Team

Sam D'Alesandro

Chief Executive Officer & Chief Compliance Officer

412-341-6642 x111

sdalesandro@DWDportfolios.com

Since 1998, Sam has been advising a diverse client roster of business owners, trustees, families and individuals.  His genuine concern about the financial and personal well-being of every client creates the trusting relationships....

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M. Carla Devlin, CFA & Chief Investment Officer

President & Chief Investment Officer

412-341-6642 ext. 112

mdevlin@dwdportfolios.com

Individuals and institutions will feel confident with the investment perspective Carla brings to each client relationship.  As Chief Investment Officer and adviser, Carla manages portfolio strategies, conducts research and...

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Keith Woerner, J.D.

Executive Vice President & General Counsel

412-341-6642 ext. 114

kwoerner@dwdportfolios.com

As an investment adviser and estate planning attorney, Keith brings a valuable perspective to his clients as he develops comprehensive solutions to meet their unique financial needs....

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Frank H. Schuler, CFP®

Investment Advisor Representative

412-341-6642 ext. 120

fschuler@dwdportfolios.com

Whether you’re an individual investor or an established corporate or institutional firm with assets to be managed, you will enjoy peace of mind as Frank keeps the investment process simple through the use of...

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Sara Morrison

Client Service Administrator

412-341-6642 x 110

smorrison@dwdportfolios.com

Sara works closely with DWD’s advisors to assist with all administrative necessities. Sara loves troubleshooting client needs and coordinating day-to-day office functions.  She came to DWD to pursue her passion for the...

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