Our Team

Investment Professionals

Photo of team member

Kristen E. Jackson, CFA

President and CEO

Kristen began her career in the investment management industry in 2000.  She holds the Chartered Financial Analyst® designation and is a member of the Investment Committee.  Kristen works with and manages investments for individuals, families, charitable foundations, small business owners and retirement plans.  Prior to joining Grant Street, she spent several years as a corporate asset consultant for major corporations.  She graduated from the University of Notre Dame, Summa Cum Laude, with an undergraduate degree in Business Administration and Finance. Kristen enjoys running, skiing, golfing, traveling, and spending time with her husband and two children.  Kristen has volunteered with The American Heart Association’s Go Red for Women campaign and has worked with the CFA Society of Pittsburgh to develop and deliver financial literacy presentations to high school students throughout the Pittsburgh area.

Photo of team member

Michael M. Evans

Executive Chairman

Michael has over forty years of experience in the investment management business.  He manages investments for individuals, families, charitable foundations and retirement plans.  During his career, he has been on retainer for major corporations to provide financial advice and personal investment management to their key corporate executives.  His experience has enabled him to develop an astute understanding of the importance of coordinating investing, taxes and estate planning for private wealth clients.   He founded Grant Street Asset Management as an independent RIA in 1993.  After graduate school, he completed studies at the New York Institute of Finance and participated in industry studies at the Institute of Investment Banking, Wharton School of Finance and Commerce.  He has also lectured at the University of Pittsburgh and the Andrew Carnegie Lecture Series.  Michael is actively involved in his church and supports the Emmaus Community of Pittsburgh for people with intellectual disabilities and autism.  He is also a strong supporter of other children-related foundations.  Michael enjoys golfing, skiing and following professional and collegiate-level sports.  He resides in Upper St. Clair with his wife, and they have three adult sons, an adult daughter, and a growing crew of grandchildren with whom they enjoy spending their time.

John S. Ferraro

Senior Vice President, Portfolio Manager

John began his career in the investment management industry in 1993.  Prior to that, he spent two decades consulting to major US and international banks, financial institutions and other corporations on improving profits through better utilization of performance.  John currently works with and manages investments for individuals, families, retirement plans and charitable foundations, and he is a member of the Investment Committee.  John’s past experience brings a unique perspective in his work with business owners.  John enjoys spending time with his adult son and granddaughter.  He is also an avid sports enthusiast who values fitness and a healthy lifestyle.

Michael C. Loch

Vice President, Director of Research

Michael has over twenty years of investment experience.  He is a member of the Investment Committee and Director of Research.  He works with and manages investments for individuals, families, charitable foundations and retirement plans.  Early in his professional career, Michael worked for a major accounting firm, and he draws on that past experience in GSAM’s tax conscious approach to investing.  He also has a solid background in information technology and serves as Grant Street’s Chief Compliance Officer.  Prior to joining GSAM, Michael worked at Federated Investors as an analyst.  He received his bachelor’s degree in Accounting and later graduated Magna Cum Laude with an MBA in Finance and Economics from Duquesne University.  Michael lives in Franklin Park with his wife and two dogs.  He enjoys boating and can frequently be found along our Pittsburgh rivers when the weather is warm.  He is an Eagle Scout, supporter of the Boy Scouts of America and a member of the National Eagle Scout Association.

Patrick T. Evans

Senior Financial Advisor

Patrick joined Grant Street Asset Management in 2013 as a Financial Advisor and a member of the Investment Committee.  Patrick works with clients to develop strategic investment plans, manage portfolios and monitor and evaluate performance to help clients achieve their financial goals.    Prior to joining Grant Street, he was a Financial Advisor with Merrill Lynch Wealth Management in Charlotte, NC, where he worked with private clients in a similar role.  He holds a Bachelor of Sciences degree in Finance from Virginia Tech.  Patrick continues to maintain his residence in Charlotte and splits his time between Grant Street's Pittsburgh office and serving our client base in the southeast United States.  Patrick is a sports enthusiast and enjoys traveling.

Terry L. Pfeffer

Senior Vice President

Terry has been in the investment business for over forty years.  He is a CPA and a member of the Investment Committee.  Terry works with individuals and families and uses his tax background to bring a unique perspective to the investment process.  Over his career, in addition to managing equities, he has directed and managed stock option strategies as a Registered Stock Options Principal.  Terry also specialized in municipal bond underwriting for many years, enhancing his fixed income capabilities.  Terry is an outdoor enthusiast and enjoys hunting, fishing, boating and spending time with his wife, two adult sons and their families.

Operations and Client Support

Kim Parenti

Kim Parenti

Vice President, Operations

Trader

kparenti@gsaminc.com

 Nick O'Neill

Nick O'Neill

Operations Associate

noneill@gsaminc.com

Cindy A. Rigano

Cindy A. Rigano

Financial Associate

crigano@gsaminc.com

Diana M. Graves

Diana M. Graves

Financial Associate

dgraves@gsaminc.com

Shawn M. Evans

Shawn M. Evans

Vice President, Finance

sevans@gsaminc.com

 Shari Bruce

Shari Bruce

Administrative Assistance

sbruce@gsaminc.com

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved