dean kartsonas

vice president

About

Specialties: AREAS OF FOCUS: Utilize my 25+ years of investment experience to design portfolios and select individual securities for individuals, endowments and corporations. About our practice: Staley Capital Advisors is a Pittsburgh based registered investment advisor (RIA) founded in 1996. We focus our investment expertise in two distinct areas. The Firm's private account area, with current assets under management of approximately $1.75 billion, provides tailored portfolio management to affluent individuals, endowments and corporations. Staley Capital is also the general partner of a private limited partnership, Forum Capital Partners, an equity portfolio of $140 million, investing primarily through long and short positions in publicly traded common stocks. Office Location: One Oxford Centre Suite 3950 Pittsburgh, PA 15219 412.261.6893

Country

united states

City

pittsburgh

Industry

investment management

Skill

securities, portfolio management, investment advisory, fixed income, mutual funds, equities, asset management, estate planning, financial planning, strategic planning, bloomberg, retirement, investments, finance

Experience

financial advisor

raymond james

2013-6 - 2018-2 · 4 yrs 9 mos

For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

managing director

raymond james

2013-6 - Present · 13 yrs 4 mos

Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect a transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered. Links are being provided for information purposes only. Raymond James is not affliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

vice president

staley capital advisers, inc.

2018-3 - Present · 8 yrs 7 mos

vice president and portfolio manager

federated investors

1994-1 - 2013-1 · 19 yrs 1 mo

managing director

shorebridge wealth management, llc

2013-6 - 2018-2 · 4 yrs 9 mos

Co-founder and partner. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Shorebridge Wealth Management, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.