Wealth planning that makes a difference

Three generations in the front yard

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.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jim Rimmel

    James Rimmel

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • ND
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Jim joined UBS in 1997 and has since acquired many accreditations and awards for his dedication to clients and exceptional leadership. He focuses on high net worth individuals, business owners, retirement plans, asset allocation strategies and complex financial planning strategies. 

    Jim holds the Series 7, 31, 63 and 65 securities licenses and his insurance license. He earned an M.B.A. with a concentration in strategic planning and finance from the University of Pittsburgh’s Katz Graduate School of Business. Jim graduated with a B.S. in business and a minor in history from Miami University, Oxford, OH.

    Jim is an active member of the local community. He has previously served on boards of the Pittsburgh Symphony, Longue Vue Club, the Coalition for Christian Outreach and Beverly Heights Presbyterian Church.

    Jim lives in Mount Lebanon with his wife, Erin. He enjoys spending time traveling with his family and playing golf.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Miami University of Ohio
    • Katz Graduate School of Business, University of Pittsburgh, Masters in Business Administration
    • Certified Investment Management Consultant
    • Chartered Retirement Planning Counselor℠
    • Chartered Retirement Plans Specialist℠
    500 Grant Street
    BNY Mellon Center
    Pittsburgh, PA 15219
  • Dan Pessy

    Daniel Pessy

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • ND
    • NE
    • NJ
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Dan began his career at UBS in December 1999, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000. Using over 20 years of experience, Dan advises high-net worth individuals and business owners on wealth accumulation, preservation, and transfer strategies. His focus on financial and retirement planning, asset allocation analysis, and investment manager selection provides his clients with a full-service and holistic approach to wealth management. Dan also advises qualified retirement plans on plan design and fund selection, working closely with employers to provide a critical benefit to their employees.

    Dan was named a Senior Portfolio Manager in the UBS Portfolio Management Program, allowing him to offer personalized, discretionary investment management to his clients. He has also completed the UBS Wealth Advisor Program, which educates exceptional advisors on connecting clients with the vast resources available at UBS and beyond.

    Dan earned a B.S. in Finance and Investment Management from Duquesne University in Pittsburgh, PA. He is actively involved with his alma mater, as well as the American Cancer Society and various youth sports. Dan is an avid golfer, and enjoys travel, golf course architecture, and spending time with friends and family. He lives in Pittsburgh with his wife and two daughters.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Duquesne University, B.S.
    • Senior Portfolio Manager
    • Wealth Advisor
    500 Grant Street
    BNY Mellon Center
    Pittsburgh, PA 15219
  • Erin Britton

    Erin Britton

    Associate Director

    Team Administrator

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    • CA
    • FL
    • NY
    • OH
    • PA

    Erin has over 20 years of experience in the financial industry, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in March 2018 as Team Administrator and Business Manager. She functions as the team's Chief of Staff, ensuring excellent customer service for our clients.

    Previously, Erin worked in fixed income for UBS Investment Bank in New York, NY. More recently, Erin covered the state of Pennsylvania as Technology Specialist, assisting advisors and their clients with UBS' technology offerings. She's held previous roles with Fidelity Investments and a hedge fund in Greenwich, CT.

    Erin holds her Series 7 and 66 securities licenses, as well as a degree in Communications and Public Relations from California University of Pennsylvania. She resides in the Dormont neighborhood of Pittsburgh, and enjoys international travel, cycling, and almost all types of music. She spends most of her free time as an aspiring chocolatier.

     

          500 Grant Street
          BNY Mellon Center
          Pittsburgh, PA 15219
        • John Porter

          John Porter

          Senior Wealth Strategy Associate

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          • AL
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          • IL
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          • MA
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          • ME
          • MI
          • MO
          • MS
          • NC
          • ND
          • NJ
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          • OH
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI
          • WV

          As a relationship manager, John works with our individual clients, qualified retirement plans and their participants to find solutions for their financial needs. John concentrates on Next Gen and Rising Generation clients, helping them invest for retirement as well as potential education costs and home purchases. His focus on financial planning and investment management play a critical role in the long term financial success of our working-age clients.

          John joined the Rimmel Mehaffey Pessy Wealth Consulting group in 2017. He holds Series 7 and 66 securities licenses and his Life, Accident & Health insurance license. John graduated from Grove City College with a B.S. in Business Finance. An active member of his community, John is involved with his alma mater and City Reformed church. He’s a lifelong basketball fan, and enjoys playing in league competition as well as coaching middle-school basketball in the Pittsburgh area. John enjoys golf, listening to audio books, and traveling to National Parks with his wife, Lauren. They reside in the North Hills of Pittsburgh.

            • Grove City College, B.S.
              500 Grant Street
              BNY Mellon Center
              Pittsburgh, PA 15219
            • Maggie Rimmel

              Maggie Rimmel

              Senior Wealth Strategy Associate

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              • AK
              • AL
              • AR
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              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MS
              • MT
              • NC
              • ND
              • NE
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • PR
              • RI
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • VI
              • VT
              • WA
              • WI
              • WV
              • WY

                    500 Grant Street
                    BNY Mellon Center
                    Pittsburgh, PA 15219
                  • Christine Mulkerrin

                    Christine Mulkerrin

                    Wealth Management Associate

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                    • CA
                    • CO
                    • FL
                    • GA
                    • IA
                    • IL
                    • KY
                    • MO
                    • NY
                    • OH
                    • PA
                    • TX

                    With twenty years of experience with the team, Christine is responsible for all aspects of client service and operations. She is also responsible for our client on-boarding process.

                    Christine joined the Rimmel Mehaffey Pessy Wealth Consulting Group in January 2003 after working as a sales assistant at Morgan Stanley and at a local venture capital firm.

                    She holds Series 7 and 66 securities licenses and has completed the Private Wealth Management Education Program. She graduated from Indiana University of Pennsylvania with a B.S. in communications. In her spare time, Christine is an active participant in rowing and enjoys traveling and reading.

                          500 Grant Street
                          BNY Mellon Center
                          Pittsburgh, PA 15219

                        A focus on personalized access and service

                        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                        The Year Ahead - Sustainable Investing

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        case study

                        Ensuring secondary items

                        Taking first priority in estate planning

                        Wealth planning that makes a difference.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

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