Experience

Ed has over 30 years of financial services experience.  He has always valued relationships with his clients as his most important assets.  As an advisor he is focused on providing tailored wealth management strategies and portfolio management to help clients grow their assets and help achieve financial goals.  He specializes in managing discretionary portfolios constructed of individual equity, fixed income and related securities and managing those portfolios through multiple market cycles on behalf of individual clients.  He works closely with external client advisors including CPAs and estate planning professionals to develop detailed and customized financial, tax and estate plan strategies.  

Ed has a B.S. in Electrical Engineering from Pennsylvania State University and an M.B.A. from the University of Pittsburgh. He currently has Series 7, 63 and 65 securities licenses and life, health and accident insurance licenses.  Ed and his wife Kathy have 3 adult children. 

Jon has 33 years of wealth management experience. He focuses on business owners, ultra-high net worth individuals, defined contribution retirement plans, portfolio management and asset allocation strategies. Jon is a Chartered Retirement Plans Specialist^SM. 

Jon graduated from the University of Pittsburgh with an M.S. in Chemical and Petroleum Engineering. He and his wife, Leah, reside in Moon Township, Pennsylvania. They have three children, Lydia, Lindsey and son-in-law Justin, and Jon Michael and daughter-in-law Renae. 

Helping individuals and families accomplish their financial goals is paramount in all that Dan does. Since joining UBS in 2016, Dan has helped numerous families develop customized and comprehensive strategies in order to achieve what matters most in life.  His approach focuses on education, and helps to make decisions with you – not for you.  Dan integrates his financial planning experience with investment management solutions to ensure a complete wealth management experience.

Prior to joining UBS, Dan worked as a Hedge Fund Specialist with JP Morgan in Boston, MA.  He has a B.S. in Finance from The Pennsylvania State University.  Dan holds several industry designations including CFP^® (CERTIFIED FINANCIAL PLANNER), AWMA^® (Accredited Wealth Management Advisor_⁾, CEPA^® (Certified Exit Planning Advisor) and CPWA^® (Certified Private Wealth Advisor). He also holds Series 7 and 66 securities licenses, as well as life, accident, and health insurance licenses.  Dan currently lives in Mt. Lebanon with his wife Holly.

Lou joined UBS’s predecessor Paine Webber in 1993.  He started his career in the financial services industry in 1984 with Dean Witter Reynolds.  Before entering management, Lou was a financial advisor for 17 years.  In 2001, he became the manager of the UBS Westfield New Jersey branch. In 2005, Lou became the Business development officer for the UBS Mid Atlantic region before relocating to Pittsburgh in 2007 as the Complex Director and currently holds the title of Market Director. 

Lou holds Series 65,63, SIE,3,7,9,10,8, Insurance, Life Accident and Health as well as industry designation CEPA (Certified Exit Planning Advisor). 

Lou and his wife have four sons and 3 grandchildren.

Jameson is the former Producing Branch Manager for the Sewickley Office of UBS Wealth Management Americas in Sewickley, Pennsylvania- just outside of Pittsburgh.  Jameson was also previously the Branch Manager for the North Hills Morgan Stanley Office for five years before joining UBS in May 2013.  He is celebrating 27 years as a veteran of the securities industry, 11 of which are here at UBS. Jameson graduated from Boston University in 1992 where he received his Liberal Arts degree in Political Science.  He started his career as a Financial Advisor in 1997 for Smith Barney in Minneapolis, Minnesota.  In 2006, he and his wife and two boys relocated to the Pittsburgh area that enabled his wife to further her career in her hometown with Westinghouse.   

Although not affiliated with any specific charity, the Viljaste Family enjoys being active in local community and non-profit organizations and supporting the philanthropic passions of others.  In his spare time, Mr. Viljaste enjoys trophy class freshwater fishing, golf, amateur photography, cooking and music. Jameson and his wife, Deanna, reside in Gibsonia, PA- part of the Treesdale Residential and Golf Community.  They have two boys, Tyler and Alex; Tyler is a third-year law student at Georgetown University and Alex is a recent graduate of Robert Morris University with degrees in Accounting and Finance.  Both are passionate about community affairs and civic involvement.

Staci, is the focal point of a consistent and smooth client service experience.  She is responsible for managing the day-to-day affairs of the PGH Wealth Management Group including coordinating incoming and outgoing communications, managing account documentation, executing asset and cash movements and quarterbacking general client interaction with the team.  She has over 20 years of experience at UBS in client facing responsibilities and is deeply skilled at service and support functions.  In addition to her formal responsibilities, Staci serves as an office and firm-wide training resource and mentors new and inexperienced administrative staff.  Additional experience includes more than 30 years in the financial services industry.  Staci holds the Series 7, 63 and 65 securities licenses and is a member of the Team Associate Coach Network at UBS. 

Staci enjoys baking, walking/running and spending time with her family.  She and her husband Douglas currently live in South Fayette with their four children.

Allison has over 20 years of experience in the financial services industry.  She previously worked for Merrill Lynch in their Baltimore, Annapolis and Washington DC offices where she worked as both a member of the management team supervising the support staff and working with clients as a Registered Manager's Assistant.   Allison joined UBS in 2011 and focuses on client portfolio reporting and financial planning for the team.  

She and her husband David currently live in Peters Township with their three children.

Alexandra has a Finance and Business Analytics degree from the Kelley School of Business at Indiana University Bloomington. After graduation, she worked in Chicago at the UBS Wealth Advice Center where she earned her Series 7 and Series 66 licenses. 

Now, with PGH Wealth Management Group, she focuses on client service, market data, and account analysis. She and her fiancé live in the South Hills of Pittsburgh. 

Perry joined PGH Wealth Management as a Client Service Associate (CSA) and has a supporting role in the market branch operations. Perry initially interned at UBS during his undergraduate years and returned after time as a Derivatives Specialist at BNY Mellon.

Perry graduated from Point Park University with a B.S. in Accounting. He is currently pursuing his series 9/10 designations. Perry is a motorsports fanatic. He regularly attends all forms of racing, from Formula 1 to local dirt track events, travelling in his own sports car.  He enjoys his annual hunting trip with his father and relaxing in their cabin. Perry is a long-term resident of Mt. Washington, where he currently sits as President of the local Community Development Corporation.