Robert E Hapanowicz, AIF®
President, Founder & Owner
Bob is the owner of H&A. He founded the company in 1991 after identifying the need to offer fiduciary services to successfully financial families, institutions and individuals to protect and grow their wealth. Bob began his career in 1987 at Advest, Inc. which was bought by Merrill Lynch. He left Advest and founded H&A in 1989 to provide fee based, unbiased, risk aware, fee sensitive investment management for clients. Bob is an AIF (Accredited Investment Fiduciary), holds a Bachelor of Science in Economics/Business from Edinboro University and is a member of the Financial Planning Association. He lives in the South Hills with his wife and children.
Robert S. Gibb III, CFP®, CTS™
Managing Director, Financial Planning
Casey Gibb, CFP®, CTS™, joined H&A in 1997, having been referred to the firm by one of Pittsburgh’s leading estate planning attorneys. Prior to that, he spent 12 years with a local investment management firm. Casey is a strong believer in strategic asset allocation and diversified portfolios for long term investing. He specializes in retirement income distribution strategies, thus he begins his work with every client by gaining a clear understanding of their long-term needs and retirement goals.
A graduate of Washington and Lee University in Lexington, VA, Casey holds a BA in Business and Economics. He has also completed the rigorous requirements set forth by the Certified Financial Planner Board of Standards and is a CFP® professional.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Bernard E. Carter, Jr., CFA®, CFP®
Managing Director, Investment Strategist
Bernard E. Carter, Jr., CFA®, CFP®, joined H&A in 2012 as an Investment Analyst. In 2013, he assumed his current position of Investment Strategist. He is responsible for overseeing the design and due diligence of the firm’s asset management and investment strategies, as well as portfolio trading and performance reporting. Bernard’s role also includes performing the screening and research, and providing the buy recommendations, within H&A’s Special Situations Equities microcap value individual stock strategy. He is a member of the H&A Investment Committee.
Bernard has over 20 years of financial industry experience. Prior to joining H&A, Bernard was a manager within the Global Securities Pricing unit of BNY Mellon. Prior to this, he worked as a financial advisor at Morgan Stanley.
Bernard earned a Bachelor of Arts degree in Accounting from Washington and Jefferson College. He maintains FINRA Series 7 and 66 securities registrations through LPL Financial. He is a CFA charter holder and a member of the CFA Society of Pittsburgh.
Director of Operations
Ryan Blodgett joined H&A in 2016 as Director of Operations. Ryan is responsible for maintaining operational productivity and efficiency. His focus at H&A revolves around compliance and client service. In his oversight of H&A operations, Ryan also interacts continuously with vendors as well as LPL Financial. Please contact Ryan with any questions or concerns.
Ryan has 15 years of financial operations experience. Before joining H&A Ryan was a manager in Asset Servicing at BNY Mellon. Ryan earned a Bachelor of Arts degree in Business Administration from Washington and Jefferson College.
Christina has been a part of the H&A team since 2010. She enjoys assisting Bob and Casey in the planning process for clients, giving her the opportunity to get to know them and their families on a deeper and more personal level.
Christina holds a Bachelor of Science in Business Administration from Duquesne University and a certification in Bloomberg Equities.
Client Service Associate
Dana joined H&A in late 2014 as a Client Service Associate. Dana provides support to all H&A staff members. Her main roles are in operations and client service. She preps for all office meetings, paperwork and correspondence in order to help the office run smooth and effectively.
Prior to joining H&A, Dana was a legal assistant at a local Pittsburgh attorney’s office. She has a Bachelor of Science in Education from California University of Pennsylvania.
In her free time, she loves to go to PNC Park and watch the Pittsburgh Pirates. She is a huge Pittsburgh sports fan!