PVI Welcomes Darek Koleda to the Firm

PVI, an SEC-registered RIA firm, is pleased to announce the hiring of Darek Koleda, ChFC®, EA, as an Investment Advisor Representative.

Darek brings several years of experience as a financial professional and has an extensive background in Accounting, Taxation, and Financial Planning. Darek earned his Bachelor of Science degree in Accounting from Temple University and holds an advanced financial planning designation (ChFC®) from the American College of Financial Services. Additionally, Darek is a federally licensed tax practitioner (EA) and a member of the National Association of Tax Professionals.

Mr. Koleda utilizes his extensive tax and accounting background to help his clients better understand their current financial situation and assist them with achieving financial wellness. He takes a holistic approach to designing wealth management strategies that consider every aspect of his client’s financial health, including the tax implications of each decision made.

“Our mission as fiduciaries is to serve, not sell. After all, the financial planning profession is a helping profession, and if I see my clients succeed, then I succeed,” said Mr. Koleda.

Joe Duncan, Founding Partner of PVI, stated, “Darek’s experience and approach to wealth planning for his clients is completely aligned with Pine Valley Investments’ mission of providing industry-leading investment and service solutions. We are thrilled to have his expertise as we continue to grow our firm.”

PVI is an SEC Registered Investment Advisor and works with high-net-worth families and institutions across the country. PVI’s client-first approach has set it on a rapid growth trajectory while increasing its national footprint. Assets are primarily held in custody at Schwab and TD Ameritrade. Services include portfolio management, financial, estate and succession planning, banking, and consulting.

For more information, please contact PVI at info@pinevalleyinvestments.com.

Mark Magarian Joins PVI

PVI, an SEC-registered RIA firm, is pleased to announce the hiring of Mark Magarian as Senior Portfolio Manager.

Mark brings a rich background, with over twenty years of investment experience. He recently held the title of Vice President-PIM Portfolio Manager at Wells Fargo Advisors. Before Wells Fargo, Mark worked at Deutsche Bank in London and was part of the investment team at Gruss & Co., with a multi-asset trading focus.

Harry Morad, Managing Partner of PVI, stated, "We are excited to welcome Mark to PVI as he can draw from his institutional background that began in London at Deutsche Bank and his time with UBS, Morgan Stanley, and Wells Fargo. He will immediately add value to our leadership team. His experience and track record fit our mission of providing the best investment and service solutions within the industry. PVI is not the right fit for all advisors; we are a home for the most capable professionals - which Mark certainly is."

PVI is an SEC Registered Investment Advisor and works with high-net-worth families and institutions across the country. PVI’s client-first approach has set it on a rapid growth trajectory while increasing its national footprint. Assets are primarily held in custody at Schwab and TD Ameritrade. Services include portfolio management, financial, estate and succession planning, banking, and consulting.

For more information, please contact PVI at info@pinevalleyinvestments.com.

PVI recognized as one of '50 Growers Across America' by Citywire RIA

Pine Valley Investments was recognized by Citywire RIA as one of the ‘50 Growers Across America’ at an awards dinner in Washington, D.C. last week.

“On behalf of everyone at PVI, we are extremely proud and thankful for this acknowledgement”, said Joe Duncan, a Founding Partner of PVI. “Knowing every team member has directly contributed to the growth and success of the firm only makes this acknowledgment that much more rewarding. It was also exciting to hear how other RIAs are growing in this market environment and what’s ahead for our industry.”

PVI is an independent RIA providing fiduciary advice, financial planning, and investment services for clients. The firm is located in Marlton, NJ.

Citywire RIA is a website and biweekly magazine written and designed for investment decision-makers at RIAs.

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