Managing the complexities derived from significant wealth can be stressful. Our private wealth management team is here to help simplify life with an approach that is as disciplined as it is strategic
Amy is the CEO and founder of Braun-Bostich & Associates. She spends much of her waking day trying to bring more value to the table for her clients, employees and family members-not necessarily in that order.
Amy has over 26 years in the Financial Services business and has invested the time and discipline toward ongoing education to bring her clients the best advice possible for their situation. Amy has a BA in Psychology from UCLA, an MSFP (Master of Science in Financial Planning) and a CFP (Certified Financial Planner), APMA (Accredited Portfolio Manager Advisor) from the College of Financial Planning. She also has a CFS (Certified Fund Specialist)) from the Institute of Business & Finance and a CLTC (Certification in Long Term Care) from the Corporation for Long Term Care.
Family & Interests
When trying to separate herself from the business, Amy enjoys reading, walking, travel and gardening, but mostly just hanging out with her family. Amy has two children, two dogs, and one husband.
Kevin Israel is a member of his firm’s Corporate & Business Law, MUSolutions, and Private Clients groups. He focuses his practice on advising individuals and principals of closely-held and family-owned businesses in the areas of estate and succession planning, income tax planning, and business transactions. He also advises founders of new venture startups on entity formation and corporate finance. He regularly practices in the areas of trust and estate administration, mergers and acquisitions, real estate transactions, tax controversy and collection engagements.
Professional/Community Involvement
Additional Information
Kevin grew up in Westmoreland County, Pennsylvania. He and his family now live in Pittsburgh’s Shadyside neighborhood. Kevin enjoys fly fishing, cycling, hiking, and kayaking.
Meyer, Unkovic & Scott, LLP - Henry W. Oliver Building | 535 Smithfield Street, Suite 1300 | Pittsburgh, PA 15222
Holding a B.A. in Accounting and Management from the University of Pittsburgh at Johnstown, Doug has worked in the industry of public accounting since 1998. He worked at a national CPA firm and a regional CPA firm prior to joining garvey & garvey. He prefers the GGLLC approach because the focus is to serve clients throughout the year rather than only at year-end or during crisis situations.
Doug is a member of the Pittsburgh Chapter of Entrepreneurs Organization and a member of AICPA and PICPA
He is married with 2 children and enjoys spending time with his family, running, and watching Steelers and Pirates games.
Favorite Quote: “One can never truly savor success without first tasting adversity.” – Emerson
Office: 724.942.2639
pwright@braun-bostich.com
Family & Interests
Pam has been married for 39 years has three grown children and three grandchildren. She enjoys concerts, plays, walking, being outdoors, spending time with family, and reading (when she gets the time).
