Bonnie DiCarlo has been a representative and financial planner with Allegheny Investments since 1981. Bonnie established a partnership in 2007 with a representative in Maryland known as The DiCarlo Group and maintains clients in Maryland and West Virginia.

Social Responsible mutual funds have been a priority with Bonnie since they were initiated in 1983. Many of her clients are looking to invest in funds that follow screens that are in accordance with the client’s positions and beliefs.

Education

  • 01

    BA from Carlow University
  • 02

    MA from Northwestern University
  • 03

    Certificate from the School of Fine Arts in Fontainebleau, France

Professional Designations

  • 01

    Series 7 FINRA license
  • 02

    Insurance licenses in PA, MD, & WV
  • 03

    Securities licenses in CA FL, GA, MD, MI, NC, PA, WV, & WI
  • 04

    25 years as a CERTIFIED FINANCIAL PLANNER™ practitioner

Professional and Civic Activities

Present or former Board Member of the following organizations:

  • 01

    Financial Planning Association, President, (1991-1992)
  • 02

    Business & Professional Women (District 3 Director 2008-2010)
  • 03

    Women’s Business Network
  • 04

    National Association of Women Business Owners (NAWBO)
  • 05

    Carlow University Alumnae Board (2009-2010)
  • 06

    Women’s Center & Shelter of Greater Pittsburgh
  • 07

    Miryam’s Board President
  • 08

    Bethlehem Haven
  • 09

    The Thomas Merton Center
  • 10

    The Carnegie Library of Homestead

Also currently active with:

  • 01

    Cribs for Kids
  • 02

    East End Community Thrift Shop
  • 03

    Friends of the Carnegie Library of Homestead
  • 04

    American Guild of Organists

Honors

  • 01

    One of 50 Best Women in Business in Pennsylvania
  • 02

    U.S. SBA award for Women In Business Advocate
  • 03

    NAWBO Make the Connection award for co-founding Celebrate & Share
  • 04

    YWCA Tribute to Women award for Leadership in Government/Public Service
  • 05

    One of 50 Outstanding Carlow University Alumnae (50th anniversary year)
  • 06

    WBN Woman of the Year
  • 07

    NAWBO Founder’s Award
  • 08

    Athena Finalist
  • 09

    Black Women’s Political Crusade Sweetheart Award