The ERA Group

Jack R. Ellenberger, CFP®

First Vice President

Jack R. Ellenberger, CFP® is a First Vice President and Financial Advisor with Hefren-Tillotson since 2009.  Jack utilizes Hefren-Tillotson’s MASTERPLAN approach to help clients create lasting financial plans that complement their lifestyles and bridge the gap to the next generation.  He aims to help individuals and organizations make an impact by aligning their values with sustainable and responsible investment strategies.  

Jack is a Partner of the ERA Group within Hefren-Tillotson and works closely with David W. Riehl and David G. Alderson Jr.  The group works with individual retirees, business owners, and retirement plans for small-medium sized businesses.

Jack is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance.  Jack is a graduate of the Pennsylvania State University with a B.S. in Finance and International Business and a Minor in Spanish.  He also studied at the Universidad de Salamanca in Salamanca, Spain, completed an Executive Certificate in Financial Planning at Duquesne University and is a graduate of Leadership Development Initiative XVII (a program of Leadership Pittsburgh Inc.)

Jack is actively involved in Open Field (Pittsburgh) and the Greater Pittsburgh Community Food Bank as a volunteer and member of the finance committee.  He is a former Big Brother through Big Brothers Big Sisters of Greater Pittsburgh and is a member of Grow Pittsburgh, Nine Mile Run Watershed Association, and Western PA Conservancy.  

Jack lives in Fox Chapel with his wife Michelle and three sons Alexi, Leo, and Julian.  He enjoys playing/coaching soccer, gardening, and spending time with his family and friends.  Jack is passionate about the city of Pittsburgh and values innovation, sustainability and giving back to his community.

Jack is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Send Message
Ready to take the first step toward your financial future?
Send Jack a Message

Articles to Keep You Informed

Articles By Jack R. Ellenberger, CFP®

Mitchell Niderstros
Financial Assistant
Nichole Heide
Senior Registered Financial Assistant
Jack is available to help you with your investments and answer your questions.
Send Jack a Message
Send a Message to
Jack Ellenberger
and take the first step towards your financial future.
  • This field is for validation purposes and should be left unchanged.

Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

What can we help you find?