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.
Matt is responsible for the overall management of and strategic planning for United Wealth Management. He also serves as Chief Executive Officer of United Brokerage Services, Inc. Before joining United, Matt served in the Private Wealth Management Group of Goldman Sachs, where he advised high net worth families, foundations and institutions. 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 his MBA from Vanderbilt University with concentrations in finance, strategy and entrepreneurship. He earned his BS in economics and civil engineering at the United States Military Academy at West Point. He holds the following licenses: Series 7, Series 24, and Series 66.
Tom serves as Chief Operating Officer for United Wealth Management and United Brokerage Services, Inc. Responsible for the day-to-day management and oversight of the United’s wealth business, Tom works as part of the senior leadership team to develop and execute strategies with a focus on leading, facilitating and sustaining an advisor and client-centric environment. Tom earned his BS from Bradley University and his MBA at DePaul University Graduate School of Business. He holds the following licenses: Series 6, Series 7, Series 24, Series 51, Series 63 and Series 66.
Bob serves as the Director of Fiduciary & Trust Services for United Wealth Management. Prior to joining United, Bob was a Senior Vice President and Market Director of Fiduciary Services for Hawthorn, PNC Family Wealth. Bob also served as Senior Counsel for the Fiduciary Investment Practice Group in the PNC Legal Department before practicing law at several DC area law firms. Bob earned his BA from the University of Virginia and JD from the Stetson University College of Law. Bob has taught taxation, trusts, and estates courses at Georgetown University and is a member of the Washington DC Estate Planning Council. Bob is a member of the District of Columbia, Maryland, and New York Bars.
Mike joined United Bank in 2004. Prior to United Wealth Management, he worked in the Bank’s Asset / Liability Management and Commercial Credit departments. Mike earned his BS in economics from West Virginia University. He is also 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 and has obtained WV Life and Health Insurance licenses. Mike is Chairman of the West Virginia Bankers Association Trust Committee, Board Chair of the United Way Alliance of the Mid-Ohio Valley, and a serves as board Treasurer of Philanthropy West Virginia.
Zach serves United Wealth Management clients as a Fiduciary Wealth Advisor. Prior to joining United, Zach was a practicing attorney with Spilman Thomas & Battle, PLLC where he focused primarily on corporate law with an emphasis on federal taxation, state and local taxation, nonprofit organizations, and estate planning matters. He graduated from West Virginia University College of Law and earned his Master of Business Administration through the school’s JD/MBA program. Prior to law school, Zach graduated from WVU with a degree in accounting and earned Magna Cum Laude honors. Zach is a member of the West Virginia Bar.
Andrew joined United Bank in 2006, and currently manages client relationships and develops new business in his role as a Senior Fiduciary Wealth Advisor. 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 earned his BA from the University of Connecticut.
Stacy joined United Wealth Management in 2008 and serves as a Fiduciary Wealth Advisor. She is responsible for oversight of client relationships, and the administration of various types of trusts and investment accounts for which United serves as Corporate Fiduciary. She is also responsible for the administration of estates for which United Bank serves as Executor. Stacy earned 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.
Andrew serves United Wealth Management clients as a Fiduciary Wealth Advisor. Prior to joining United, Andrew worked in the Private Wealth Management group of Goldman Sachs, where he advised high net worth business owners, executives, and families on the management of their personal assets. Prior to that, Andrew served in the Client Services group at The Advisory Board Company, a public healthcare research, technology, and consulting firm. Andrew earned his MBA with a concentration in Asset Management/Sales & Trading from the Darden School of Business at the University of Virginia. He earned his BA in economics from Vanderbilt University. He holds the following licenses: Series 3, Series 7, and Series 66.
Jane joined United Bank in 1977. Jane leads client service and 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 has earned the designation of Certified Trust and Financial Advisor.
