United Wealth & Investment Management’s value is in our people. Our team of more than 60 experienced and passionate wealth management professionals take pride in building lasting relationships that empower you as you work to achieve your personal or institutional financial goals.
Robert Magielnicki, JD
Bob serves as the Director of Fiduciary & Trust Services for United Wealth Management. Prior to joining United, Bob was a Senior Vice President and Market Director of Fiduciary Services for Hawthorn, PNC Family Wealth. Bob also served as Senior Counsel for the Fiduciary Investment Practice Group in the PNC Legal Department before practicing law at several DC area law firms. Bob earned his BA from the University of Virginia and JD from the Stetson University College of Law. Bob has taught taxation, trusts, and estates courses at Georgetown University and is a member of the Washington DC Estate Planning Council. Bob is a member of the District of Columbia, Maryland, and New York Bars.
Regan Lonchena, JD
Regan serves United Wealth Management as the Director of Advanced Planning & Trust Legal Counsel. Prior to joining United, Regan was a Senior Fiduciary Advisor at Hawthorn, PNC Family Wealth. Regan also worked at The Goldman Sachs Trust Company and NASDAQ OMX PHLX. Regan earned her BS in Business Administration and a MS in Finance from Villanova University. She also earned a JD and Masters of Law in Taxation from Villanova University School of Law. Regan is a member of the Pennsylvania, Washington, D.C. and New Jersey Bars. She is a member of the Washington, D.C. Estate Planning Council.
Joseph Kantakevich, CFP®
Joe serves as Director of Institutional Services for United Wealth Management. Previously, Joe served as a Senior Portfolio Manager. Prior to joining United, he served as the Director of Investments & Portfolio Management for an independent Registered Investment Advisor in the Washington, D.C. Metro Area. Joe started his career in wealth management in 2008 after playing three seasons of professional baseball in the Seattle Mariners organization. He earned his BBA in Finance from the College of William & Mary. Joe is a Certified Financial Planner™ Professional and holds the following licenses: FINRA Series 7 & Series 66, Life & Health Insurance.
Lindsay D. Green, CTFA
Lindsay serves as Director of Operations & Client Support for United Wealth Management. Since joining United Bank in 2005, she has held leadership roles across Retail Banking, Brokerage, and Wealth Management, developing extensive expertise in financial services operations and client support. In her current role, Lindsay focuses on enhancing operational efficiency, implementing process improvements, and ensuring a seamless experience for both clients and advisors. She is a 2024 graduate of Cannon Financial Institute's Trust School and holds the Certified Trust and Fiduciary Advisor (CTFA) designation. Lindsay also maintains FINRA Series 7 and Series 66 registrations, as well as Life and Health Insurance licenses.
Mike Lewis, CTFA
Mike joined United Bank in 2004. Prior to United Wealth Management, he worked in the Bank’s Asset / Liability Management and Commercial Credit departments. Mike earned his BS in economics from West Virginia University. He is also a 2011 graduate of United Bank’s Leadership Development Program and a 2015 graduate of the Cannon Financial Trust School. He has earned the designation of Certified Trust and Financial Advisor and has obtained WV Life and Health Insurance licenses. Mike is Chairman of the West Virginia Bankers Association Trust Committee, Board Chair of the United Way Alliance of the Mid-Ohio Valley, and a serves as board Treasurer of Philanthropy West Virginia.
Reilly Loflin, CFA®
Reilly serves as Vice President and Senior Fiduciary Wealth Advisor at United Wealth & Investment Management. Most recently Reilly served as a Senior Portfolio Manager with United Wealth Management’s Investment Committee, where he managed client portfolios and sat as a voting member. He started his career in wealth management at UBS, before moving to Raymond James, where he worked with non-profit organizations. He earned a BA in economics from Hampden-Sydney College. Reilly is a Charted Financial Analyst (CFA®) charterholder.
Emilie Love
Emilie is a Senior Wealth Advisor and Market Leader with United’s Wealth & Investment Management team in Charleston, WV. With nearly 25 years at United, she brings extensive experience across consumer lending, private banking, and trust services to help clients navigate complex financial decisions and build long-term wealth strategies tailored to their goals.
Emilie holds a BA in Communications and Spanish from Denison University and is actively involved in the community, serving on the boards of the Laurance Jones III Childhood Language Center, the West Virginia Symphony, and FestivAll, and as a member of the University of Charleston President’s Advisory Council.
Zach McCoy, JD, CTFA
Zach serves United Wealth Management clients as a Fiduciary Wealth Advisor. Prior to joining United, Zach was a practicing attorney with Spilman Thomas & Battle, PLLC where he focused primarily on corporate law with an emphasis on federal taxation, state and local taxation, nonprofit organizations, and estate planning matters. He graduated from West Virginia University College of Law and earned his Master of Business Administration through the school’s JD/MBA program. Prior to law school, Zach graduated from WVU with a degree in accounting and earned Magna Cum Laude honors. Zach is a member of the West Virginia Bar.
