PITTSBURGH – Independent Wealth Management firm, D.B. Root & Company has continued its steady growth by adding a new Financial Assistant to its roster. Adam Souply joins the firm after spending several years with one of the industry’s largest firms, BNY Mellon.
“I am very excited to be joining a firm that is clearly on the rise. I am looking forward to contributing my expertise in retirement planning, risk management and portfolio construction, while continuing to learn and grow under D.B. Root’s solid leadership.”
Adam will be working closely with CEO David Root as well as firm President Charles Stout.
“We are fortunate to have found Adam at just the right moment for our firm. We are glad to bring his work ethic and enthusiasm he has exhibited in his career and previously on the basketball court to our firm,” stated Root. “Our disciplined approach to retirement planning requires in depth reporting for our clients, and Adam has shown tremendous focus in all he does.”
A Fayette City native, Souply holds a B.S. degree in Business Administration (Finance/Investment Management Major)and MBA from Duquesne University where he also received a basketball scholarship. He passed Level I of the Chartered Financial Analyst (CFA) Program in June of 2014 and is a 2015 Level II CFA Candidate. Adam and his wife Thea live in Aspinwall, and enjoy experiencing Pittsburgh’s many cultural opportunities.
About D.B. Root & Company
D.B. Root & Company provides wealth management and financial planning to individuals, families and businesses. We provide high value independent, personal financial advice including retirement planning, investment management, estate planning, tax planning advice, corporate seminars and executive counseling services. Founded in 1994, the firm is headquartered in Downtown Pittsburgh. For more information, visit www.dbroot.com