Preston Carney and Anthony Chiarelli assist nonprofits with:

• Planned/Alternative Giving Strategies
• Group Retirement Plans
• Comprehensive Financial Planning
• Financial Education
• Investment Management
• Endowment Funds

A little more about Anthony:

Anthony was born and raised in the Erie area where he graduated from Cathedral Preparatory High School. He continued his education at Gannon University, graduating with degrees in finance and business management. Anthony takes great pride in assisting individuals and businesses in identifying their financial goals through comprehensive financial planning strategies. His hobbies include reading, golf, and volunteering his time across the Erie community.

A little more about Preston:

Preston is an Erie native and graduate of McDowell High School. He received his Bachelor’s of Science degree from Duquesne University double majoring in Accounting and Finance. He began is financial career by being an active leader in the Duquesne Asset Management Group, Financial Management Association, and the Palumbo Donahue Student Advisory Council.

Preston began his professional career with Equitable Advisors in 2020. His practice has been built upon his passion for finance and his excitement to help others. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Retirement Education Specialist who prides himself on being honest, trustworthy, and personable. Preston believes a strong relationship is essential to helping individuals, businesses and nonprofit organizations meet their financial needs. Preston enjoys his summers golfing and winters exploring the Erie food scene.