Tomorrow Starts Today

What you do today impacts your future. We’re here to guide you to successful outcomes and achieving your financial goals.

QUARTERLY TRENDS – Imagine pulling all of our experts into one room to give you an overview of the risks and opportunities of the financial markets. Our quarterly reports give you that bird’s eye view.

Investment Management...the Guyasuta Way

Guyasuta Investment Advisors is a privately held, independent investment advisory firm providing customized solutions to meet the goals of our clients. Headquartered in Pittsburgh, Pennsylvania, we currently manage more than $2 billion in assets for clients across the United States.

The Guyasuta team of experienced investment advisors provides unbiased expert advice to help our clients navigate key decisions in their lives. We take pride in developing the trust and respect of the families we advise – which often spans across generations. It’s a role we are honored to serve.

Why Choose Guyasuta?

We approach wealth management with a desire to help give clients peace of mind.

EXPERTISE

As a company that has been thriving for more than forty years, Guyasuta attracts top talent to help our clients navigate complex markets and achieve financial success.

INTEGRITY

Enduring, long-term relationships are built on trust. We uphold the highest level of ethics in everything we do. Our guiding principle is always putting the client’s interest first.

ACCESSIBILITY

From partners assigned to each client, specialized advisors for specific investment recommendations, to 24/7 client report access – Guyasuta strives to provide the highest level of client service.

CONSISTENCY

Client service, personal attention, and managing investment risks are what we do best. Guyasuta works to help you achieve your lifestyle goals.

COMMITMENT

It starts with a conversation – understanding the goals and aspirations of our clients. From there, we put the strategies and tactics in place to exceed those expectations. We do this through accountability, attention to detail, and personal attention.

One Team. Focused Results.

Our backgrounds are varied, our experiences unique. Together our investment advisors collaborate to provide our clients with the information and counsel that achieve their goals.

Henry S. Beukema III

Chairman and CEO, Co-Director of Research, Partner

Nancy B. Foster

President, Chief Operating Officer, Partner

Paul J. Magovern

Director of Fixed Income, Partner

Jeffrey B. Todd

Director of Sales & Marketing, Partner

Albert H. Madison CFA

Co-Director of Research, Partner

Ronald L. Bartosh, Jr.

Chief Technology Officer, Chief Compliance Officer, Partner

Matthew J. Teplitz

Managing Director

Jimil B. Wilson

Vice President – Fixed Income Research Analyst

Kate D. Booker

Vice President

Andrew “Andy” M. Sencindiver, CFA

Vice President

Emily H. Weimer

Research Analyst

Henry "Hank" W. Kincaid

Research Analyst

Patricia Meyer

Portfolio Administrator

Barbara Przybylski

Portfolio Administrator

Kimberli J. Marino

Portfolio Administrator

Brianne M. Danko

Portfolio Administrator

Let’s Talk About Your Tomorrow

Guyasuta is here to put your financial goals in motion.

HENRY S. BEUKEMA III

Chairman and CEO, Co-Director of Research, Partner

University of Pittsburgh MBA (Finance Concentration) 1998
University of Chicago AB Political Science 1993

Henry has over 2 decades of direct investment experience, beginning with 3 years as a Management Consultant at Deloitte Touche focused on healthcare and information technology, 2 years in corporate finance at Mellon Financial specializing in the media, cable and telecom industries followed by 4 years in Mellon’s Corporate Strategy Department, working on mergers and acquisitions. Henry joined Guyasuta in 2005, became a Partner in 2009 and Chairman and CEO in 2016.

COMMUNITY INVOLVEMENT:

Carnegie Library of Pittsburgh Board of Trustees 2007-2016 – Second Vice Chairman and Chairman of Investment Subcommittee, member of Finance Committee and member of Executive Committee
National Aviary – Board of Trustees 2014-2017

NANCY B. FOSTER

President, Chief Operating Officer, Partner

Duke University BA Economics 1982

Nancy began her career with General Reinsurance Corporation in Chicago, Johnson & Higgins in Pittsburgh, and then she founded and managed the Midwest Regional Office for Discover RE, a reinsurance subsidiary of Travelers. Nancy joined Guyasuta in 2001, became a Partner in 2003 and President in 2016. Her responsibilities include managing account relationships, marketing, research and managing our internal human resources and employee benefits.

