United Wealth 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.
Matt is responsible for the overall management of and strategic planning for United Wealth Management. He also serves as Chief Executive Officer of United Brokerage Services, Inc. Before joining United, Matt served in the Private Wealth Management Group of Goldman Sachs, where he advised high net worth families, foundations and institutions. Prior to that, Matt served in multiple leadership positions as an Army Aviation Officer in Korea, Central America, Afghanistan and the United States. He earned his MBA from Vanderbilt University with concentrations in finance, strategy and entrepreneurship. He earned his BS in economics and civil engineering at the United States Military Academy at West Point. He holds the following licenses: Series 7, Series 24, and Series 66.
Tom serves as Chief Operating Officer for United Wealth Management and United Brokerage Services, Inc. Responsible for the day-to-day management and oversight of the United’s wealth business, Tom works as part of the senior leadership team to develop and execute strategies with a focus on leading, facilitating and sustaining an advisor and client-centric environment. Tom earned his BS from Bradley University and his MBA at DePaul University Graduate School of Business. He holds the following licenses: Series 6, Series 7, Series 24, Series 51, Series 63 and Series 66.
202.828.6788
Robert.Magielnicki@bankwithunited.com
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.
304.348.8321
Christy.Bly@bankwithunited.com
Christy is a Senior Fiduciary Wealth Advisor for United Wealth Management. Christy leads the United Wealth WV team and manages client relationships across West Virginia. Prior to joining United Wealth, Christy served as Wealth Advisor and Market President at Truist for nearly 20 years. She earned her BS in Business Administration from Concord University and graduated from The BB&T Banking School at Wake Forest University. Christy serves as Treasurer of Charleston’s first Business Improvement District and is a board member of the Concord University Foundation. She is also a member of the Rotary Club of Charleston.
304.424.8850
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.
304.348.8415
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.
703.442.7115
Andrew.McCully@bankwithunited.com
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, a graduate of United Bank’s Leadership Development Program, and holds Series 7 and 66 securities registrations. Andrew earned his BA from the University of Connecticut.
304.348.8349
StacyA.Miller@bankwithunited.com
Stacy joined United Wealth Management in 2008 and serves as a Fiduciary Wealth Advisor. She is responsible for oversight of client relationships, and the administration of various types of trusts and investment accounts for which United serves as Corporate Fiduciary. She is also responsible for the administration of estates for which United Bank serves as Executor. Stacy earned an Associate of Applied Science degree in legal assisting from Marshall University. She is a member of the Charleston Estate Planning Council and has completed Cannon Financial Institute’s Trust I and II courses.
703.633.6120
Andrew.Pacala@bankwithunited.com
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. He holds the following licenses: Series 3, Series 7, and Series 66.
854.895.2205
Swen.Harrington@bankwithunited.com
Swen is a Senior Fiduciary Wealth Advisor with United Bank serving high-net-worth families and institutions. He works closely with clients to provide thoughtful advice and guidance on investment strategies, asset allocation, and advanced estate planning. Swen joined United Bank after spending the prior 9 years with Goldman Sachs where he served as a member of the Private Wealth Management group and Asset Management division. Swen graduated with a BS in Business Administration from the College of Charleston and earned his MBA from the University of Chicago Booth School of Business. Outside the office Swen is involved with the Association for Corporate Growth – Charleston Chapter and The College of Charleston Alumni Association. He holds the following licenses: Series 3, Series 7, and Series 63.
304.348.8313
Jen.Willits@bankwithunited.com
Jen is a Senior Fiduciary Wealth Advisor with over 20 years’ experience in trust and estate administration. She is a graduate of West Virginia Wesleyan College and Southeastern Trust School at Campbell University. Jen is a member of the Athletic Hall of Fame for both her high school and college. She is a past president if the Charleston Estate Planning Council and Charleston Vandalia Rotary Club. Jen also served as a board member of the YMCA of Charleston, the Rae of Hope House, and the Childhood Language Center. She resides in Hurricane with her husband Chris, sons Chase and Max, and dogs Pepper and Ozzie.
202.383.4789
Regan.Lonchena@bankwithunited.com
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.
