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WRP Management Team
About WRP Investments, Inc.
William R. Pintaric, a true pioneer for the independent financial advisor, founded WRP Investments, Inc. in 1976.
The independent focus and philosophy of the firm is the same today as it was over 30 years ago. WRP is a family owned and operated firm that exists for the independent advisor to thrive as an entrepreneur and to trust the broker/dealer to keep his or her best interests in mind.
In addition to William R. Pintaric, his sons Bill, Jr., and David have and continue to govern the oldest independent broker/dealer in the Midwest. Over the last 30 years our broker dealer has grown mainly through referrals, which is evidenced by the 13-year average tenure of our independent advisors.
The management team at WRP operates with a "whatever it takes" approach. Our family atmosphere and diligent work ethic is consistent from our president to our administrative staff. Moreover, our senior management team is experienced, dependable, and anxious to help our associates. We feel strongly that it is our people and personal touch that sets us apart from our competition.
David M. Pintaric, President
David has served WRP representatives since 1986, working his way through the operations and marketing divisions of the broker dealer. David continues to be genuinely focused on meeting the needs of our advisors. As proven over the years, he applies a diligent approach to getting things done and moving WRP proactively and securely into the future. Both David and his brother Bill truly care about their broker/dealer, its effectiveness, and more importantly, its impact on our representatives.
Bill Pintaric, Jr., Vice President and Chief Compliance Officer
Bill, Jr. joined his father back in 1981 and currently oversees WRP compliance and regulatory relationships. Because of his experience working with the NASD, SEC and our independent advisors, WRP continues to operate and adjust effectively within a constantly changing regulatory environment. The department’s goal has always been to keep our advisors in compliance within industry standards without slowing down their marketing and sales efforts.
Senior Management
Mark Hugo, Director of Business Development (NE States)
Mark graduated from Middlesex Community College in 1994 with an associate’s degree in information systems. Mark has worked in the financial industry since 1990. With his previous broker/dealer, Mark worked his way from operations support to senior management. With a strong background in compliance and operations, Mark has built a strong understanding of the broker/dealer world. With WRP, Mark is responsible for recruiting and maintaining the relationships with the independent advisors in his region.
Mark holds his Series 7, 24, 27, 53, 63, and 65 licenses.
Vincent Pilolli, Director of Sales and Product Resources
Vince has worked with WRP since 1996 spending the majority of that time running the Brokerage division. With his brokerage team, Vince supported hundreds of WRP advisors with account development, ensuring trading accuracy and comprehensive brokerage training. In the spring of this year, Vince accepted a new challenge by becoming the Director of Sales and Product Resources. Among his duties, Vince serves as the primary contact for product information and plans to develop an online resource center for representatives. Vince brings a wealth of knowledge, confidence and wisdom to his department and our representatives.
Vince holds his Series 7, 24, and 63 licenses.
Stephanie Bova, Director of Operations, Office Manager
Joining WRP in 1996 as a receptionist, Stephanie quickly worked her way to the Brokerage department. Working under the direct supervision of David Pintaric and Vince Pilolli, she handled customer account transfers (ACAT’s), new account processing, cashiering, margin and trading.
After a short maternity leave, Stephanie returned as WRP’s Director of Operations and Office Manager to the staff. Her daily duties include overseeing the licensing and transition and our commissions processing unit. Stephanie has pretty much perfected every aspect within our back office; therefore, it is with great confidence we entrust her to supervise and serve within our back office.
Junior Management
D. Edward Carcelli, Assistant Compliance Director
Ed joined WRP in July of 2007 bringing with him a strong background in the financial services industry. Ed’s previous experience includes Operations and Controls (Compliance) Manager for Prudential Insurance Company and Financial Consultant for Charter One Securities. Additionally, he was a principal (partner) and Chief Financial Officer in a small Broker/Dealer in California which focused in private placement products. His other business experience includes financial management responsibilities as Controller, Vice President of Finance, and Chief Financial Officer in the manufacturing sector.
Ed’s duties within WRP include the review and approval of all Registered Representative advertising and new/replacement business transactions.
Earning his B.A. degree in Economics and Business Administration from Mount Union College, Alliance, Ohio has contributed to Ed’s vast knowledge of the financial industry.
Ed holds his Series 7, 24, 66, and 53 licenses.
Joseph Marstellar, Manager of Brokerage Operations
Joe Marstellar graduated from the University of Pittsburgh in April 2004 with a Bachelors of Business Administration in Finance Joe joined WRP Investments, Inc. in March 2005 where he obtained the Series 7 and 66 licenses. After recently attaining his Series 24 license, Joe has become Manager of Brokerage Operations. Within the Brokerage Department, Joe oversees the trading, distribution, and account opening functions for over 11,000 accounts. His main responsibilities include ensuring the proper processing of business by maintaining the relationship between WRP and National Financial, thus helping WRP representatives continue to grow their brokerage business.
Joe holds his Series 7, 24, and 66 licenses.
Kristin Meeker, Assistant Director of Operations
Kristin joined WRP in January of 2004 as our receptionist. She was quickly promoted to the Brokerage Department working as WRP's Transfer of Assets Specialist. Kristin took a 3-month hiatus from WRP, rejoining WRP in September 2006 as our Assistant Compliance Director. Kristin recently accepted a new challenge within WRP becoming the Assistant Director of Operations. Her responsibilities include assisting registered representatives with their transition to WRP, working as a liaison between departments, and assisting in the implementation of company policies and procedures. Kristin's vast knowledge of several departments within WRP makes her a tremendous asset to representatives and the WRP home office.
Kristin is currently pursuing her Bachelor’s Degree in Finance and Business Management from Kent State University.
Ryan Wilson, RIA Operations Manager
Ryan graduated from Youngstown State University in May 2006 with a Bachelors of Science in Business Administration, majoring in Finance. Ryan joined WRP Investments, Inc. in March 2007 where he obtained his Series 7, 66, and 24 licenses. Ryan has held positions in both the WRP compliance and brokerage departments, and has most recently been a junior trader on the trading desk here at WRP. Ryan has now taken on the position of RIA Operations manager within WRP Advisory Services, which has total assets under management of approximately $250 million. Within this department, Ryan’s main responsibility is to improve the efficiency of the RIA as well as develop and strengthen both third party money management and WRP representative relationships in order to maintain and grow the department’s assets under management.
Ryan holds his Series 7, 24, and 66 licenses.
More detailed information regarding our firm is outlined further within this site. For any additional information, you can contact us at the number below. All inquiries are held in the strictest confidence.
4407 Belmont Avenue • Youngstown, Ohio 44505-1091
(800) 589-2023
Member:
Financial Industry Regulatory Authority (FINRA) • Municipal Securities Rulemaking Board (MSRB) • Securities Investors Protection Corporation (SIPC)
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