A Pittsburgh native, Trey Davis graduated from the University of Dayton where he earned a degree in Economics. He joins Aquinas with a strong background in portfolio analytics, having worked most recently at Federated Hermes. Trey is dedicated to helping clients reach their financial goals throughout all stages of their lives. He resides in Mt. Lebanon where he enjoys golfing, spending time with family and friends, and is an avid car enthusiast.
Megan Petruska graduated from Indiana University of Pennsylvania where she obtained a Bachelor of Science Degree in Finance. Prior to Aquinas Wealth Advisors℠, Megan worked for Wachovia Securities. She has been part of the Aquinas Wealth Advisors℠ team for over ten years and currently serves as Vice President and Chief Operating Officer. She obtained her Executive Certificate in Financial Planning from Duquesne University. Megan has participated in various volunteer events for the Service for Sight program, and is currently a member of the Pittsburgh Young Professionals Organization and Women in Insurance and Financial Services. Megan is a Pittsburgh native and currently resides in the South Hills with her husband and three children.
Victor attended Penn State where he obtained a Bachelors of Science in Community and Economic Development. Victor comes to Aquinas Wealth Advisors℠ with a background in financial services and welcomes the opportunity to assist clients with their ongoing needs. He is a native Pittsburgher and enjoys exercise, sports, outdoors and most importantly spending time with his family and friends.
For over 30 years Chris has advised his clients in the areas of comprehensive financial planning, asset allocation, retirement planning and estate tax management techniques. Chris is an industry resource serving as a consultant and advisor to a multitude of industry professionals, giving clarity in the areas of practice management, client care and comprehensive financial planning.
Chris graduated from Duquesne University in 1986 with a BA in economics. He also earned the ChFC (Chartered Financial Consultant) designation from the American College in Bryn Mawr, Pennsylvania, in May of 1990. In January of 2005, Chris earned the AWMA (Accredited Wealth Management Advisor) designation through the College for Financial Planning in Denver Colorado.
Chris is very involved in his community; he has served as the president of the Duquesne University Alumni Board, the president of St. Bernard’s Roman Catholic Church Parish Council, a board member of Oakland Catholic High School, a member of Mt Lebanon municipal Pension Board, and a board member of the Cystic Fibrosis Foundation of Pittsburgh. Currently, Chris is a member of both the Duquesne University Board of Trustees and Investment Committee. He is also a committee member of the Little Sisters of the Poor, a board member of Mary’s Place Pittsburgh, a board member of Legatus International. Chris also remains active in youth sports in the Mount Lebanon area. Chris and his wife Molly have been married for 25 years and have five children, Kate, Will, Jack, Hugh, and Emma.
Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
Aquinas Wealth Advisorssm does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
As an Advisor, Mark has worked diligently to serve his clients. As a native Pittsburgher, Mark is an avid sportsman and enjoys all that western Pennsylvania has to offer. Mark is driven by family and faith.
As an Advisor, Nathan strives to help his clients reach their financial goals through personalized solutions. He joins Aquinas Wealth Advisors with a strong background in the financial services industry. Nathan resides in Cecil Township where he enjoys the outdoors, golfing, and spending time with family and friends.
Greg comes to Aquinas Wealth Advisors℠ with a strong background in financial services. Most recently Greg served as a financial representative and manager of a major broker-dealer. During that time he provided individuals and businesses throughout the region with financial products and services. He has a master’s degree in business administration and is securities and insurance licensed.
Greg and his wife, Christiana, reside in the Pleasant Hills area where they have 2 daughters and a son. He enjoys playing competitive hockey, baseball, and golf in addition to spending time with his family.