Hefren-Tillotson Advisors Selected for Five Star Awards

June 23, 2011 - PRLog -- Pittsburgh, PA— Hefren-Tillotson, Inc. today announced the selection of thirty-two of their investment advisors as 2011 Five Star Wealth Managers for the Pittsburgh area.

Crescendo Business Services, an independent research firm, conducted a survey to find out which wealth managers successfully satisfied key client satisfaction criteria and overall scored the highest in client satisfaction.  Crescendo surveyed by mail and phone, 68,500 high-net-worth residents in the Pittsburgh area and subscribers of Pittsburgh Magazine.  An additional 7,500 surveys were sent to financial services industry professionals.

The resulting list of 2011 Five Star Wealth Managers represents those wealth managers in the Pittsburgh area that scored highest in client satisfaction.  This list included thirty-two professionals from Hefren-Tillotson:  Kim Tillotson Fleming, Craig Tillotson, Ray Ballantine, Kurt Carlson, John Chamberland, Fred Clerici, Adam Davidson, Brad Dishart, Christine Farrell, Gregory Farrell, Margaret Kanaan, Frank Kielniarz, Kevin Krul, John Mackie, David Pifer, Jay Simon, Bernard Dougherty, Chris George,  Jason Harrison, Paul Kostyak, James Meredith, Andrew Patterson, John Reba, James Sadowski, Mary Ann Siebert, James Beck, Nathan Kauffman, Robert Kerber, Craig McRoberts, William Miller, Alfred Vallano, and Tyler Vallano.

“We are very proud to have over 50% of our advisors recognized as Five Star Wealth Managers. This is especially meaningful to us as the research methodology allows no more than 7% of all wealth managers to be named a Five Star Wealth Manager.  It serves to prove to us that our meticulous approach to wealth management and high level of integrity is valued and recognized by our clients,” said Kim Tillotson Fleming, Chairman and Chief Executive Officer.


Hefren-Tillotson, Inc.,(www.hefren.com)  founded in Pittsburgh in 1948, is the oldest and largest full-service investment firm headquartered in Western Pennsylvania.  Hefren-Tillotson’s offices are located in Butler, Wexford, Upper St. Clair and Downtown Pittsburgh.

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Hefren-Tillotson offers individual investors, businesses, and institutions unparalleled service in investment portfolio management and financial planning.