Xpyria Investment Advisors, Inc.
Xpyria Investment Advisors, Inc. (CRD# 106438) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $555,186,576 in 677 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management555MILLION
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Total Number of Accounts677ACCOUNTS
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Average Account Value$820,069
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
MD, PA
Joseph Salpietro (CRD# 2857692) is an Investment Advisor Representative working at XPYRIA Investment Advisors, Inc. in Pittsburgh, PA and has over 25 years of experience in the finance industry.
Ryan DeCaro (CRD# 5746734) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 6 years of experience in the finance industry.
Mr. DeCaro is a member of the Firm’s investment research group where he assists in conducting in-depth investment research that is instrumental in the construction, maintenance, and management of client portfolios. This research includes the procurement of primary data via direct investment manager interviews as well as analyzing information from our extensive data resources.
Mr. DeCaro joined XPYRIA Investment Advisors in 2009 after graduating with a BSBA in Finance and Marketing with a Minor in Economics from the University of Pittsburgh. He also earned his MBA with high honors in 2014 with a concentration in Finance from the University of Pittsburgh, Katz Graduate School of Business
Michael Giammatteo (CRD# 2768433) is a Principal and Investment Strategist of XPYRIA Investment Advisors, Inc. in Pittsburgh, PA. He has 20 years of experience in the finance industry. He has been with XPYRIA Investment Advisors (nee Yanni & Company) since 1999.
Mr. Giammatteo provides independent guidence to clients in all matters financial. With a focus on helping successful professionals and business owners to prepare for retirement; business transitions to maximize the value built in the company; prepare the next generation for the responsibility of wealth and family values; and preservation of the family's wealth.
Additionally, he conducts in-depth investment research that is instrumental in the design, construction, and management of client portfolios. He is responsible for the procurement of primary investment research for the exclusive benefit of the Firm and its clients. Mr. Giammatteo and the XPYRIA research staff put each investment idea through a quantitative and qualitative review prior to being presented for final approval to XPYRIA’s Investment Committee.
Mr. Giammatteo is a member of the XPYRIA's Investment Committee.
John Cummings (CRD# 2517008) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 22 years of experience in the finance industry.
Natalee Esposito (CRD# 5094432) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 11 years of experience in the finance industry.
Jana Graham (CRD# 4782741) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 13 years of experience in the finance industry.
Michael Heller (CRD# 5413679) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry.
Bret Stutzman (CRD# 2939377) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 19 years of experience in the finance industry.
James Yanni (CRD# 474053) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 34 years of experience in the finance industry.
Karen Fadzen (CRD# 5890479) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 3 years of experience in the finance industry. Karen Fadzen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.