Ernie is a seasoned financial professional with more than a decade of experience advising individuals, families, and institutions to help manage risk and achieve their financial goals. As a Wealth Advisor, Ernie provides investment and planning strategies tailored to the clients he serves.
Prior to joining JFS in January 2023, Ernie spent a majority of his career at PNC Wealth Management as an investment advisor. He has also served as a portfolio manager and investment strategist at several regional and community banks where he was responsible for guiding asset allocation decisions, portfolio construction and conducting investment strategy due diligence.
Ernie earned a bachelor’s degree in business administration and financial planning and is a CERTIFIED FINANCIAL PLANNER™. In addition to his experience collaborating with clients to develop and execute financial plans, he has highly specialized knowledge of Sustainable, Responsible and Impact investing strategies and environmental, social and governance (ESG) investment analysis and was among the first group of practitioners to achieve the CSRIC™ designation from the College for Financial Planning.
He lives in Boiling Springs, PA with his two sons and enjoys live music, soccer, collecting and learning to play different musical instruments, cooking, and playing chess.