You are here
United Wealth Management’s value is in our people. Our team of more than 60 experienced and passionate wealth management professionals take pride in building lasting relationships that empower you as you work to achieve your personal or institutional financial goals.
Executive Vice President, Head of Wealth and Investment Management
Matt Humphrey is responsible for the overall management of and strategic planning for United Wealth Management. Before joining United, Matt served in the Private Wealth Management Group of Goldman Sachs, where he advised high net worth families, foundations and institutions. He advised clients in the disciplines of strategic and tactical asset allocation, diversification strategies for concentrated positions and trust and wealth transfer planning strategies. Prior to that, Matt served in multiple leadership positions as an Army Aviation Officer in Korea, Central America, Afghanistan and the United States. He earned a Master of Business Administration from Vanderbilt University with concentrations in finance, strategy and entrepreneurship. Matt graduated from the United States Military Academy at West Point with degrees in economics and civil engineering.
Private Wealth Management
Vice President, Senior Wealth Advisor
Pete Carnathan is a Vice President and Senior Wealth Advisor with United Wealth Management in the Washington, D.C. metro area. With 25 years of financial services industry experience, Pete is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, foundations and endowments. Prior to joining United, Pete served in senior-level wealth advisor positions with BB&T, Wilmington Trust and Fiduciary Trust. Pete is a graduate of Loyola University Maryland, and received an Executive Certificate in financial planning from Georgetown University. Pete is a Certified Financial Planner™ and holds FINRA Series 7, 63 and 65 licenses, as well as a Maryland Life and Health Insurance license.
Vice President, Wealth Advisor
Stacy Miller joined United Wealth Management in 2008, and serves as a Wealth Advisor for the Private Wealth group in Charleston, West Virginia. Stacy is responsible for oversight of client relationships, and the administration of various types of trusts and investment accounts. She also is responsible for the administration of estates for which United Bank serves as Executor. Stacy received an Associate of Applied Science degree in legal assisting from Marshall University. She is a member of the Charleston Estate Planning Council and has completed Cannon Financial Institute’s Trust I and II courses.
Vice President, Wealth Advisor
Mike Lewis joined United Bank in 2004. Prior to United Wealth Management, he worked in the Bank’s Asset / Liability Management and Commercial Credit departments. Mike is a graduate of West Virginia University with a B.S. in economics. He also is a 2011 graduate of United Bank’s Leadership Development Program and a 2015 graduate of the Cannon Financial Trust School. He has earned the designation of Certified Trust and Financial Advisor. Mike is Chairman of the West Virginia Bankers Association Trust Committee, a member of the Mid-Ohio Valley Trust and Estate Planning Council and serves on the Board of Directors of the United Way Alliance of the Mid-Ohio Valley.
Assistant Vice President, Wealth Advisor
Ned Worthington is a Wealth Advisor and relationship manager for Private Wealth and Fiduciary Services / Trust in the Washington D.C. metro area. Ned received a Bachelor of Arts degree from the University of Virginia and joined United Wealth Management in 2010. In the past, he worked for the Institutional Investments and Private Wealth groups at MTB Investment Advisors, located in Baltimore, Maryland. Ned is a Certified Trust and Financial Advisor (CTFA) candidate, having passed Cannon Trust I and II, and is also a graduate of and former Committee Chair for United Bank's Leadership Development Program.
Fiduciary & Trust Services
Senior Vice President, Director of Fiduciary and Trust Services
Jane Sargent joined United Bank in 1977. Jane is responsible for business development for United Wealth Management across business lines, and is a licensed insurance agent in West Virginia, Ohio and Pennsylvania. Jane’s financial services experience includes management responsibilities in the Retail Banking area prior to joining United Wealth Management. Jane is a graduate of the West Virginia School of Banking, Louisiana State University Graduate School of the South and Midwest Trust School. She also has earned the designation of Certified Trust and Financial Advisor.
Vice President, Senior Trust Advisor
Andrew McCully joined United Bank in 2006, and currently manages client relationships and develops new business in his role as a Senior Trust Advisor for United Wealth Management’s Fiduciary Services / Trust group. Leveraging more than 20 years of experience in the financial services industry, Andrew oversees the administration of trusts and investment management accounts for which United serves as Corporate Fiduciary. He is a member of the Wealth Management Committee, a graduate of United Bank’s Leadership Development Program and holds Series 7 and 66 securities registrations. Andrew received his Bachelor of Arts degree from the University of Connecticut.
Assistant Vice President, Senior Trust Advisor
As a Senior Trust Advisor, Vince is responsible for providing comprehensive wealth management advice and overseeing the administration of various types of accounts. He first joined the United team in 2015 as a Compliance Officer and Brokerage Management Trainee. Vince practiced law in Florida for seven years prior to joining United. He graduated with highest honors from the University of Kentucky with a Bachelor of Science in economics and finance and received a Juris Doctor from the University of Florida College of Law. While in law school, Vince participated in the Estates and Trusts Certificate Program, working closely with some of the leading academic experts in the fields of estate planning and trust administration. Vince obtained a Master of Laws degree (LLM) in estate planning from the University of Miami. Vince is a member of the Florida Bar and holds Series 7, 66, 24, 52 and 53 licenses.