Regan serves United Wealth Management as the Director of Advanced Planning & Trust Legal Counsel. Prior to joining United, Regan was a Senior Fiduciary Advisor at Hawthorn, PNC Family Wealth. Regan also worked at The Goldman Sachs Trust Company and NASDAQ OMX PHLX. Regan earned her BS in Business Administration and a MS in Finance from Villanova University. She also earned a JD and Masters of Law in Taxation from Villanova University School of Law. Regan is a member of the Pennsylvania, Washington, D.C. and New Jersey Bars. She is a member of the Washington, D.C. Estate Planning Council.
Chip serves as a member of the Advanced Planning and Trust Counsel team. He earned his BS in industrial and management systems engineering from West Virginia University and a JD from West Virginia University College of Law. He has also earned the designation of Certified Trust and Financial Advisor. Chip is a member of United Bank’s Leadership Development Program, past President of the Mid-Ohio Valley Estate Planning Council, a current member and past board member of the Parkersburg Rotary Club, and co-founder of Generation M.O.V. Chip is a member of the District of Columbia and West Virginia Bars.
Jim serves United Wealth Management as a Senior Institutional Services Advisor and leads the Corporate Retirement Plan Practice. With 20 years of experience, Jim maintains close working relationships with the industry’s top recordkeepers, third-party administrators (TPA), and investment companies to provide customized “best in class” retirement solutions for our clients. Prior to joining United, Jim served as Regional Vice President for MassMutual’s retirement plan business in Washington, DC. Jim started his financial services career at Merrill Lynch, and after graduating from Elon University was a PGA golf professional and still enjoys playing competitively. Jim lives in Potomac, MD and holds both FINRA Series 7 & 66 licenses, as well as State Life & Health appointments.
Bill has more than 35 years of experience in the Institutional Services arena. During his career, Bill has partnered with virtually every type of institutional client, from corporations, retirement plans, governments, and foundations, to endowments, unions, non-profit organizations, and insurance companies. 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 earned his BA in marketing management from Dominican College and holds 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.
Thomas 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, administration and operations. Thomas is a member of the Finance Committee for the United Way of Central West Virginia and is a graduate of Fairleigh Dickinson University.
Jessi serves United Wealth Management as an Institutional Services Advisor. She works closely with clients providing services in retirement planning, investment management, and institutional custodies. Prior to joining United, Jessi served as a Private Client Advisor at JP Morgan Chase Bank. Jessi earned her BS in Management from the University of Phoenix and holds the following licenses: FINRA Series 7 & Series 66, Life & Health Insurance.
Kyle serves United Wealth Management as an Institutional Services Advisor. He works closely with clients providing services in retirement planning, investment management, and institutional custodies. Prior to this role, Kyle served as a Financial Advisor covering United’s Washington, D.C. branches. Kyle earned his BA in Economics with a minor in Entrepreneurship and Social Enterprise from Wake Forest University. Kyle holds the following certifications and licenses: Qualified 401(k) Administrator (QKA), FINRA Licenses Series 7 & Series 66, Life & Health Insurance License.
As an investment professional with more than 35 years of experience, Cary establishes and guides the overall investment philosophy, strategy, vision, culture, and risk appetite within United’s Wealth Management division. Prior to joining United, Cary served as National Director of Investments at Comerica Bank. He also spent 11 years at PNC Bank working as a senior investment leader within the Asset Management Group. He notably served as the Director of Investments for Hawthorn, PNC’s multi-family office/Ultra High Net Worth division. Cary earned a BS in commerce at the University of Virginia and an MBA from Northeastern University. As a Chartered Market Technician (CMT), Cary is a past Board Member of the CMT Association and is a member of the Washington Association of Money Managers.
Joe serves as a Senior Portfolio Management for United Wealth Management and is the lead for the Alternative Strategy Team. Prior to joining United, he served as the Director of Investments & Portfolio Management for an independent Registered Investment Advisor in the Washington, D.C. Metro Area. Joe started his career in wealth management in 2008 after playing three seasons of professional baseball in the Seattle Mariners organization. He earned his BBA in Finance from the College of William & Mary. Joe is a Certified Financial Planner™ Professional and holds the following licenses: FINRA Series 7 & Series 66, Life & Health Insurance.
