Robert E Hapanowicz, AIF®
President, Founder & Owner
At Hapanowicz & Associates, the client comes first. H&A helps individuals, families and businesses pursue their financial goals. As President and Founder of H&A, Bob is responsible for each and every client’s satisfaction with H&A service and performance. Bob believes that “at H&A, you don’t have to be a Rockefeller or Carnegie to be treated like one.”
Bob began his career with Advest, which was later acquired by Merrill Lynch in 1987. In 1989, he left Advest and founded Hapanowicz & Associates to provide comprehensive financial and wealth planning to his clients. He was its only employee. Since that time the team has grown, and now manages and/or supervises nearly a quarter of a billion dollars in assets. He recognizes that the Associates of H&A are its most important asset and that strategic planning involves providing career opportunities for the Associates of H&A.
Bob holds the Accredited Investment Fiduciary (AIF®) professional designation, and earned his Bachelor of Science degree in Economics and Business from Edinboro University in Pennsylvania.
Bob is active in the John F. Fortney Charitable Pancreatic Cancer Research Group.
Robert S. Gibb III, CFP®, CTS™
Casey Gibb joined Hapanowicz & Associates in 1997, having been referred to the firm by one of Pittsburgh’s leading estate planning attorneys. Prior to that, he spent 12 years with a local investment management firm. Casey is a strong believer in strategic asset allocation and diversified portfolios for long term investing. He specializes in retirement income distribution strategies, thus he begins his work with every client by gaining a clear understanding of their long-term needs and retirement goals.
A graduate of Washington and Lee University in Lexington, VA, Casey holds a BA in Business and Economics. He has also completed the rigorous requirements set forth by the Certified Financial Planner Board of Standards and is a CFP® professional.
In his leisure time, Casey enjoys boating, hiking and skiing with friends and family.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Bernard E. Carter, Jr., CFA ®
Investment Strategist/ Client Service Manager
Bernard E. Carter, Jr., CFA® joined Hapanowicz &Associates in 2012 as an Investment Analyst. In 2013, he assumed his current position of Investment Strategist, and is responsible for overseeing the design and due diligence of the firm’s asset management and investment strategies. Bernard is also responsible for portfolio trading and performance reporting. He is a member of the H&A Investment Committee.
Prior to joining H&A, Bernard was a manager within the Global Securities Pricing unit of BNY Mellon. Prior to this, Bernard worked as a financial advisor in the downtown Pittsburgh office of Morgan Stanley. Bernard has over 20 years of financial industry experience, including financial advisory as well as securities trading, evaluation and pricing.
Bernard earned a Bachelor of Arts degree in Accounting from Washington and Jefferson College. He maintains FINRA Series 7 and 66 securities registrations through LPL Financial. He is a CFA charter holder and a member of the CFA Society of Pittsburgh.
Director of Operations/ LPL Registered Sales Assistant
Nicole has a unique client service background, having spent eight years in New York City in the hospitality field, followed by ten years at a wealth management firm in Pittsburgh. She combines this experience and knowledge to deliver personalized and exceptional customer service. Nicole earned her Bachelor of Science degree in Food and Nutrition from Indiana University of Pennsylvania and currently holds her Series 7 and 66 registrations through LPL Financial. She currently resides in Lower Burrell, Pennsylvania with her daughter, and her toy schnauzer, Schnitzel.
Event Marketing Specialist
As the team’s Event Marketing Specialist, Andrew’s core focus is on the marketing development for the Hapanowicz & Associates team. He coordinates all workshops and special events for H&A, as well as maintains their media presence, and the overall promotion of the team. A natural in Sales and Marketing, Andrew has been working in the field for over 5 years throughout various industries.
Born and raised in West Chester, PA, Andrew received a Bachelor of Science in Business Administration at Duquesne University in Pittsburgh. Outside the office, he is an avid Philly sports fan that loves his Basset Hound and his family trips to the Jersey Shore.
Client Service Associate
Christina has been a part of the H&A team since 2010. As our Client Service Associate, she is likely to be the first one you see when visiting our office or the first voice you hear when calling in.
Christina holds a Bachelor of Science in Business Administration from Duquesne University and a certification in Bloomberg Equities. She is dedicated to H&A’s client services and the company’s overall excellence. In her free time Christina enjoys baking pies, her favorites being rhubarb and apple pie.