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Company News | Sep 02, 2020

Steven J. Kaczynski Jr., CFA, MST Joins DBR & CO as a Senior Financial Advisor

Steven J. Kaczynski, Jr.


DBR & CO, one of the region’s largest independent Registered Investment Advisors (RIA), is pleased to announce the addition of Steven J. Kaczynski Jr., CFA, MST to its team of financial advisors. Steve has more than a decade of experience working as an advisor and portfolio manager for a large family office.

In addition to providing financial advice to DBR & CO’s private wealth clients, Steve works closely with Richard Applegate, Managing Director of DBR Fiduciary Plan Solutions, in continuing to service and expand DBR & CO’s qualified retirement plan advisory business. “We have set extremely high standards for our corporate retirement plan business, and having Steve join our team not only meets those standards, but also offers additional expertise in critical disciplines for our clients,” said Applegate.

Steve acquired substantial experience as a Senior Analyst and Portfolio Manager at Pine Road Asset Management where he developed investment research, structured portfolios, and risk management. He also served as an advisor in the development and implementation of family wealth planning issues, including tax analysis, selection of both private and public investments, and the management of closely held business operations.

DBR & CO Founder and CEO, David Root said “DBR & CO aspires to attract the foremost professionals in our industry. Steve’s unique blend of experience, expertise and credentials fit very well within our team.”

In addition to his CFA designation, Steve holds a B.S. in Accounting from the University of Pittsburgh, a Master of Business Administration (MBA) from Robert Morris University, and a Master of Science in Taxation (MST), with Certificates in both Estate Taxation and Business Taxation. Steve has also passed all four sections of the uniform CPA exam.

This material has been provided for general, informational purposes only, represents only a summary of the topics discussed, and is not suitable for everyone. The information contained herein should not be construed as personalized investment advice or recommendations. Rather, they simply reflect the opinions and views of the author. D. B. Root & Company, LLC. does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation. There can be no assurance that any particular strategy or investment will prove profitable. This document contains information derived from third party sources. Although we believe these third-party sources to be reliable, we make no representations as to the accuracy or completeness of any information derived from such sources, and take no responsibility therefore. This document contains certain forward-looking statements signaled by words such as "anticipate," "expect", or "believe" that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that the expectations, beliefs, views and opinions expressed in this document will come to pass. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. All investment strategies have the potential for profit or loss. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. The impact of the outbreak of COVID-19 on the economy is highly uncertain. Valuations and economic data may change more rapidly and significantly than under standard market conditions. COVID-19 has and will continue based on economic forecasts to have a material impact on the US and global economy for an unknown period.

Steven J. Kaczynski, Jr.


Senior Financial Advisor, Managing Director, Fiduciary Plan Solutions

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