Since joining the firm in 2001, Vito has been instrumental in the selection and implementation of products that help clients pursue their estate planning and wealth management goals. Currently, Vito is actively involved in the firms Qualified Plans practice, with a specialization in Defined Contribution Plans. Vito is also actively engaged in the firms Private Client Services group and Strategic Ventures group. Vito’s other responsibilities include firm compliance and operations, and broker-dealer relations. Vito is also the Chief Compliance Officer as well as an Investment Advisory Representative of Solenture Advisors, LLC. Previously, Vito was a marketing representative for John Hancock Financial Services. He also worked for CUNA Mutual, providing advanced financial planning services for credit union members. Vito earned his B.S. degree in Finance from Clarion University and his MBA from Robert Morris University and is a member of the National Association of Insurance and Financial Advisors. Vito holds professional certifications as an Accredited Investment Fiduciary, holds the series 7, 24, 63 and 65 securities licenses, and is Life, Health and Accident insurance licensed. |