John A. Staley, IV
Founder and President
John founded Staley Capital Advisers, Inc. in 1996. He oversees all aspects of Staley Capital’s operations and chairs Staley Capital’s Investment Committee. From December 1977 to July 1994, John was the Chief Executive Officer and President of various investment management subsidiaries of Federated Investors, Inc. John is a graduate of Duquesne University and earned his MBA from the J.L. Kellogg Graduate School of Management at Northwestern University. He earned the designation of Certified Public Accountant in Pennsylvania in 1966. John currently serves as a Board member of several privately-held companies, and as a Trustee Emeritus for Children’s Hospital of Pittsburgh and Duquesne University. He also sits on Board committees for various non-profit organizations, including the investment committees of Carnegie Museums of Pittsburgh and the Children’s Hospital Foundation. John and his wife Patti have six children and nine grandchildren.
Brian M. McInerney
Brian joined Staley Capital in 1996 as a shareholder, Vice President and Managing Director. He manages the private accounts area and serves as a portfolio manager, investment analyst and asset allocation strategist for the private accounts. Brian earned a BS with a concentration in finance from the Pennsylvania State University and an MBA, finance, from the Katz Graduate School of Business at the University of Pittsburgh. Brian was the Director of Fixed Income Research at Integra Trust Company from January 1995 to June 1996. He was a fixed-income trader and then Research Analyst at Federated Investors, Inc. from June 1991 to January 1995. Prior to that, he served as a trader in Unit Investment Trust Sales at Smith Barney Harris Upham in New York City. Brian serves on the boards of several non-profit organizations in the Pittsburgh area. Brian and his wife Sandy have two college-age children.
James D. Roberge, CFA
Jim joined Staley Capital in 1996 as a shareholder, Vice President and Managing Director. He co-manages Forum Capital Partners, a private limited partnership with Staley Capital as general partner, manages certain private accounts, and also serves as an equity analyst and asset allocation strategist for the private accounts. Jim earned a BS degree in chemical engineering from the Massachusetts Institute of Technology and an MBA, finance, from the Wharton School of the University of Pennsylvania. Jim was employed with Federated Investors, Inc. from July 1990 to June 1996. He served as a municipal bond analyst and, for four years, as a portfolio manager for various Federated municipal bond and government bond mutual funds. Jim and his wife Tris are very active in their church and they spend much of their free time following their youngest son on the soccer circuit. Jim also serves as a board member for several non-profit organizations.
William F. Stotz
William joined Staley Capital in 1998 as a shareholder, Vice President and Managing Director. He co-manages and directs trading for Forum Capital Partners, co-manages Long-Only acounts and also serves as an equity and high yield bond analyst for the private accounts. William earned a BA, majoring in economics and accounting, from the College of the Holy Cross, and an MBA in finance from the University of Massachusetts. He was a high yield investment analyst and portfolio manager with Federated Investors, Inc. from January 1993 to June 1998. Prior to that, he worked in New York City as a high yield analyst with Prudential Bache Securities and an assistant portfolio manager with Calvin Bullock Ltd. William and his wife, Ilana have five adult children.
Michael Friday, CFA
Michael joined Staley Capital in 2004 as a portfolio manager and investment analyst. He was named Managing Director and became a shareholder in 2007. Michael manages private account client portfolios and provides analysis of equity securities and sectors.
Michael earned a BBA, with majors in accounting and finance, from the University of Wisconsin. He served from April 1988 through April 2004 as a registered broker/portfolio manager and equity analyst with Arthurs Lestrange & Co. Michael, an accomplished tennis player who bikes to work each day, has two young children with his wife, Lisa.
