Joseph C. Howard, Cfa®, Cfp® Email & Phone Number

I am a wealth management financial advisor based in Pittsburgh, PA. I work with a multi-generational team of private wealth advisors focused exclusively on the financial needs of accomplished families and institutions. Our team integrates our diverse areas of expertise in tax, estate, and investment management to provide customized solutions that ensure each client accomplishes their unique goals.I hold the Chartered Financial Analyst® designation and am a member of the CFA Society of Pittsburgh. I am, also, a member of CAPTRUST’s NMBL (New Money Buy List) Committee, which provides CAPTRUST advisors with an approved “buy” list of individual stock recommendations.Along with the Chartered Financial Analyst® designation, I am a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of Pittsburgh.I am a lifelong Pittsburgher, having grown up in the North Hills where I still live with my wife, Katie; our son, Elliot; and our golden retriever, Butter. I am a proud graduate of St. Vincent College where I received a Bachelor of Science degree in finance and investment management. Most importantly, I met Katie while attending St. Vincent.Faith has always played a central role in my life. I am active in my local parish, Regina Coeli, and serve on the finance council.

Listed skills include Financial Planning, Wealth Management, Insurance Planning Strategies, Investment Services, and 6 others.