COMMUNITY INVOLVEMENT:

UPMC Shadyside Hospital Foundation – Board Member, Treasurer
P3R – Board Member

PAUL J. MAGOVERN

Director of Fixed Income, Partner

School of Oriental and African Studies, London MA History 2004
Colgate University BA History 2003

Paul joined Guyasuta in 2007. With over a decade of direct investment experience, Paul focuses on the selection and monitoring of fixed income securities for client portfolios. As part of the due diligence process, Paul analyzes the credit and valuation metrics of municipal and corporate bonds. In addition, Paul manages a number of client accounts and relationships, including portfolio management, client meetings and the quarterly report process. Paul became a Partner in 2017.

JEFFREY B. TODD

Director of Sales & Marketing, Partner

University of Pittsburgh MBA 1993
University of Richmond BS 1989

Jeff has over 2 decades of relationship management experience working with high net-worth individuals. Jeff has worked for BNY Mellon, Wells Fargo, Fifth Third Bank and PNC Advisors. As an Accredited Wealth Management Advisor, Jeff is a member of our Investment Committee. His primary responsibility is on developing new relationships and working with existing clients. He received his Bachelor of Arts degree from the University of Richmond and a Masters of Business Administration from the University of Pittsburgh Katz Graduate School of Business.

COMMUNITY INVOLVEMENT:

Fox Chapel Planning Commission
Shady Side Academy, Board of Trustees, Finance Committee Member, Building & Grounds Member
Fox Chapel Golf Club – Board of Directors
Fox Chapel Rotary

ALBERT H. MADISON CFA

Co-Director of Research, Partner

Chartered Financial Analyst 2003
University of Pittsburgh MBA 1998
University of Dayton BS 1982

Al brings over thirty years of investment experience to Guyasuta having previously served as a portfolio manager and equity analyst at Rockshelter Capital Management. Prior to his four years at Rockshelter Capital, Al worked as a portfolio manager and equity analyst at Quaker Capital Management, CS McKee, Parker/Hunter and PNC Financial.  Al holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Pittsburgh. He received an M.B.A. degree with a concentration in Finance from the University of Pittsburgh and a Bachelor of Science degree in Accounting from the University of Dayton. Al serves as an Equity Analyst / Portfolio Manager and is a member of our Investment Committee.

Al became a Partner in 2020.

COMMUNITY INVOLVEMENT:

Children’s Museum of Pittsburgh – Board of Directors 2006-2019

RONALD L. BARTOSH, JR.

Chief Technology Officer, Chief Compliance Officer, Partner

Robert Morris University BS 2002

Ron joined Guyasuta in 1999. Prior to joining Guyasuta he was with Yanni-Bilkey Asset Planning for 9 years and before that spent 2 years with Mellon Bank. Ron oversees our back office technology and information management systems. His expertise allows us to maintain a small but efficient back office while continuing to service our clients at the highest level. Ron also serves as our Chief Compliance Officer insuring that Guyasuta stays ahead of regulatory changes and requirements. 

Ron became a Partner in 2009.

COMMUNITY INVOLVEMENT

The Greater Pittsburgh Compliance Roundtable – Founding Member

MATTHEW J. TEPLITZ

Managing Director

Harvard Law School JD 1987
Oxford University MA 1984
University of Pennsylvania BA 1982

Matt joined Guyasuta in 2011. He began his career as an Investment Banking associate at Goldman Sachs & Co. Matt then spent 4 years as the COO of his family’s Pittsburgh-based furniture business. This was followed by 14 years at Quaker Capital Management as a research analyst. Matt serves as the Managing Director.

Matt became a Partner in 2012.

COMMUNITY INVOLVEMENT:

The Pittsburgh Golf Club – Board of Governors, President 2020 – 2022

JIMIL B. WILSON

Vice President – Fixed Income Research Analyst

Carnegie Mellon University, Tepper School of Business MBA 2006
Washington & Jefferson College 2000

Jimil joined Guyasuta in 2022. Prior to joining Guyasuta, Jimil served in several leadership roles of a private venture business in the Pittsburgh area. Jimil also served on the board of a local Dog Daycare franchise business, which grew from a local franchise concept into a national brand. He also has previous experience leading the corporate credit trading, defeasance and new issue corporate syndicate desks within PNC Capital Markets, LLC.

