Our Wealth Management Team

Our Team

Dedicated to Serving You

Our Team

Dedicated to serving you.

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.

Leadership


Matthew Humphrey
Executive Vice President, Head of Wealth and Investment Management
202.828.6786
Matthew.Humphrey@bankwithunited.com

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.

Thomas Mudlaff
Senior Vice President, Chief Operating Officer
301.280.7620
TMudlaff@bankwithunited.com

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.

Fiduciary & Trust Services


Robert Magielnicki, ESQ.
Senior Vice President, Director of Fiduciary & Trust Services
202.828.6788
Robert.Magielnicki@bankwithunited.com

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 Lewis, CTFA
Vice President, Senior Fiduciary Wealth Advisor
304.424.8850
Mike.Lewis@bankwithunited.com

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 McCoy, Esq., LL. M.
Assistant Vice President, Fiduciary Wealth Advisor
304.348.8415
Zach.McCoy@bankwithunited.com

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 McCully
Vice President, Senior Fiduciary Wealth Advisor
703.442.7115
Andrew.McCully@bankwithunited.com

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 Miller
Vice President, Fiduciary Wealth Advisor
304.348.8349
StacyA.Miller@bankwithunited.com

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 Pacala
Vice President, Fiduciary Wealth Advisor
703.633.6120
Andrew.Pacala@bankwithunited.com

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 Sargent, CTFA
Senior Vice President, Senior Fiduciary Wealth Advisor
304.348.8445
Jane.Sargent@bankwithunited.com

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.

Advanced Planning Team


Regan Lonchena, ESQ
Vice President, Director of Advanced Planning & Trust Legal Counsel
202.383.4789
Regan.Lonchena@bankwithunited.com

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 Ferrell, ESQ., CTFA
Assistant Vice President, Trust Legal Counsel
304.424.8830
Chip.Ferrell@bankwithunited.com

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.

Institutional Services


Jim Morris
Vice President, Senior Institutional Services Advisor
(202) 496-4015
Jim.Morris@bankwithunited.com

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 Vyskocil
Vice President, Senior Institutional Services Advisor
301.280.7632
Bill.Vyskocil@bankwithunited.com

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 Provenzano
Vice President, Senior Corporate Trust Advisor
304.348.8356
Thomas.Provenzano@bankwithunited.com

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 Mills
Vice President, Institutional Services Advisor
304.781.2371
Jessi.Mills@bankwithunited.com

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 Sullivan
Assistant Vice President, Institutional Services Advisor
703.442.7117
Kyle.Sullivan@bankwithunited.com

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.

Investment Committee


Cary Greenspan, CMT
Senior Vice President, Chief Investment Officer
202.496.4072
Cary.Greenspan@bankwithunited.com

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.

Steve Sears, CFA®
Vice President, Senior Portfolio Manager
304.348.8347
Steve.Sears@bankwithunited.com

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.

Rossitsa Getskova
Vice President, Portfolio Manager
304.348.8477
Rossitsa.Getskova@bankwithunited.com

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 Chinn, CFA®
Assistant Vice President, Portfolio Manager
304.720.4547
Noah.Chinn@bankwithunited.com

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.

Client Service Team


Chris Staten
Client Service Manager
304.348.8316
Chris.Staten@bankwithunited.com

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 Burnette 
Client Service Associate
304.348.8476
Tyler.Burnette@bankwithunited.com

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.

Ryan Haught
Client Service Associate
304.424.8641
Ryan.Haught@bankwithunited.com

Ryan provides advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining United, Ryan was a Financial Representative Intern at Northwestern Mutual. He earned his BS in Business Administration from Fairmont State University with a minor in communications and holds the following licenses: WV Life and Accident & Sickness Insurance.

Maria Miller
Client Service Associate
304.357.6686
Maria.Miller@bankwithunited.com

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.

Lakin Whitlatch
Client Service Associate
304.424.8788
Lakin.Whitlatch@bankwithunited.com

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.

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Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not Insured By Any Federal Government Agency
This information is not legal or tax advice and past performance is no guarantee of future performance.
This information is presented in a non-technical way and is not a legal interpretation of the laws and regulations on insurance coverage. You should contact your legal, tax and financial advisors for information and answers to your questions about your particular situation.