Roger Roble is the President of Roble Belko & Company. Roger founded the firm in 2000 with the goal of providing independent, objective advice to a select group of high net worth and institutional clients. Roger’s responsibilities include relationship management, strategic planning and business development. His extensive background in the institutional public finance markets has helped in the implementation and trading of customized municipal bond portfolios for our high net worth clients. Roger is also very involved in the coordination of our wealth management services with our clients’ tax and legal advisors.
Roger received his M.B.A. degree from Carnegie Mellon University in 1986, following undergraduate studies at CMU that earned him Academic All-American Football honors in 1985. He began his career with CS First Boston in New York, subsequently working in Institutional Fixed Income Sales in CS First Boston’s Philadelphia and Chicago offices. Roger then spent 5 years in A.G. Edwards’ Chicago office, focusing primarily on the tax exempt bond market. During his 14 years of institutional coverage, Roger traded various fixed income securities to mutual funds, bank trusts, insurance companies, corporations, and investment advisers.
Roger currently is a member of the Independent Review Committee of Vanguard Investments Canada and also serves as Vice Chairman of the St. Anthony School Programs Board.
William Belko, CFA, CFP®
Chief Investment Officer
Bill Belko is the Chief Investment Officer of Roble Belko & Company. Bill joined the firm in 2002 and is currently responsible for portfolio management, investment research and trading. Bill oversees the firm’s investment process and developed the firm’s proprietary risk management system . His quantitative background in equities and derivatives has helped in the risk management and liquidation of single stock exposure and portfolio hedging for several of our clients. Bill has also developed an asset/liability management system, which analyzes interest rate risk for appropriate client mandates.
Bill graduated Summa Cum Laude from California University of Pennsylvania and attained Academic All-American honors in basketball in 1984. He then received his M.B.A. degree from Carnegie Mellon University in 1986 and became a Chartered Financial Analyst in 1991 and a CERTIFIED FINANCIAL PLANNER™ in 2019.
Bill began his career with Dean Witter Reynolds in New York, working in Corporate Bond Trading and Institutional Fixed Income. He later joined Advanced Investment Management in 1989, where he helped pioneer the firm’s enhanced index arbitrage strategy. Bill eventually became a senior portfolio manager, managing over $6 billion in fixed income securities, equity derivatives, common stocks and exchange-traded funds for larger institutional pension and endowment funds. Bill currently is an adjunct professor at La Roche University and he also serves on the board of the Carnegie Museum of Natural History.
Ryan P. Lacey, CFP®
Ryan’s primary responsibilities include multi-generational financial planning and relationship management. He graduated from Edinboro University with a BBA in Financial Services and a minor in Economics. He also earned his MBA in Finance from Waynesburg University and his CERTIFIED FINANCIAL PLANNER™ designation. Ryan began his career at PNC Bank in Pittsburgh, working as a Licensed Financial Sales Consultant. His role included sales and service for all investment and bank related products. He then transitioned into the Private Client Group as a Relationship Manager, where he was responsible for providing dedicated services to high net worth clients.
Colleen E. Doughty
Chief Compliance Officer
Colleen’s primary responsibilities include oversight of compliance, operations and client reporting. She graduated from Ohio University with a BBA in Finance and a MBA with a concentration in Marketing from Duquesne University. Colleen began her career at BNY Mellon in Pittsburgh as a Managed Account Specialist. She then transitioned to Mellon Capital Management as a Senior Client Operations Accountant, where she was responsible for providing institutional clients and investment managers with timely and accurate reporting. Colleen is a member of the Greater Pittsburgh Compliance Roundtable.
Keith J. Wander, CFA
Keith’s primary responsibilities include portfolio management, investment analysis, and trading. He graduated from Ohio University with a BBA in Finance and Business Pre-Law. He became a Chartered Financial Analyst (CFA) in 2011 and is a member of the CFA Society of Pittsburgh. Keith began his career with Northern Trust in Chicago, working in the Investment Risk and Analytical Services division. Keith later joined BNY Mellon Asset Management as a Senior Investment Analyst where his primary responsibility was performing independent and comprehensive investment manager due diligence across traditional and alternative asset classes.
Mario Posteraro, CFP®, CIMA®
Mario’s primary responsibilities include multi-generational financial planning and relationship management. He graduated from Grove City College with a BS in Finance and earned an Executive Certificate in Financial Planning from Duquesne University. Mario is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst®. He began his career with Teach For America in Cleveland working as a Math Teacher. Mario later joined PNC Wealth Management where he was an Investment Advisor & AVP, and provided portfolio and relationship management to high net worth clients. He is a member of the Financial Planning Association (FPA) of Pittsburgh and serves as the VP for the Young Professionals Advisory Committee (YPAC) for the Extra Mile Education Foundation.
Nic’s primary responsibilities include portfolio management, investment analysis, and trading. He graduated from the University of Pittsburgh with a BBA in Finance. Nic began his career with Vicus Capital in State College, working as a Junior Portfolio Analyst. He later joined Hirtle Callaghan, & Co. as a Senior Analyst where his primary responsibility was conducting due diligence on private credit and long-only public equity managers.
Lillian L. Bowser
Lily's primary responsibilities include client reporting and operations. She graduated from Grove City College with a BS in Business Economics. Lily interned at Hefren-Tillotson her senior year and after graduation, she began her career at Ameriprise Financial as a Client Servicing Specialist, where her primary duties were preparing client meeting agendas and financial plans.
Kristen A. Barnes
Kristen’s primary responsibilities include accounts payable, accounts receivable and payroll. She graduated from Sawyer Business School with an AD in Specialized Business with a concentration in Clinical Administration. Prior to joining Roble Belko & Company, she spent several years in the medical industry.