Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

International Space Station

Allen Belice, CEPA®

Senior Vice President–Wealth Management

I have gained broad-based experience in the financial services industry during my 22 year career, particularly in serving the wealth management needs of individual investors, business owners, and retirees. My goal is to provide my clients with the highest level of service, with special focus on financial planning and retirement planning. I am a graduate of the University of Pittsburgh with a B.A. in Economics and Business. I have been a life long resident of Pittsburgh and my wife, Michele and I currently reside in the south hills area.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA
  • WV

Education

  • B.A. in Economics and Business, University of Pittsburgh, 1987 - 1991
500 Grant Street
BNY Mellon Center
46th Floor
Pittsburgh, PA 15219
  • (412) 562-6771

Email Me

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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