Christopher F. Pretsch, CFA, CFP
Chris joined Staley Capital in June of 2007 as a Vice President and portfolio manager. He became a shareholder and Managing Director in January 2012. Chris is responsible for portfolio management of private accounts, and areas of focus include, selection of third-party mutual fund and exchange-traded fund products and fixed-income and equity research. Additionally, Chris assists clients with financial projections for retirement. Chris earned a BBA with a major in finance from Cleveland State University. Chris was employed as a portfolio manager with Mellon Private Wealth Management in Pittsburgh and Mellon Trust of New York for six years prior to joining Staley Capital. He had previously served as a fixed-income trader with Cantor Fitzgerald Securities and as a portfolio assistant with Credit Suisse Asset Management. Chris and his wife, Amy have two young children. Chris, a black belt in Tae Kwon Do, is a collector of currency.
Dean J. Kartsonas, CFA
Vice President/Portfolio Manager
Dean joined Staley Capital as a Vice President and portfolio manager in March 2018. Dean manages private account client portfolios and also provides analysis of equity and high yield securities. Dean earned a BS degree, majoring in economics, from Cornell University and an MBA in finance from the Katz Graduate School of Business at the University of Pittsburgh. From September 2013 through February 2018, he served as a founding partner and Chief Investment Officer of Shorebridge Wealth Management; he was a registered Investment Adviser Representative with Raymond James Financial Services Advisors, Inc. Dean was a portfolio manager and research analyst at Federated Investors, Inc. from 1994 – 2013. He and his wife, Katie, have three teenage children. Dean is a former pro-basketball player and a long-time youth basketball coach. He serves on the boards of several local non-profit organizations.
Doris A. Precopio
Portfolio Manager/Portfolio Analyst
Doris joined Staley Capital as a portfolio analyst in October 2001 and was named a portfolio manager in 2004. She is responsible for management of private account client portfolios and equity trading. In addition, Doris oversees the processing of corporate actions, manages the proxy voting and class action filing processes and monitors investment policy compliance for certain private accounts.
Doris holds an AAS degree in business administration from Robert Morris University. Doris was a portfolio manager in the Private Client Group at National City Corp. from June 1996 to October 2001 and, prior to the merger with National City Corp., an equity analyst at Integra Trust Company from June 1988 to June 1996. Doris enjoys gardening, walking, and reading.
Thomas J. McCrady
T.J. joined Staley Capital in 2011 as Vice President. He is responsible for developing and growing client relationships and raising the profile of Staley Capital with professional firms in the area. T.J. was a licensed insurance agent and the owner of McCrady Insurance Company prior to joining Staley Capital. He is a graduate of Lynchburg College. T.J. is an accomplished trap and skeet shooter and he and his wife Jen live in Shadyside with their son and two daughters.
Chief Compliance Officer
Lori joined Staley Capital as the Chief Compliance Officer in 2005. A graduate of the University of Pittsburgh, she was previously Vice President and Manager of Investment Research Administration at Federated Investors, Inc. Lori is responsible for oversight of compliance with federal and state regulations. She also provides operational support for Forum Capital. Lori enjoys cooking, gardening and planning vacations. She and her husband, John, have two adult sons.
Lorraine has been with Staley Capital since its inception, and serves as the elected Secretary of the Board. She is the Executive Assistant to John Staley. Lorraine was previously employed at Federated Investors, Inc. as John Staley’s Assistant. In addition to being an avid golfer and a spirited Steeler season ticket holder, Lorraine and her husband, Bill, have two young children.
Since joining Staley Capital in 1997, Georgann has interacted extensively with clients and the custodians that hold client assets. This experience enables her to efficiently process new accounts, transfers and specific client requests. Prior to joining Staley Capital, Georgann was an Administrative Assistant at Federated Investors, Inc. from 1987 through 1997. Georgann is an accomplished singer and a Zumba instructor. She and her husband, Jeff, have one son.
Erin provides administrative and client support to both Forum and the private account area. She enters trade allocations, executes wires and deposits, prepares reports and processes proxy votes for all client accounts, including Forum. She joined Staley Capital in 2006. Erin was previously a Senior Teller at National City Bank. Erin is an artisan confectioner and a dog lover.