Mark Magarian Joins PVI

PVI, an SEC-registered RIA firm, is pleased to announce the hiring of Mark Magarian as Senior Portfolio Manager.

Mark brings a rich background, with over twenty years of investment experience. He recently held the title of Vice President-PIM Portfolio Manager at Wells Fargo Advisors. Before Wells Fargo, Mark worked at Deutsche Bank in London and was part of the investment team at Gruss & Co., with a multi-asset trading focus.

Harry Morad, Managing Partner of PVI, stated, "We are excited to welcome Mark to PVI as he can draw from his institutional background that began in London at Deutsche Bank and his time with UBS, Morgan Stanley, and Wells Fargo. He will immediately add value to our leadership team. His experience and track record fit our mission of providing the best investment and service solutions within the industry. PVI is not the right fit for all advisors; we are a home for the most capable professionals - which Mark certainly is."

PVI is an SEC Registered Investment Advisor and works with high-net-worth families and institutions across the country. PVI’s client-first approach has set it on a rapid growth trajectory while increasing its national footprint. Assets are primarily held in custody at Schwab and TD Ameritrade. Services include portfolio management, financial, estate and succession planning, banking, and consulting.

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

PVI recognized as one of '50 Growers Across America' by Citywire RIA

Pine Valley Investments was recognized by Citywire RIA as one of the ‘50 Growers Across America’ at an awards dinner in Washington, D.C. last week.

“On behalf of everyone at PVI, we are extremely proud and thankful for this acknowledgement”, said Joe Duncan, a Founding Partner of PVI. “Knowing every team member has directly contributed to the growth and success of the firm only makes this acknowledgment that much more rewarding. It was also exciting to hear how other RIAs are growing in this market environment and what’s ahead for our industry.”

PVI is an independent RIA providing fiduciary advice, financial planning, and investment services for clients. The firm is located in Marlton, NJ.

Citywire RIA is a website and biweekly magazine written and designed for investment decision-makers at RIAs.

More from Citywire RIA

Nicholas Lampone named Chief Strategy Officer (CSO) at PVI

PVI announced this morning that industry executive, Nick Lampone joined the firm as the CSO. Mr. Lampone has spent over 20 years in the financial industry, most recently as Principal and Director of Trading at Dalzell Trading.

His experience includes 15 years at Janney Montgomery Scott where he was Managing Director and held the role of Head of Sales Trading & Trading. Mr. Lampone supervised the trading desk and equity back-office operations while actively executing trades for some of the largest buy-side firms on Wall Street. Before Janney, Nick worked at Knight Trading as an equity sales trader where he covered a comprehensive list of major buy-side institutions. Mr. Lampone holds the following FINRA registrations: Series 24, 7, 57/TP, 6, 63, 65, and 99.

Harry Morad, Managing Partner of PVI, stated, “The entire team is excited to work with Nick. We believe Nick to be the perfect fit for the CSO position. As the CSO, Nick will work closely with the leadership team and advisory board. This will ensure the firm’s strategic plans and initiatives are being properly executed. His experience and vision will play an important role as PVI embarks on the second phase of growing AUM from 1B+ to 5-10B. Nick’s industry knowledge, work ethic, passion, leadership and team building capabilities will undoubtedly enhance client solutions.”

Mr. Lampone stated, “I am delighted to join the PVI team. They have built an exceptional firm with professionals of diverse backgrounds. This is an important distinction as varying viewpoints and experiences allow PVI to provide clients with impartial guidance and a unique perspective that always places the client first.”

PVI is an SEC registered RIA and works with high-net-worth families and institutions across the country. Assets are primarily held in custody at Schwab and TD Ameritrade as services range from portfolio management, estate and succession planning, banking, consulting, etc. For more information, please contact PVI at info@pinevalleyinvestments.com.