From Family Wealth Report
The new RIA is focused on training the next generation of financial advisors and targeting entrepreneurs.
Pittsburgh, PA-based D B Root & Co has launched as an independent RIA, leveraging Dynasty’s wealth management services and technology platform.
With client assets of over $650 million, D B Root works with corporate executives, professionals, business owners and entrepreneurs in Pittsburgh’s burgeoning technology sector and growing energy segment.
The firm also focuses on education, since half of its employees are under the age of 40, and engages fully in technology and social media, Dynasty said.
Founder and chief executive David Root launched the newly independent firm after leaving Commonwealth Financial Network, which he joined in 1997.
The firm’s team also consists of: Charles Stout, senior advisor; David Hoffmann, vice president; Steve Kohler, senior financial advisor; Michael Aroesty, financial advisor; and Lynn Hoffay, CPA.
They also join from Commonwealth, along with nine support staff.