Press Releases and Announcements

D.B. Root & Company named one of Pittsburgh’s Top 10 Best Financial Advisors in Pittsburgh for second year in a row by AdvisoryHQ News

February 28, 2017

FOR IMMEDIATE RELEASE D.B. Root & Company named one of Pittsburgh’s Top 10 Best Financial Advisors in Pittsburgh for second year in a row by AdvisoryHQ News February 28, 2017 Contacts: David Root Founder and CEO 412-227-2800 d.rootjr@dbroot.com Jack Carroll 412-227-2800 jcarroll@dbroot.com PITTSBURGH, MARCH 1, 2017: D.B. Root & Company, one of Pittsburgh’s largest independent…

D. B. Root & Company names Jeremy Suschak CFP® as Managing Director of Emerging Wealth Program for Millennials and Young Professionals

November 29, 2016

FOR IMMEDIATE RELEASE D.B. Root & Company names Jeremy Suschak CFP® as Managing Director of Emerging Wealth Program for Millennials and Young Professionals November 29, 2016 Contacts: Jeremy Suschak CFP® 412-227-2800 jsuschak@dbroot.com Jack Carroll 412-227-2800 jcarroll@dbroot.com PITTSBURGH: As part of D.B. Root & Company’s effort to provide innovative services to the marketplace, the firm has…

D.B. Root & Company names Michael Aroesty CFP® as Managing Director of Strategic AIM™ Asset Management process

FOR IMMEDIATE RELEASE D.B. Root & Company names Michael Aroesty CFP® as Managing Director of Strategic AIM™ Asset Management process November 29, 2016 Contact: Michael Aroesty 412-227-2800 maroesty@dbroot.com PITTSBURGH: D.B. Root & Company, a Pittsburgh based independent Registered Investment Advisor (RIA) firm has announced the naming of Michael Aroesty CFP® as the Managing Director of…

D.B. Root & Company names Tiffany Benigni RP℠ Managing Director of the LifePlan 20/20® Financial Planning program

FOR IMMEDIATE RELEASE D.B. Root & Company names Tiffany Benigni RP℠ Managing Director of the LifePlan 20/20® Financial Planning program November 29, 2016 Contact: Tiffany Benigni 412-227-2800 tbenigni@dbroot.com PITTSBURGH: D.B. Root & Company, one of Pittsburgh’s largest Registered Investment Advisor (RIA) firms continues to emphasize Financial Planning as a critical component of their Wealth Management…

D.B. ROOT & COMPANY RAISES MORE THAN $33,000 FOR THE GREATER PITTSBURGH COMMUNITY FOOD BANK THROUGH ANNUAL CHARITY GOLF OUTING

November 17, 2016

FOR IMMEDIATE RELEASE D.B. ROOT & COMPANY RAISES MORE THAN $33,000 FOR THE GREATER PITTSBURGH COMMUNITY FOOD BANK THROUGH ANNUAL CHARITY GOLF OUTING Contacts: Jeremy Suschak 412-227-2800 jsuschak@dbroot.com Tiffany Benigni 412-227-2800 tbenigni@dbroot.com PITTSBURGH―D.B. Root & Company, one of Western Pennsylvania’s largest independent wealth management and financial planning firms, continued their mission of giving back to…

D.B. Root Advisors named as Pittsburgh 5-Star Wealth Managers for 2016

May 3, 2016

Media Contact Jack Carroll 412-227-2800 jcarroll@dbroot.com FOR IMMEDIATE RELEASE MAY 3, 2016 D.B. Root Advisors named as Pittsburgh 5-Star Wealth Managers for 2016 PITTSBURGH: D.B. Root & Company is pleased to announce that David Root, CFP®CEO, David Hoffmann CFP®, Vice President and Steven Kohler CFP® Senior Financial Advisor have been named as Pittsburgh Five Star…

DAVID ROOT AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT

April 9, 2016

Media Contact Jack Carroll 412-227-2800 jcarroll@dbroot.com FOR IMMEDIATE RELEASE DAVID ROOT AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers PITTSBURGH (April 8, 2016)—D.B. Root & Company Founder and CEO, David Root, attended the eighth-annual Barron’s Top Independent…

D.B. Root & Company named one of Pittsburgh’s Top 10 Best Financial Advisors in Pittsburgh by AdvisoryHQ News

February 27, 2016

Media Contact Jack Carroll 412-227-2800 jcarroll@dbroot.com FOR IMMEDIATE RELEASE D.B. Root & Company named one of Pittsburgh’s Top 10 Best Financial Advisors in Pittsburgh by AdvisoryHQ News PITTSBURGH, FEBRUARY 22, 2016: D.B. Root & Company, one of Pittsburgh’s largest independent Wealth Management firms was recently named one of Pittsburgh’s Top 10 Best Financial Advisors in…

D.B. Root & Company Promotes Jeremy Suschak CFP® To Financial Advisor

January 16, 2016

Media Contact Jack Carroll 412-227-2800 jcarroll@dbroot.com FOR IMMEDIATE RELEASE D.B. Root & Company Promotes Jeremy Suschak CFP® To Financial Advisor PITTSBURGH: D.B. Root & Company is proud to announce that Jeremy Suschak has been promoted to Financial Advisor. Jeremy has been with D.B. Root since August of 2012. As a Financial Advisor he assists clients…

