Sarah D’Amico graduated from the University of Pittsburgh where she obtained a Bachelor of Science in Business Administration degree. Prior to MFA Wealth, Sarah worked for numerous compliance consulting firms where she served as Chief Compliance Officer for several investment advisers. She currently serves as Chief Compliance Officer of MFA Wealth. Sarah is a Pittsburgh native and currently resides in Wexford with her husband and daughter.
Jay comes to Aquinas Wealth with a strong background in financial services. Most recently Jay served as a financial representative for a major broker-dealer where he provided individuals and businesses throughout the area with financial guidance. As a Financial Advisor, Jay works thoroughly to serve his clients. “I endeavor to provide financial solutions to help improve my clients’ standard of living, maximize their wealth, preserve their estate and prepare them for retirement.”
Jay graduated from Grove City College in 2007 with a Bachelor of Science Degree in Business Management. Jay and his wife, Rebecca, reside in the Fleming Island, Florida where they have three children.
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Mary Ann joins Aquinas Wealth with an extensive background performing various roles in financial services at both large corporations and small businesses. In recent years, Mary Ann’s focus has been specifically in the wealth management space helping young RIA firms grow and expand. She has a special interest (and found her passion) in helping firms nurture client relationships, promote team development, enhance growth strategies, and develop succession planning tactics.
A Duquesne University graduate, Mary Ann resides in Collier Township with her husband of 35 years. When not found rooting for Pittsburgh sporting teams, they enjoy travelling to visit their 3 grown children and granddaughter whenever possible.
Greg is the Lead Financial Advisor on the West Coast for Aquinas Wealth Advisors, a personal wealth management firm based in Pittsburgh, Pennsylvania. For over 20 years Greg has advised clients in the area of comprehensive financial planning, asset allocation*, retirement planning, estate tax management techniques, agricultural risk management, and Catholic moral investing.
Greg graduated from Cal Poly State University in 2002 with a BS in Agriculture Business, minoring in Wine and Viticulture. He also earned the FSCP® — the Financial Services Certified Professional designation from the American College in King of Prussia, Pennsylvania, in November 2018. In 2022, Greg earned the CLTC® — the Certification for Long-Term Care designation.
Greg is involved in his community; he is a Catechist and serves on the Financial Advisory Board at St. George Melkite Greek Catholic Church. In addition, he is the Administrator of Hill Country School, and is often seen ferrying his kids to Rugby, Basketball, Gymnastics, English Horseback riding, 4-H, and Irish Dancing. He is an Eagle Scout and a 4th Degree Brother Knight in the Knights of Columbus.
Greg and his wife, Sarina, have been married for 16 years (as of 2023). They have seven children, Luke, John, Paul, Lucy, Martha, James, and Peter.
*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.
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.