Sean Murphy Joins Pine Valley Investments in Naples, Florida

MARLTON, NJ, March 24, 2025 - Pine Valley Investments (PVI) is pleased to announce the addition of Sean Murphy as Director of Private Wealth for Florida, Senior Vice President to its proven team. Based in Fort Myers, Florida, he will play a crucial role in expanding the firm's presence and services in Florida.

Mr. Murphy brings 20 years of experience to PVI and has built a reputation in Florida as a private banker for Truist for the past 12 years. Mr. Murphy will focus on helping clients safeguard their wealth while seeking to achieve attractive risk-adjusted returns. His commitment to understanding each client’s unique needs has made him a trusted advisor, empowering clients to make informed financial decisions that support long-term security and success.

"We are thrilled to welcome Sean Murphy to the PVI family," said Harry Morad, Managing Partner of Pine Valley Investments. "Sean's extensive experience and client-focused approach align perfectly with our firm's commitment to providing comprehensive wealth management solutions. His presence in Fort Myers, Naples, and the rest of Florida will be instrumental in strengthening our services and relationships in the state."

Mr. Murphy shares the firm’s enthusiasm in this new partnership. "I'm excited to bring my expertise to PVI and contribute to the firm's service offering in Florida," he said. "The company's dedication to tailored financial strategies and their client-first approach aligns with my philosophy on client service priorities. I look forward to what the future holds for PVI and our clients."

Nick Lampone, the Chief Strategy Officer of PVI, added, “Sean fits perfectly within the PVI strategic vision. We know this is one of those rare additions where we can hit the ground running, as this is a natural fit of personalities, priorities, and firm culture.”

PVI was founded in 2015 and has established itself as a trusted partner in private wealth management. The firm serves individuals, families, and businesses across the United States. With the addition of Sean Murphy, the firm continues to expand its reach and enhance its ability to provide best-in-class investment management and financial planning services.

For more information about Pine Valley Investments, an SEC-registered RIA, and its services, please visit https://www.pinevalleyinvestments.com/.

Greg Pizzano Brings Over Four Decades of Expertise to PVI

Pine Valley Investments (PVI), a registered investment advisory (RIA) firm, is pleased to announce the hiring of Greg Pizzano as an Investment Advisor Representative and Portfolio Manager.

Greg is a seasoned professional known for his commitment to serving his clients’ best interests, helping them achieve their long-term financial goals.

In 1990, Mr. Pizzano founded GMP Asset Management, a fee-based Registered Investment Advisory firm. In 2002, with his clientele from GMP, Greg joined New Century Asset Management, an RIA division of Valley Bank, as their Senior Portfolio Manager. Here, he continued to focus on building and managing equity-based model portfolios for the Bank’s Trust clients as well as for New Century Asset Management. New Century later merged into Hallmark Capital Management (HCM), and Greg transitioned into this bank division. During his tenure at HCM, he capably steered the management of approximately $300 million, catering to taxable and qualified retirement plans, trusts, endowments, and non-profit organizations.

Nick Lampone, PVI’s Chief Strategy Officer, stated, “We are thrilled to welcome Greg to PVI. His experience and background fit our purpose of providing exceptional financial guidance and service to our clients.”

Greg’s wealth of experience extends beyond finance as a management consultant for Change Bridge Inn, an assisted living facility established in the late 1980s. He managed the budgets and finances of the facility, provided cash flow analysis, and successfully negotiated the facility’s eventual sale.

In addition to his distinguished professional career, Mr. Pizzano is an active and engaged member of his community, having served on the Tri Town Chamber of Commerce and the town of Boonton Planning Board. For 25 years, he has served on the Board of Governors and Executive Committee as Board Treasurer for Lakeland Hills Family YMCA in Mountain Lakes, NJ.

About Pine Valley Investments (PVI):

Pine Valley Investments is a leading registered investment advisory firm specializing in wealth

management, risk management and planning solutions. With a team of proven and experienced professionals, PVI is dedicated to delivering comprehensive financial solutions tailored to meet the unique needs and objectives of their institutional and high-net-worth clients. *Registration does not imply a certain level of skill or training.

For more information, please contact PVI at info@pinevalleyinvestments.com

PVI Welcomes the Braatz Wealth Advisors Group

Pine Valley Investments (PVI) is a registered investment advisory (RIA) firm and proud to

announce the addition of Jason Braatz, Scott Walden, and James Varley as the Braatz Wealth

Advisors (BWA) group. Prior to joining PVI, the BWA group was part of a team responsible foroverseeing 500+ million dollars at Merrill Lynch.

"We are thrilled to have Jason join our team. His industry experience, coupled with his teams unwavering commitment to providing exceptional service aligns perfectly with our mission of delivering outstanding results for our clients. We are confident that Jason's expertise will further strengthen our capabilities and contribute to the continued growth and success of PVI." - Mike Modica, Partner of PVI.

Nick Lampone, the Chief Strategy Officer of PVI added, “the addition of BWA marks an exciting chapter for our firm. This step further solidifies our commitment in delivering exceptional wealth management solutions to our esteemed clientele. PVI remains a place for not just any advisor, rather the most proven advisors.”

Commenting on his new role, Jason expressed his enthusiasm for joining PVI: "I am blessed for my time and experiences at Merrill Lynch. My team and I are honored to join a forward-thinking firm like Pine Valley Investments. This decision was the result of a thorough analysis, but a simple objective – where can I best offer a client first approach.”

About Pine Valley Investments (PVI):

Pine Valley Investments is a leading registered investment advisory firm specializing in wealth

management, risk management and planning solutions. With a team of proven and experienced professionals, PVI is dedicated to delivering comprehensive financial solutions tailored to meet the unique needs and objectives of their institutional and high-net-worth clients.

For media inquiries, please contact: info@pinevalleyinvestments.com