Assistant Vice President, Trust Advisor
Jeff Carmichael is a Trust Advisor for United Wealth Management in Charleston, West Virginia. While serving as the primary point of contact for his clients, Jeff is responsible for the oversight and administration of various personal trusts, foundations and other fiduciary accounts and estates for which United Bank serves as Corporate Trustee and/or Executor. Prior to joining United Bank, Jeff served as a Financial Advisor Assistant with Commonwealth Financial Services in Parkersburg, West Virginia. Jeff is a 2005 graduate of West Virginia University. He has earned the designation of Certified Trust and Financial Advisor, and holds Series 7 and 66 securities licenses. Jeff also holds West Virginia insurance licenses for Life and Accident / Sickness. He is a member of the Charleston Estate Planning Council and the Rotary Club of Charleston, West Virginia.
Vice President, Legal Counsel
Dave Underwood has practiced law since 1977. He is an Advanced Planning Specialist and Legal Counsel with United Wealth Management. Dave assists clients in the areas of estate planning, asset protection, business succession and insurance-related matters. Dave has developed and presented numerous seminars on the subject of asset protection and comprehensive estate planning. He is a member of the Mid-Ohio Valley Estate Planning Council, and is Past President of the North Central West Virginia Estate Planning Council. Dave also is a Certified Financial Planner™ practitioner.
Assistant Vice President, Trust Legal Counsel
Chip Ferrell joined United Wealth Management in 2014 as an Associate Trust Advisor and member of the Advanced Planning Team. Chip holds an undergraduate degree in industrial and management systems engineering from West Virginia University and a law degree from West Virginia University College of Law. Chip is a licensed attorney in the State of West Virginia, President of the Mid-Ohio Valley Estate Planning Council, board member for the Parkersburg Rotary Club, and co-founder of Generation M.O.V.
Vice President, Senior Institutional Services Advisor
Bill Vyskocil has more than 30 years of experience in the Institutional Services arena. During his career, Bill has partnered with virtually every type of institutional client, including corporations, retirement plans, governments, foundations, endowments, unions, not-for-profit organizations, insurance companies, investment management / mutual fund companies, professional organizations and the various professionals, intermediaries and advisors that work with these organizations. Bill’s relationships with these clients has covered the full spectrum of institutional services, including defined benefit retirement plans, defined contribution retirement plans, trust / custody services and investment management services. Bill holds a Bachelor of Science in marketing management from Dominican College, Series 6, 7, 63 and 65 securities licenses, as well as the Retirement Plans Associate (RPA) designation from the International Foundation of Employee Benefit Plans and the Wharton School of Business.
Vice President, Senior Corporate Trust Advisor
Tom Provenzano began his career with United Bank in February 2017. Tom is a Corporate Trust professional with over 35 years of experience handling municipal, corporate, escrow, CDO and MBS financings. His experience includes bond document review, relationship management, operations, administration and Know Your Customer proceedings. Tom is a graduate of Fairleigh Dickinson University.
Institutional Services Advisor
Cody Campbell joined United in October 2015 after graduating with a Master of Health Care Administration from Marshall University. He earned a bachelor’s degree in political science from West Virginia University, with minors in business and entrepreneurship, and a Certificate in leadership studies. Cody gained professional experience in Retail Banking and Fiduciary Services prior to joining United Wealth Management’s Institutional Services Group. He is a member of the Charleston Estate Planning Council and serves on the Loan Committee for CommunityWorks in West Virginia. Cody also is a member of United’s Leadership Development Program.
Vice President, Chief Investment Officer
Ro Punyani directs United Wealth Management’s overall investment philosophy and strategy. He manages portfolios for individual and institutional clients. Previously, Ro served as Chief Investment Officer for a multi-family office and as a Portfolio Manager at Wilmington Trust. Ro also has an extensive equity research background, having worked for a large cap core mutual fund and a long/short hedge fund. Ro earned his MBA from Georgetown University and a Bachelor of Science in economics from Colby College.
Senior Vice President
Vince Manzi serves as a senior consultant providing client and management oversight. Vince has over 35 years of experience in the wealth management arena. He formerly held the positions of Corporate Director of Investments at Key Centurion Bancshares, and West Virginia Market Director and Director of Portfolio Management with Bank One. Vince also served as Director of the Central and Northeast Regions of J.P. Morgan’s Central Portfolio Management Group. In this role, he had responsibility for oversight of $12 billion of client assets. Vince received his Bachelor of Science from West Virginia University. He also is a graduate and former instructor at the Stonier Graduate School of Banking.
