Jeffrey Lowden, CFP - Ubs Financial Services

Mellon Capital Management, a Bank of New York Mellon Corporation company, is a leading innovator in the investment industry. The company manages global quantitative strategies for institutional investors. In the past decade, the firm has extended its domestic allocation approach to include global markets. It capitalizes on pricing inefficiencies across currencies, countries and asset classes. Mellon Capital Management s reputation is founded in its domestic asset allocation and indexing strategies. Its systematic investment approach is based on sound financial theory, classical valuation methods and a research-driven process. In addition to its strategies and risk management techniques, the company offers transition management and securities lending services. Mellon Capital Management is based in San Francisco with a location in Pittsburgh, Pa.

Visit our office today located in Pittsburgh, PA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Daniel Pessy-UBS Financial Services Inc, located in Pittsburgh, PA, specializes in wealth management and financial planning for high-net-worth individuals and business owners. With over 20 years of experience, Daniel Pessy and his team provide a holistic approach that encompasses wealth accumulation, preservation, and transfer strategies. As a Senior Portfolio Manager and Wealth Advisor, Daniel offers personalized investment management and retirement planning services, working closely with employers to design qualified retirement plans. He is actively involved in community initiatives, including support for Duquesne University and the American Cancer Society, while also enjoying golf and family time. Generated from the website