Jimil will be focused on fixed income analysis and manages client relationships. He is a member of our investment research team.

COMMUNITY INVOLVEMENT

Washington & Jefferson College – Board of Trustees, Finance and Investment Committee, 2013 – Present

Kate Davis Booker

Vice President

Carnegie Mellon University, Tepper School of Business MBA (Finance & Entrepreneurship) 2008
Johns Hopkins University BA Sociology 2003

Kate brings a breadth and depth of experience in financial services and investments to the Guyasuta team. In her twelve plus years at family businesses in the industrial equipment and real estate acquisition, development, and divestment industry, she rose to leadership roles and had direct management responsibilities for business development, deal structure, negotiation and execution for investments as well as internal operations and finance. She worked at financial institutions in both capital markets, PNC Capital Markets LLC, and credit, TriState Capital Bank, where Kate analyzed economic data, market risks, credit quality and sales opportunities. Additionally, she was a core staff member at the Center for Women’s Entrepreneurship at Chatham University, where she provided consulting and business counseling to entrepreneurs throughout the region. Kate joined Guyasuta in September of 2023. 

COMMUNITY INVOLVEMENT

Family Resources – Board of Directors – 2017 – Present
Girl Scout Troop 16458 Leader – 2018 – Present 

Andrew “Andy” M. Sencindiver, CFA

Vice President

Chartered Financial Analyst 2019
Rutgers University MBA 2012
Providence College BA Finance 2009

Andy joined Guyasuta in December 2023. He has over 10 years of investment experience from his career with The Hillman Company as an investment analyst. In that role, he focused on research and analysis of private and public investment opportunities. Andy holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Pittsburgh. He received an MBA with a concentration in Finance from Rutgers University and a Bachelor of Science degree in Finance from Providence College. Andy is a member of the investment research team.

EMILY H. WEIMER

Research Analyst

Princeton University BSE Operations Research & Financial Engineering 2012

Emily joined Guyasuta in 2022. Prior to joining Guyasuta, Emily worked for 5 years in supply chain management, and she spent 5 years as a business & financial analyst for a local healthcare system. Emily also spent two summers as an equity research intern at Guyasuta. Emily is a member of our investment research team.

HENRY “HANK” W. KINCAID

Research Analyst

Oregon State University MBA (Business Analytics Concentration) 2021
United States Naval Academy BS Systems Engineering 2015

Hank joined Guyasuta in 2022 after serving 7 years in the U.S. Navy. He received his commission as a submarine officer in 2015 and graduated with distinction from the Naval Nuclear Power Training Command in Charleston, SC before reporting to the USS Scranton (SSN-756) in San Diego, CA from 2016-2019. He was last stationed as an NROTC instructor at Oregon State University in Corvallis, OR from 2019-2022, completing his MBA simultaneously. He is a research analyst on our investment research team and manages client relationships.

PATRICIA MEYER

Portfolio Administrator

Patti joined Scheetz, Smith & Company, our predecessor firm, at its inception in 1983. Prior to coming to Scheetz, Smith & Company, she was an Administrative Assistant at Paine Webber and was registered with the NASD as a General Securities Representative. Patti is a Notary Public and Corporate Treasurer of Guyasuta. She also assists the Portfolio Managers in managing client relationships and communication.

BARBARA PRZYBYLSKI

Portfolio Administrator

Barb joined the firm in 1993 after working several years for a data systems network company. Barb is a Notary Public. She handles the trust reporting, and compliance assistance. She also assists the Portfolio Managers in managing client relationships and communication.

KIMBERLI J. MARINO

Portfolio Administrator

Kim joined the firm in 2009. Prior to joining Guyasuta she worked for National City Bank in the Private Client Group. Kim assists the Portfolio Managers in managing client relationships and communication. She also assists with equity trading and the settlement processes for our fixed income securities. Kim is Series 65 licensed.

BRIANNE M. DANKO

Portfolio Administrator

Brianne joined the firm in 2022. Previously she worked for 17 years for two other registered investment advisors after working several years as a special education teacher. Brianne is responsible for the daily reconcile of all our clients’ transactions and trades in our portfolio management system. She also assists the Portfolio Managers in managing client relationships and communications.