Steve is a 30-year veteran of the investment industry and is responsible for United Wealth Management’s equity strategy and portfolio management for clients. He previously worked as a Portfolio Manager for RBC Wealth Management and BB&T Asset Management. Additionally, Steve served as the Chief Investment Officer for Huntington Bank’s WV Trust Division. He earned his BS from Marietta College.
Rossi joined United Wealth Management in 2005 and served as Head of Equity Research prior to becoming a Portfolio Manager. Rossi earned her BS and MBA from the University of Charleston with an emphasis on business and finance. Rossi holds the 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.
Noah serves as a Portfolio Manager with United Wealth Management and is a member of the Investment Committee. Prior to becoming a Portfolio Manager, Noah served as an investment analyst. He is responsible for managing client portfolios, trading and carrying out market and investment research. He earned a BS in finance and an MBA with a concentration in finance from Marshall University. Noah is a CFA Charterholder.
Reilly is a Portfolio Manager with United Wealth Management. Reilly manages client portfolios and is a member of the Investment Committee. He started his career in wealth management at UBS, before moving to Raymond James, where he worked with non-profit organizations. He earned a BA in economics from Hampden-Sydney College. Reilly is a Charted Financial Analyst (CFA®) charterholder.
JR is a Portfolio Manager for United Wealth Management. JR manages client portfolios and serves as a voting member of the investment committee. Prior to becoming a portfolio manager, he served in various SEC reporting roles with publicly traded companies and started his career as an auditor with Ernst & Young, LLP. He earned a BBA in accounting from Marshall University with a minor in economics. JR is a certified public accountant and a member of the American Institute of Certified Public Accountants.
Dee serves as a Client Service Manager with United Wealth Management. Dee oversees advisory support relating to the day-to-day care of United’s clients and account administration. Prior to rejoining the Wealth Management team, Dee served as a Senior Lending Assistant for the Commercial Lending and Business Banking Department of United Bank. She holds a BA in Leadership & Organizational Studies, graduating with honors, and a MSLN – Master of Science in Leadership & Negotiation from Bay Path University in Longmeadow, MA. Dee has over 30+ years of experience in banking and government finance, holding managerial and executive support roles.
Chris serves as a Client Service Manager with United Wealth Management. Chris oversees advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining United, Chris served as a Private Client Investment Associate with JPMorgan Securities, LLC where he provided advisory services to high-net-worth clients and their families. Prior to that, Chris served as a relationship banker for Chase. He earned his BBA in Finance from Marshall University with a minor in Economics.
Tyler provides advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining United, Tyler worked as a relationship banker at JPMorgan Chase, where he acquired, managed, and retained meaningful relationships with customers. Tyler earned his BA in finance from Marshall University and holds the following licenses: Series 6, Series 63.
Maria provides advisory support relating to the day-to-day care of United’s clients and account administration. She joined United Bank in 2008. Prior to joining United, she held the position of Account Manager at United Health Care for twelve years. She was employed by Shawmut National Bank in Hartford Connecticut for five years prior to moving to Charleston, West Virginia. She is also a member of the Charleston Estate Planning Council.
Rafael provides advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining United, Rafael held a Paralegal position at Whiteford, Taylor & Preston L.L.P. He earned his BA in Justice & Law from American University.
Max provides advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining the Fiduciary group, he was a member of the United Wealth Management Trust Operations team. He earned his BA in Policial Science, with Minors in Organizational Leadership & Philosophy from Marietta College.
Lakin provides advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining United, Lakin held positions in program coordination and strategic planning. She earned a BA in Psychology and Communications from West Virginia University. Lakin has served on various committees, including the Mid-Ohio Valley Trust and Estate Planning Council, Parkersburg Area Jaycees, and Generation MOV. She currently sits on the junior Board of the Parkersburg Art Center and has served as the Treasurer of Project Yoga of the Mid-Ohio Valley since 2018.
