in German and is a member of the Pittsburgh German-American Chamber of Commerce.

Chartered Financial Analyst (CFA®): This designation is offered by the CFA Institute. To obtain the CFA charter, candidates must successfully complete three exams and gain at least three years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate their competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis.

Kelly joined Hunter Associates in 2013 in a business operations role. She holds a bachelor’s degree in public relations, communications from Geneva College. Prior to joining Hunter Associates, Kelly worked in the non-profit sector with a Pittsburgh-based foundation focused on leadership development and also with an organization serving at-risk youth. Kelly is a passionate mother of one and has an interest in paddle boarding and kayaking.

Doug joined Hunter Associates in 2016. He holds a bachelor’s degree in Business Administration with a concentration in finance from Slippery Rock University. Doug is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies.

Prior to joining the firm, Doug was affiliated with BNY Mellon, serving clients in the issuance of corporate debt. He also worked in the corporate accounting department of Eaton Corporation. Doug is a local musician and enjoys fitness and travel.

CERTIFIED FINANCIAL PLANNER™ (CFP®): The CERTIFIED FINANCIAL PLANNER™ (CFP®) program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on many topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board’s code of ethics and professional responsibility and financial planning standards.

Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.

Abbey Sammel joined Hunter Associates in 2016. She holds a bachelor degree in International Politics from Penn State. Prior to joining the firm, Abbey was affiliated with Beacon Capital Partners in Boston. Abbey enjoys traveling and hiking.

Jay joined Hunter Associates in 2014. As an investment advisor, Jay specializes in providing investment counsel and financial planning advice. Prior to joining Hunter Associates, Jay held positions with Raymond James Financial, Mellon Financial Corporation and Federated Investors as a securities analyst.

Jay is a graduate of Stanford University with a bachelor’s degree in history. He earned his M.B.A. degree from the University of California at Los Angeles and received the Chartered Financial Analyst® designation in 2001. Jay was the winner in 2004 and 2005 and the runner-up in 2006 of the Pittsburgh Society of Financial Analysts Stock Selection Contests.

Chartered Financial Analyst (CFA®): This designation is offered by the CFA Institute. To obtain the CFA charter, candidates must successfully complete three exams and gain at least three years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate their competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis.

Marissa Bougades joined Hunter Associates in 2016. She holds a BFA degree in Theatre Design/Technology from Purchase College Conservatory of Theatre Arts. Prior to joining the firm, she was affiliated with Coury Financial Group, working in the area of client service. Marissa enjoys reading and swimming.

Laura joined Hunter Associates in 2011. She holds a bachelor’s degree in accounting from the University of Pittsburgh. Prior to joining the firm, was affiliated with BNY Mellon working in the area of shareowner services. Laura enjoys spending time outside, fishing, and kayaking.

Audrey joined Hunter Associates in 1992. She holds a bachelor of science degree in Accounting from Washington & Jefferson College. Audrey enjoys her dog Moto, cross stitching and motocross racing.

Mike joined Hunter Associates in 2018. He holds a bachelor’s degree in International Affairs from Lafayette College. Additionally, Mike is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies.

Prior to joining the firm, Mike managed technology projects in New York City and was a product lead for a real estate startup from the company’s early stages through their Series A funding round. Mike’s career prior to that involved work on international projects for Sesame Street in New York City and New Delhi, India. In his free time, Mike enjoys road biking and traveling.

CERTIFIED FINANCIAL PLANNER™ (CFP®): The CERTIFIED FINANCIAL PLANNER™ (CFP®) program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on many topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board’s code of ethics and professional responsibility and financial planning standards.

Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.