Sharon S. Devey
My professional career is comprised of more than 40 years of progressively responsible experience in the securities industry and finance. Most recently, I acted as a Fiduciary Advisor for approximately 100 corporate escrow accounts in PNC Bank's Asset Management Group. Prior experience at PNC included non-qualified deferred compensation plan administration as a Benefits Analyst. Stock transfer experience was acquired through positions with Chase Mellon Shareholder Services as an Account Administrator and with Alcoa's Treasury Department where I also handled annual incentives and non-qualified benefit plans.
When not at work, I'm active in my church, which includes assembling the monthly newsletter and operating the sound board for the music team. I also volunteer at World Vision in Sewickley.
Doug Cardiff
With over 42 years of experience in finance management, both in the US and abroad, I have a long history of excellence. Prior to establishing the professional financial management firm, I consulted for several European organizations after serving as Director Financier (CFO) for an American (and then Finnish) owned manufacturing company in France.
With the growing economic globalization of the modern world, the financial health and happenings of other countries have a very significant effect on the US economic market. Therefore, I remain active and connected to the global environment in order to stay up to date on both the domestic and international financial trends.
In addition to my business activities, I am a board member of the National Negro Opera House (a restoration and community development project in Pittsburgh), a program committee member of the Japan America Society of Pennsylvania and of the Pittsburgh Saitama City Sister City Committee, and an active member of the World Affairs Council of Pittsburgh.
Thomas Provins
As a seasoned professional in the Investment Advisory business I have been providing clients with outstanding service and advice for over 16 years. My focus is on managing client portfolios, investment and risk management, and assisting clients with preserving their wealth as well as income strategies for retirement.
As one of the founding partners of Cardiff, Provins and Angel Private Wealth Management, LLC, I have been able to take my years of experience to help my clients pursue all aspects of their financial goals with an objective approach. Including helping clients with not only pursuing their goals of creating wealth but also maintaining it, allowing them to work towards preserving their estates for future generations.
I currently hold series 7, series 63, and series 66 registrations with LPL Financial. I am also designated as an Accredited Asset Management Specialist (AAMS) Accredited Wealth Management Advisor (AWMA) and a Chartered Mutual Fund Counselor (CMFC). I also offer services as a licensed insurance agent in Pennsylvania and other states.
At Cardiff, Provins and Angel Private Wealth Management, LLC we are an independent wealth management firm. We work for our clients, not for a company.
Donald Angel
Since the beginning of my financial advisor career in 2000, I have enjoyed working with individual and small business owner clients throughout all phases of life in relation to their investment, protection, and financial planning needs. My passion lies in building long lasting multigenerational relationships with my clients based on a foundation of trust, integrity, respect, and competence in the wealth management arena.
I possess the designations of both a CERTIFIED FINANCIAL PLANNER™ certificant and Accredited Investment Fiduciary™. As a CFP® professional my focus is the client’s comprehensive financial picture; educating them on the interconnecting facets that go into making financial recommendations. It is my belief that the more informed a client is on the implications of the decisions they make, the better the chance the client has in pursuing their financial goals. As an AIF® I work with small business owners to help them understand the myriad of retirement planning options that are available to them and help to guide them as to which ones might be the best fit for themselves, their business, and their employees.
Since 2012, I have been named in Pittsburgh Magazine as a “Five Star Wealth Manager”. The Five Star Award from 2012-2015 was based on 10 objective criteria associated with providing services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2015 Five Star Wealth Managers.
In addition to the emphasis I place on core family values with my wife and two children, I also feel it is my obligation to give back to the community to which I belong. I am honored to serve as a board director and former president of the McMurray Rotary Club, an organization that not only raises funds for both local and worldwide philanthropic organizations, but one that also stresses the importance of active participation service projects which directly impact the people and issues at hand.
Donald Angel is a financial advisor with and securities and advisory services offered through LPL Financial, a registered Investment advisor. Member FINRA/SIPC.