Andrew McCully
Andrew joined United Bank in 2006, and currently manages client relationships and develops new business in his role as a Senior Fiduciary Wealth Advisor. Leveraging more than 20 years of experience in the financial services industry, Andrew oversees the administration of trusts and investment management accounts for which United serves as Corporate Fiduciary. He is a member of the Wealth Management Committee and a graduate of United Bank’s Leadership Development Program. Andrew earned his BA from the University of Connecticut.
Andrew Pacala, CTFA
Andrew serves United Wealth Management clients as a Fiduciary Wealth Advisor. Prior to joining United, Andrew worked in the Private Wealth Management group of Goldman Sachs, where he advised high net worth business owners, executives, and families on the management of their personal assets. Prior to that, Andrew served in the Client Services group at The Advisory Board Company, a public healthcare research, technology, and consulting firm. Andrew earned his MBA with a concentration in Asset Management/Sales & Trading from the Darden School of Business at the University of Virginia. He earned his BA in economics from Vanderbilt University.
Mark Pera, CIMA®, AIF®
Mark serves as Vice President and Senior Fiduciary Wealth Advisor at United Wealth & Investment Management. Prior to joining United Bank, Mark began his career as a wealth advisor at Morgan Keegan. He joined Raymond James when the firm acquired Morgan Keegan and served in various roles at the firm including client-facing sales positions and manager research functions over a 20-year period. In his last role at Raymond James, he served as a client portfolio manager at the firm’s asset management subsidiary where he operated as a conduit between several investment teams and all internal and external clients and prospects. Mark holds the Certified Investment Management Analyst and Accredited Investment Fiduciary designations. He earned a Bachelor of Science in Business Administration (Finance) at Auburn University where he was also a four-year letterman on the football team.
Jonathan Schnell, CRPC®
Jonathan serves United Bank Wealth Management clients as a Senior Fiduciary Wealth Advisor, leveraging nearly 20 years of experience in banking, wealth management, and financial planning to help clients optimize all areas of their financial lives.
Prior to joining United Bank Wealth Management, Jonathan served as a Wealth Management Advisor with TIAA. He holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning. He also maintains West Virginia Life and Health insurances licenses.
Jonathan earned his Bachelor of Arts from Grove City College, where he was a member of the Pan Sophic Fraternity.
Luke Rabiej
Luke serves United Wealth Management as a Market Leader and Fiduciary Wealth Advisor. Luke earned his MBA at George Washington University and his Batchelor of Arts in economics & business from Hampden Sydney College. Luke began is career in wealth management in New York City in 2014 working for an independent investment management firm that catered to high-net-worth individuals. Since then, he was worked as a private wealth advisor at Bank of America Private Bank (formerly U.S. Trust) and Rockefeller Capital Management where he specialized in providing bespoke financial strategies, including investment management, wealth structuring, and trust planning for ultra-high-net-worth families.
Patrick Diamantes
Patrick provides advisory support relating to the day-to-day care of United's clients. Prior to joining United Wealth Management, Patrick served as a Senior Portfolio Associate at PNC Institutional Asset Management, where he focused on investment performance and portfolio management for endowments, foundations, and corporate pension plans. Prior to that, Patrick spent time at UBS and Morgan Stanley, assisting with investment strategy and portfolio management for high net worth families. He earned his BS in Economics from George Mason University.
Alexandra Arwood, JD, CTFA
Alexandra serves on the Advanced Planning and Trust Counsel team. Prior to joining United, Alexandra focused her corporate legal practice on complex transactions and provided legal counsel to a variety of businesses and public organizations. She earned her BA in International Studies with a concentration in Diplomacy and International Security from West Virginia University. She earned her JD from the West Virginia University College of Law. Alexandra is a member of the West Virginia Bar.
Kristin Reel, JD
Kristin serves as Vice President and Trust Legal Counsel for United Wealth & Investment Management. She brings more than 10 years of experience in estate planning and the administration of estates and trusts, with a focus on helping clients navigate complex trust and estate matters. Prior to joining United, Kristin practiced law exclusively in the areas of estate planning and estate and trust administration. She earned her Juris Doctor from the West Virginia University College of Law and holds a Bachelor of Arts in Criminology from West Virginia University. Kristin is licensed to practice law in West Virginia and Washington, D.C.
Jonathan Matuszkiewicz
Jonathan is an Institutional Service Advisor for United Wealth and Investment Management. Prior to joining United, Jonathan was the Managing Director of Crestview Capital Investments. There he primarily focused on clients with Taft Hartley Plans, Defined Benefit Plans, and Defined Contribution Plans. He graduated from West Virginia State University with a Bachelor of Science in Business Administration Management. He holds the following licenses: FINRA Series 6, Series 63, Series 7, Series 65, West Virginia Life and Health.
