Second Quarter 2019 Market Report

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Management Team

Chairman and Chief Executive Officer
Kim Tillotson Fleming, CFA®
(412) 434-0990 x 1555
Vice Chairman
Craig A. Tillotson
(724) 940-0990 x 1637
Donald M. Belt, CFA®
(412) 338-8200 x 1538
Executive Vice President
Kurt Carlson, CFP®, CFA®, AIFA®
(724) 940-0990 x 1656
Director of Fixed Income
Timothy Davis
(724) 940-0990 x 1583
Director of Facilities
Linda Fryz
Director of Corporate Services
Rachel Hawili, AIFA®
(412) 338-8200 x 1568
Chief Investment Officer
Brian J. Koble, CFA®
(412) 338-8200 x 1579
VP, Director of Business Development
Ed Lettieri
(412) 434-0990 x 1504
Director of Financial Planning
Michael T. McGrath, CFP®
(412) 434-0990 x 1582
Executive Vice President
Craig McRoberts, AIFA®
(724) 597-7990 x 1604
Director of Human Resources
Nichole McQuaide, PHR
Chief Operating Officer
John P. Meegan, CPA®
(412) 434-0990 x 1503
Executive Vice President
James G. Meredith, CPA/PFS
(412) 434-0990 x 1508
Chief Financial Officer
Joseph Niesslein, CPA®
(412) 434-0990 x 1599
Director of Insurance
Bryan Pirosko
(724) 940-0990 x 1727
Director of Marketing
Larry D. Sebbens
(412) 434-0990 x 1518
Senior Vice President & Branch Manager
Matthew Snider, CFP®
(724) 838-0990 x 1532
Chief Compliance Officer
Paul Taddeo
(412) 434-0990 x 1557
Senior Vice President & Branch Manager
Alfred Vallano
(724) 597-7990 x 1603
Senior Vice President & Branch Manager
William Wilson
(724) 283-3788 x 1669


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.


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.