Allegheny Financial Group Advisors Among Top Wealth Managers

Pittsburgh Magazine survey of 41,000 area residents rated satisfaction with advisors

PITTSBURGH, 25 June 2009 - An extensive survey of Pittsburgh-area residents with high net worth has identified thirteen advisors from Allegheny Financial Group and its affiliates among the region's top wealth managers on the basis of clients' satisfaction. The independent survey, sponsored by Pittsburgh Magazine, ranked financial planners, accountants, tax advisors, insurance agents, bankers and other professional financial advisors on performance in relation to nine criteria— customer service, integrity, knowledge & expertise, communications, value for fee, meeting of objectives, post-sale service, quality of recommendations and overall satisfaction.

Allegheny Financial Group principals James D. Hohman, Karl Smrekar, Jr., Raymond Schutzman, Jennifer Schrauder, Michael Montileone, Deborah Turek, Steven Hurst, Steve Kutlenios, and Ralph Boyd, Jr., and affiliated advisors Thomas R. Butler, Ralph Duckworth, Carol K. Lampe, and Thomas Windfelder were named to the magazine's list of Five-Star Wealth Managers, the top performers identified from the survey.

"The survey results— and the number of Five-Star designations— reflect our advisory depth," said Allegheny Senior Vice President David Jeter.

In all, the Five-Star designation was awarded to fewer than seven percent of all financial advisors in the region. A description of the survey and its methodology appeared in the July 2009 issue of Pittsburgh Magazine.

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Contact: David Jeter, 412.536.8012, email