O'Leary Piccolo Launer & Fledderman Wealth Management Group
Robert W. O'Leary, AAMS, AIF, CRPC
Resident Manager; Managing Director/Investments
Robert W. O'Leary
AAMS, AIF, CRPC
AAMS, AIF, CRPC
Resident Manager; Managing Director/Investments
8147885260
Education
- Bachelor of Science, Finance, Indiana University of Pennsylvania
- Series 7, General Securities Representative
- Series 8, General Securities Sales Supervisor
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
- Chartered Retirement Planning CounselorSM Designation
- Accredited Investment Fiduciary® Designation
- Accredited Asset Management Specialist® Designation
- Stifel, Senior Vice President/Investments and Resident Manager – 2012 to Present
- RBC Wealth Management, Senior Vice President/Investments and Branch Manager – 2005 to 2012
- Advest, First Vice President/Investments – 1994 to 2005
- Paine Webber – 1988 to 1994
- Executive Member, Penn Highlands Healthcare Board of Directors
- Member, St. Mary’s Economic Development Corporation (EDC) Board of Directors
- Member, St. Mary’s United Way Board of Directors
John D. Piccolo
AIF, PhD
AIF, PhD
Senior Vice President/Investments
8147885265
Education
- Ph.D., Workforce Education and Development, Pennsylvania State University
- Master of Public Administration, Troy University
- Bachelor of Science in Business Administration, Finance, Clarion University of Pennsylvania
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
- Accredited Investment Fiduciary® Designation
- Stifel, Vice President/Investments – 2013 to Present
- The Pennsylvania State University, Director of Academic Outreach – 1999 to 2013
- Windfall Products, Inc., Production Manager/Account Manager – 1995 to 2000
- United States Army, Aviation/Military Intelligence – 1988 to 1995
- Chairman, Penn Highlands Elk (PHE) Hospital Board of Directors
Thomas A. Fledderman
Associate Vice President/Investments
8147885271
Education
Tom began his investment industry career in 1996 and joined Stifel in 2020. Prior to Stifel, he served as a Trust Officer with Northwest Bank, Trust & Investment Services.
Community Involvement
- Bachelor of Science, Finance, Pennsylvania State University
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 66, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
Tom began his investment industry career in 1996 and joined Stifel in 2020. Prior to Stifel, he served as a Trust Officer with Northwest Bank, Trust & Investment Services.
Community Involvement
- Member, Rotary Club of St. Marys
- Member, Project Gifts for Elk County Board of Directors
- Member, St. Marys Ambulance Service Board of Directors
Luke A. Hoffman
CFP
CFP
Portfolio Analyst
8147885267
Luke began his investment industry career in 2018 and joined Stifel in 2022. Prior to joining Stifel, Luke served as a Financial Advisor with G&A Financial LLC. Luke supports the team in helping clients strategically invest and plan for their future and legacy.
Luke earned a B.S. in Finance with a certificate in Financial Planning from Penn State Erie. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). In addition, he earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Active in the community, Luke is a board director for Elcam Inc. and the Boys and Girls Club of St. Mary’s.
Luke earned a B.S. in Finance with a certificate in Financial Planning from Penn State Erie. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). In addition, he earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Active in the community, Luke is a board director for Elcam Inc. and the Boys and Girls Club of St. Mary’s.
Sherrie L. Ferragine
Client Relationship Manager
8147885262
Education
Sherrie began her financial services career in 1994 and joined Stifel in 2012. Prior to that, she as a Programs Analyst for Mellon Bank.
- Bachelor of Science, Computer Information Science, Computer Application and Information Systems, Clarion University of Pennsylvania
- Accounting Certification, Robert Morris University
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
Sherrie began her financial services career in 1994 and joined Stifel in 2012. Prior to that, she as a Programs Analyst for Mellon Bank.
Liz Baldwin
Senior Registered Client Service Associate
8147885263
Education
Liz began her financial services career in 1996 and joined Stifel in 2012. Additionally, she has held positions in research and has worked with the public for 35 years.
- Bachelor of Arts, Rutgers, the State University of New Jersey
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
Liz began her financial services career in 1996 and joined Stifel in 2012. Additionally, she has held positions in research and has worked with the public for 35 years.
Cathy Renwick
Client Service Associate
8147885261
Education
Cathy began her financial industry career in 2000 and joined Stifel in 2012. Additionally, she has banking, sales, and secretarial experience.
- Attended Villa Maria College
Cathy began her financial industry career in 2000 and joined Stifel in 2012. Additionally, she has banking, sales, and secretarial experience.
Kindred Burdick
Client Service Associate
8147885270
Education
Experience
Kindred began her financial services career in 2015 with Woodforest National Bank. In 2017, she began working for Northwest Bank as branch manager. She joined Stifel in 2021.
Community Involvement
- Bachelor of Business Administration, Finance, Marshall University
Experience
Kindred began her financial services career in 2015 with Woodforest National Bank. In 2017, she began working for Northwest Bank as branch manager. She joined Stifel in 2021.
Community Involvement
- Treasurer, St. Marys Chamber of Commerce