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


DBR & CO

Jack Carroll

412-227-2800

jcarroll@dbroot.com

www.dbroot.com


FOR IMMEDIATE RELEASE


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.


For more information about DBR & CO, please visit us at dbroot.com.

_


About DBR & CO

DBR & CO is an independent Registered Investment Advisor (RIA), providing private wealth management services to individuals and families as well as qualified retirement plan management in a fiduciary capacity to businesses and non-profit organizations. As of December 31, 2019, DBR had approximately $679,053,671 in assets under management, all of which was managed on a discretionary basis, as well as $5,997,541,756 in assets under advisement which are managed on a non-discretionary basis. Founded in 1994, the firm has offices in Downtown Pittsburgh and Toledo, Ohio.


Media Contact:

Jack Carroll

Marketing Services

412-227-2800

jcarroll@dbroot.com


Subscribe to our monthly Big Picture Financial Planning newsletter

LATEST BLOG POSTS

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

-

Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

-

Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

  • White LinkedIn Icon
  • White Facebook Icon
  • White Twitter Icon
  • YouTube - White Circle

© 2020 DBR & CO  View Disclosures  Compliance Documents