Sam D'Alesandro

Chief Executive Officer & Chief Compliance Officer


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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Carla Boniface Devlin, CFA®

President & Chief Investment Officer

412-341-6642 ext. 112

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

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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Suzanne Lucas

Client Service Representative

412-341-6642 ext. 110

Suzanne has been serving clients needs starting at Bank of New York Mellon in 2001. In 2010 she joined PRIMESolutions Advisors and continues her role with DWD Portfolio Solutions. She interacts with clients to understand their business...

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Frank H. Schuler, CFP®

Investment Advisor Representative

412-341-6642 ext. 120

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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