R Brian Werner (CFA, CFP®)

Additional Information

Mr. Werner is a Chartered Financial Analyst®. He has been recognized as one of America's top financial planners. Brian holds an MBA from Duquesne University, Magna Cum Laude, and is a graduate of University of Dayton. He is a member of the Pittsburgh Security Analyst Society, and Estate and Financial Planning Council. Brian and his wife Monica returned to their hometown of Pittsburgh in 2005 to raise their two children and settled in Edgewood, PA. His free time is spent with his family - -traveling, skiing, biking and enjoying the outdoors. He and Monica are active members of the Edgewood community and St. Bede Parish. He can often be found coaching soccer, baseball and basketball and other activities his children are pursuing. Brian was co-founder and CFO of iCatcher Network, a venture capital backed Start-up Company. He led the strategic development and eventual successful sale of the company. His corporate finance experience also included time as an analyst in the investment banking division of Allied Irish Bank. Most recently, as First Vice President, Senior Wealth Advisor for First Niagara, he led the development of First Niagara's Western Pennsylvania Private Client Services and served on the bank's Western Pennsylvania operating committee. His investment and wealth management experience included time as Relationship Manger and Planner at PNC/National City, Investment Analyst with Greycourt Investment Advisors and Commodities Trading/ Hedging Specialist at Linnco Future Group, Chicago Board of Trade.