Deborah Ann Moses

Financial Strategist at McKinley Carter Wealth Services, Inc.

Deborah Ann Moses

Deborah Ann Moses

Financial Strategist at McKinley Carter Wealth Services, Inc.

Biography

Ms. Deborah A. Moses is a Financial Strategist at McKinley Carter Wealth Services, Inc. She serves the investment needs of the firm’s private wealth and nonprofit clients. She also serves as the Chair of the Investment Communications Committee. She developed her investment expertise while serving as a portfolio manager in the private asset management groups at leading financial services institutions. She has over 20 years of experience serving the investment needs of individuals, families, small businesses, and trusts. She is an active member of the Pittsburgh community, serving as an advisor or board member for various nonprofit organizations, including CCFA of Western PA, The Pittsburgh Foundation Arts Scholarship Committee, The Program for Research & Outreach for Gender Equity in Society at Carnegie Mellon University, and Senior Hearts Rescue & Renewal. As the first Executive Director of PowerLink, a regional nonprofit dedicated to advancing women-owned businesses, Ms. Moses developed a deep understanding of small businesses and their challenges. At Fifth Third Bank (W. PA) she had the opportunity to blend her nonprofit and investment experience by helping establish the Charitable Services Group.She earned her B.A. in history from Penn State University and her M.S. in public policy analysis from Carnegie Mellon University. She is a Certified Senior Advisor as well as the recipient of the CMU Alumni Service Award and the Federal SBA \"Advocate for Women in Business\" Award.

Overview
RelSci Relationships

438

Number of Boards

1

Relationships
RelSci Relationships are individuals Deborah Ann Moses likely has professional access to. A relationship does not necessarily indicate a personal connection.

Manager of Advisory Service Standards at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Human Resources Manager at McKinley Carter Wealth Services, Inc.

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Marketing & Communication Manager at McKinley Carter Wealth Services, Inc.

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Wealth Strategist & Investment Advisor at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Regional Director, Pittsburgh Office at McKinley Carter Wealth Services, Inc.

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Operations Administrator at McKinley Carter Wealth Services, Inc.

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Associate Financial Strategist at McKinley Carter Wealth Services, Inc.

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Associate Financial Strategist at McKinley Carter Wealth Services, Inc.

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Financial Strategist at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

Financial Strategist at McKinley Carter Wealth Services, Inc.

Relationship likelihood: Average

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Deborah Ann Moses
Financial Strategist at McKinley Carter Wealth Services, Inc.
Education
MS in Public Policy Analysis
Career History
Financial Strategist
Current

McKinley Carter Wealth Services primarily allocates clients' investment management assets among mutual funds, ETFs, individual debt and equity securities, and/or options, as well as independent investment managers, based on the client's stated investment objectives. The firm invests in all major asset classes including stocks, bonds, cash and alternative investments. They offer a variety of strategies including, small-cap, mid-cap, large-cap, value, growth. Strategies are diversified across many sectors. McKinley Carter's strategies are constructed for long-term capital appreciation and in a way that balances risk with potential return. Each portfolio has a set long-term, strategic asset allocation. The firm may make shorter-term, tactical asset allocation shifts according to their interpretation of the economic cycle. In choosing independent managers, McKinley Carter employs a strict and consistent process that focuses performance relative to peers and major indexes, MPT risk statistics, portfolio consistency, and manager/management team tenure. In choosing individual stocks, the firm focuses on a history of consistent earnings, low debt, high return-on-equity, and stocks that are trading at a discount to their peers. Their process involves a rigorous quantitative discipline to identify only those investments that possess the best combination of growth potential and value.

Professional
Prior

Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation's businesses are divided into two overall reportable groups - Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors

Boards & Committees
Member, Board of Trustees
Prior
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