Leading Pittsburgh-Based Wealth Management Firm, D. B. Root & Co., Launches as a Fully Independent Advisory Firm

October 11, 2015

Media Contact sallycates@dynastyfinancialpartners.com 212-373-1000 Leading Pittsburgh-Based Wealth Management Firm, D.B. Root & Co., Launches as a Fully Independent Advisory Firm Focus on Training Next Generation of Financial Advisors & Targeting Entrepreneurs NEW YORK, NY, October 6, 2015 –Dynasty Financial Partners today announced its partnership with D. B. Root & Co., the most recent independent advisory firm…

D.B. Root & Company senior advisors David Hoffmann and Steven Kohler named 5-Star Wealth Managers for 2015

August 29, 2015

PRESS RELEASE D.B. Root & Company senior advisors David Hoffmann and Steven Kohler named 5-Star Wealth Managers for 2015 Related Stories D.B. Root & Company announces CFP® Certification for Jeremy Suschak D.B. Root & Company celebrates the start of a new decade of service for Fin… D.B. Root & Company named one of Pittsburgh’s Top…

D.B. Root & Company CEO David Root wins prestigious 2015 Diamond Award as one of top CEOs in Pittsburgh

March 1, 2015

PRESS RELEASE D.B. Root & Company CEO David Root wins prestigious 2015 Diamond Award as one of top CEOs in Pittsburgh PITTSBURGH, FEBRUARY 12, 2015: David Root, Founder and CEO of D.B. Root & Company has been awarded a 2015 Diamond award by the Pittsburgh Business Times. This is the seventh year for the award,…

Growing wealth management firm D.B. Root & Company adds Adam Souply to advisement team

November 4, 2014

PRESS RELEASE Growing wealth management firm D.B. Root & Company adds Adam Souply to advisement team November 4, 2014 PITTSBURGH – Independent Wealth Management firm, D.B. Root & Company has continued its steady growth by adding a new Financial Assistant to its roster. Adam Souply joins the firm after spending several years with one of…

Independent wealth management firm D.B. Root & Company adds senior administrative assistant Jane Gurley to team

PRESS RELEASE Independent wealth management firm D.B. Root & Company adds senior administrative assistant Jane Gurley to team November 4, 2014 PITTSBURGH – Rapidly growing Wealth Management firm, D.B. Root & Company has added another key employee to its roster. Jane Gurley joins the firm with nearly 30 years of administrative experience in the financial…

Growing wealth management firm D.B. Root & Company adds promising talent to advisement team

October 28, 2014

PRESS RELEASE Growing wealth management firm D.B. Root & Company adds promising talent to advisement team October 28, 2014 PITTSBURGH – Independent Wealth Management firm, D.B. Root & Company has continued its steady growth by adding a new Registered Assistant, Marvin Ledgister to its team. Born and raised in London, England, Marvin is a graduate…

D.B. Root & Company announces CFP® Certification for Jeremy Suschak

October 27, 2014

PRESS RELEASE D.B. Root & Company announces CFP® Certification for Jeremy Suschak October 27, 2014 PITTSBURGH: D.B. Root & Company is proud to announce that Jeremy Suschak has earned his CFP® certification after completing the CFP® Board requirements, including passing the CFP® examination this past July. Jeremy is credentialed to work with clients in the…

D.B. Root & Company celebrates the start of a new decade of service for Financial Advisor Steve Kohler

March 24, 2014

PRESS RELEASE D.B. Root & Company celebrates the start of a new decade of service for Financial Advisor Steve Kohler March 24, 2014 PITTSBURGH – Success has a way of forming long lasting relationships. This year D.B. Root & Company is recognizing Steve Kohler for his decade-long contribution to the firm. Steve joined the firm…

D.B. Root & Company announces promotion of Michael Aroesty to Financial Advisor

February 5, 2014

PRESS RELEASE D.B. Root & Company announces promotion of Michael Aroesty to Financial Advisor February 5, 2014 PITTSBURGH: D.B. Root & Company prides itself in recruiting and developing outstanding talent. A clear example of this is the advancement of Michael Aroesty in becoming a CERTIFIED FINANCIAL PLANNER™ in 2013. Part of Michael’s development was the…

Vice President David W. Hoffmann celebrates his 15th anniversary at D.B. Root & Company

February 4, 2014

PRESS RELEASE Vice President David W. Hoffmann celebrates his 15th anniversary at D.B. Root & Company February 4, 2014 PITTSBURGH — D.B. Root & Company is pleased to congratulate Vice President David W. Hoffmann, CFP®, AIF®, for achieving a milestone of 15 years with the firm. David joined D. B. Root in 1998 after spending…

D.B. Root & Company raises more than $13,000 for Make-A-Wish® through charity golf outing

October 20, 2013

PRESS RELEASE D.B. Root & Company raises more than $13,000 for Make-A-Wish® through charity golf outing PITTSBURGH―D.B. Root & Company, one of Western Pennsylvania’s largest independent wealth management and financial planning firms, continued their support of Make-A-Wish by holding a charity golf outing at Diamond Run Country Club for clients, sponsors and partners of the…