Vice President, Senior Portfolio Manager
Dan Trosch manages portfolios for United Wealth Management clients. Before joining United, Dan was an independent consultant in the wealth management and pension space. Dan also spent nine years at Fortigent, LLC, an investment consulting firm, providing investment research and portfolio management consulting to over 70 registered investment advisors, regional banks and multi-family offices. Prior to Fortigent, he was the Director of Equity Research at West Financial Services, a wealth management firm in Virginia. Dan also has worked at Folio Institutional (investment platform for advisors), The Todd Organization (benefits consulting) and Northwestern Mutual Life (insurance sales / financial planning). A native of the Washington, D.C. area, Dan earned an MBA from Georgetown University and a Bachelor of Business Administration from the University of Wisconsin at Madison. In addition, he holds the Chartered Financial Analyst® designation, the Advanced Investment Strategist Certificate and the Fundamentals of Alternative Investments Certificate.
Vice President, Senior Portfolio Manager
Steve Sears joined United Wealth Management in October 2009. He is responsible for equity strategy and portfolio management for United Wealth Management’s Investment Committee. Prior to joining United, Steve held the positions of Senior Vice President with RBC Wealth Management and Senior Vice President and Portfolio Manager with BB&T Asset Management. In 2002, he guided the BB&T Mid-Cap Value Fund to a 5-star Morningstar rating and a "Best in Category" designation. Additionally, Steve served as the Chief Investment Officer for Huntington Bank’s West Virginia Trust Division. Steve majored in finance at Marietta College. He has over 30 years of investment experience, and holds the Chartered Financial Analyst® designation. He currently holds Series 7, 31, 63 and 65 securities licenses.
Vice President, Portfolio Manager
Brian Lescar is a 25-year veteran of the financial services industry, and has spent the last 18 years working as a Portfolio Manager. Brian currently serves as a Co-Head of United’s Fixed Income Strategy team. He has been employed with several large regional banks, utilizing a needs-based, teamwork approach to service clients. Most recently, Brian was employed with SunTrust, where he managed a large book of business relationships from their operations center in Atlanta, Georgia. Brian earned an MBA from Cleveland State University and holds the Certified Financial Planner™ and Accredited Asset Management Specialist™ designations.
Assistant Vice President, Portfolio Manager
Rossi Getskova has worked in the financial services industry for over a decade. Rossi joined United Wealth Management in 2005, and worked as Head of Equity Research prior to becoming a Portfolio Manager. Rossi works closely with United Wealth Management's Institutional Services Group, and serves on the Investment Committee and Equity Strategy teams. Rossi received her B.S. and MBA from the University of Charleston with an emphasis on business and finance. Rossi currently holds Series 7 and 66 securities licenses. An active member of the community, Rossi serves on the Board of Directors of the Charleston Ballet and the Investment Committee of the YWCA of Charleston.
Assistant Vice President, Portfolio Manager
Max Knapp is responsible for fund manager idea sourcing, performing due diligence on fund managers and ensuring that portfolio allocations adhere to United Wealth Management’s investment philosophy. Max also serves as Co-Head of United’s Fixed Income Strategy team. Prior to joining United Bank, Max served as an Investment Associate for Comvest Partners and an Investment Banking Analyst for Deutsche Bank Securities. Max attended West Virginia Wesleyan College, receiving a bachelor’s degree in accounting before attaining his M.S. in finance from Vanderbilt University’s Owen Graduate School of Management. He currently holds the Series 63 and Series 79 securities licenses. In addition, Max is a CFA® Level II candidate.
Jed Helvey is an Investment Analyst for United Wealth Management. Jed is responsible for trading, market and investment research and maintaining portfolio allocations according to client objectives and United Wealth Management’s investment philosophy. Jed received a bachelor’s degree in business administration with special attainments in commerce, and a minor in philosophy from Washington and Lee University. In addition, Jed is a CFA® Level II candidate and a member of the CFA® Society of Washington, D.C.
Brandon Mong serves as an Investment Analyst for United Wealth Management in the Washington, D.C. metro area. He also is a member of the Investment Committee’s Equity Strategy team. As an Investment Analyst, Brandon is responsible for trading, marketing materials, client communication and investment research. Prior to joining United Wealth Management, Brandon worked in United Bank’s Commercial Credit department as a Credit Analyst and in United Wealth Management’s Private Wealth group as an Associate Wealth Advisor. Brandon received his bachelor's degree in finance from West Virginia University.
Noah Chinn is an Investment Analyst for United Wealth Management. Noah is responsible for trading, market and investment research and reporting. Prior to his role as an Investment Analyst, Noah was a Product Analyst in United’s Operations Division in Charleston, West Virginia. He attended Marshall University and received a Bachelor of Science in finance with minors in entrepreneurship and management before going on to earn his MBA with a concentration in finance (also from Marshall). Noah is a CFA® Level I candidate.
Check the background of these investment professionals on FINRA's BrokerCheck.