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About Us

Investment Advisory Team

President
Donald M. Belt, CFA®
(412) 338-8200 x 1538
Chief Investment Officer
Brian J. Koble, CFA®
(412) 338-8200 x 1579
Director of Research
Jonathan Bernstein, CFA®, CFP®
(412) 434-0990 x 1641
Research Analyst
James Morgan
(412) 434-0990 x 1662
Research Analyst
Eric Mozur, CFA®
(412) 434-0990 x 1547

Experience.

You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

Insight.

You Can Rely On.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.