Justin Barker, CCTP©
Justin Barker is a Certified Corporate Trust Professional® and serves as Associate Corporate Trust Advisor at United Wealth & Investment Management. He supports the administration of corporate trust accounts in which United acts as indenture trustee, registrar, dissemination agent, paying agent, escrow agent, and similar capacities for municipalities and institutional clients. Justin began his career at United in 2013 and has held roles as a Branch Manager and a Client Service Associate for United Wealth & Investment Management. Justin earned a Bachelor of Science from West Virginia University and is a graduate of the West Virginia School of Banking Graduate Program. He also completed Cannon Financial Institute’s Corporate Trust School where he received the Certified Corporate Trust Professional® designation and serves on the board of the South Charleston–Dunbar Youth Soccer League.
Scott Yochum
Scott has over 28 years of experience in Investment Management and Wealth Strategy. Prior to joining United Wealth Management, he worked for PNC Bank’s, Asset Management Group as a Senior Investment Advisor and Outsourced Chief Investment Officer. Previously, Scott worked in bank asset management policy with the U.S. Department of the Treasury, OCC, where he provided investment and risk management subject matter expertise to banking industry executives and senior agency deputies. He also served on the agency’s 401(k) Investment Oversight Committee. Scott also managed investment assets and client relationships in senior positions at several large banks. He earned an M.B.A. from the University of Pittsburgh, an M.S. from Robert Morris University, and a B.A. from the University of Pittsburgh. Scott holds an Accredited Certificate in Financial Planning from Boston University and graduated from Cannon Trust School’s personal trust program.
Steve Sears, CFA®
Steve is a 30-year veteran of the investment industry and is responsible for United Wealth Management’s equity strategy and portfolio management for clients. He previously worked as a Portfolio Manager for RBC Wealth Management and BB&T Asset Management. Additionally, Steve served as the Chief Investment Officer for Huntington Bank’s WV Trust Division. He earned his BS from Marietta College.
Rossitsa Getskova
Rossi joined United Wealth Management in 2005 and served as Head of Equity Research prior to becoming a Portfolio Manager. Rossi earned her BS and MBA from the University of Charleston with an emphasis on business and finance. Rossi holds the Series 7 and 66 securities licenses. An active member of the community, Rossi serves as the Investment Committee Chair for the WV Bankers Association, serves on the West Virginia Independent Colleges & Universities board of directors, and is a member of the University of Charleston (UC) Financial Planning Advisory Committee. She is a member of the Investment Committee for the YWCA and a former Board of Directors of the Charleston Ballet.
Noah Chinn, CFA®
Noah serves as a Portfolio Manager with United Wealth Management and is a member of the Investment Committee. Prior to becoming a Portfolio Manager, Noah served as an investment analyst. He is responsible for managing client portfolios, trading and carrying out market and investment research. He earned a BS in finance and an MBA with a concentration in finance from Marshall University. Noah is a CFA Charterholder.
JR Yost, CPA
JR is a Portfolio Manager for United Wealth Management. JR manages client portfolios and serves as a voting member of the investment committee. Prior to becoming a portfolio manager, he served in various SEC reporting roles with publicly traded companies and started his career as an auditor with Ernst & Young, LLP. He earned a BBA in accounting from Marshall University with a minor in economics. JR is a certified public accountant and a member of the American Institute of Certified Public Accountants.
Sam Kane
Sam is a Portfolio Manager with United Wealth Management. Sam manages client portfolios and is a member of the Investment Committee with an emphasis on Alternatives Investment allocation(s). Prior to joining United Bank, Sam worked for CBRE, where he led analysis for the firm's Occupier services and investments division for the Washington DC Mid-Atlantic region. Sam is a native Washingtonian with a degree in Economics from Radford University and is currently working to secure advanced designations.
Will Slack
Will is a Portfolio Manager with United Wealth Management. Will manages client portfolios and serves as a member of the Investment Committee. Prior to joining United, he held several positions in the energy industry focusing on business development and market research. Will graduated from Marshall University with a Bachelor of Business Administration in Finance and Economics and then attended the University of Kansas where he earned his MBA with a concentration in finance.
Benjamin Wong
Ben is a Senior Portfolio Manager at United Wealth Management and a member of the Investment Committee. Prior to joining United Bank, Ben was a senior investment analyst at Motley Fool Asset Management, Limiar Capital, and Cartica Management, developing high-conviction investment recommendations across U.S., developed, and emerging markets. He also has experience with ESG and active ownership strategies. He began his career at Bank of America Merrill Lynch, where he was part of a #1-ranked Institutional Investor research team. He earned a B.A. in Economics, with a minor in Statistics, from the University of Maryland, College Park.
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