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John Cummings, Jr, Esq., ChFC®, AEP®, CAP®

Partner

Pittsburgh

Client Advisory

Biography

John is a Partner in the firm’s Pittsburgh office.​

He employs a consultative approach to the management of client assets. John specializes in consulting to high-net-worth individuals, Taft-Hartley, corporate, closely held corporations, as well as nonprofit organizations. He has experience in portfolio construction methodology, asset allocation decisions, and diversification of funds among various asset classes, investment styles, and money managers. John is very knowledgeable in mutual fund analysis and compliance matters.

Education

  • B.A. Slippery Rock University of Pennsylvania
  • Juris Doctor from Duquesne University
  • MBA with a concentration in Finance from Duquesne University

Highlights

  • Chartered Financial Consultant (ChFC®)
  • Accredited Estate Planner (AEP®) 
  • Chartered Advisor in Philanthropy (CAP®)

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.