304.348.8454
Alexandra.Arwood@bankwithunited.com
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.
304.581.6166
Kristin.Reel@bankwithunited.com
Kristin serves on the Advanced Planning and Trust Counsel team. Prior to joining United, Kristin focused her legal practice exclusively on estate planning and estate and trust administration for over eight years. She earned her BA in Criminology from West Virginia University before earning her JD from West Virginia University College of Law. Kristin is a member of the West Virginia Bar.
202.331.3953
Joseph.Kantakevich@bankwithunited.com
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.
304.348.8305
Jonathan.Matuszkiewicz@bankwithunited.com
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.
304.424.8896
James.Nesselrode@bankwithunited.com
Conner is an Institutional Services Advisor at United and lifelong native of West Virginia. Conner has been a member of our Institutional Services Operations team, providing regulatory, compliance, and account administration support, as well as custody oversight. Conner received his bachelor’s degree from West Virginia University of Parkersburg and has focused his career on serving corporations and unions. Having come from a family of union members, Conner is passionate about our union clients.
202.496.4072
Cary.Greenspan@bankwithunited.com
As an investment professional with more than 35 years of experience, Cary establishes and guides the overall investment philosophy, strategy, vision, culture, and risk appetite within United’s Wealth Management division. Prior to joining United, Cary served as National Director of Investments at Comerica Bank. He also spent 11 years at PNC Bank working as a senior investment leader within the Asset Management Group. He notably served as the Director of Investments for Hawthorn, PNC’s multi-family office/Ultra High Net Worth division. Cary earned a BS in commerce at the University of Virginia and an MBA from Northeastern University. As a Chartered Market Technician (CMT), Cary is a past Board Member of the CMT Association and is a member of the Washington Association of Money Managers.
304.348.8347
Steve.Sears@bankwithunited.com
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.
304.348.8477
Rossitsa.Getskova@bankwithunited.com
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.
304.720.4547
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.
202.383.4798
Reilly.Loflin@bankwithunited.com
Reilly is a Portfolio Manager with United Wealth Management. Reilly manages client portfolios and is a member of the Investment Committee. 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.
304.348.8315
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.
202.938.3492
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.
304.348.8318
William.Slack@bankwithunited.com
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.
202.383.4797
Dee serves as a Client Service Manager with United Wealth Management. Dee oversees advisory support relating to the day-to-day care of United’s clients and account administration. Prior to rejoining the Wealth Management team, Dee served as a Senior Lending Assistant for the Commercial Lending and Business Banking Department of United Bank. She holds a BA in Leadership & Organizational Studies, graduating with honors, and a MSLN – Master of Science in Leadership & Negotiation from Bay Path University in Longmeadow, MA. Dee has over 30+ years of experience in banking and government finance, holding managerial and executive support roles.
304.348.8316
Chris.Staten@bankwithunited.com
Chris serves as a Client Service Manager with United Wealth Management. Chris oversees advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining United, Chris served as a Private Client Investment Associate with JPMorgan Securities, LLC where he provided advisory services to high-net-worth clients and their families. Prior to that, Chris served as a relationship banker for Chase. He earned his BBA in Finance from Marshall University with a minor in Economics.
304.348.8476
Tyler.Burnette@bankwithunited.com
Tyler provides advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining United, Tyler worked as a relationship banker at JPMorgan Chase, where he acquired, managed, and retained meaningful relationships with customers. Tyler earned his BA in finance from Marshall University and holds the following licenses: Series 6, Series 63.
304.357.6686
Maria.Miller@bankwithunited.com
Maria provides advisory support relating to the day-to-day care of United’s clients and account administration. She joined United Bank in 2008. Prior to joining United, she held the position of Account Manager at United Health Care for twelve years. She was employed by Shawmut National Bank in Hartford Connecticut for five years prior to moving to Charleston, West Virginia. She is also a member of the Charleston Estate Planning Council.
304.424.8788
Lakin.Whitlatch@bankwithunited.com
Lakin provides advisory support relating to the day-to-day care of United’s clients and account administration. Prior to joining United, Lakin held positions in program coordination and strategic planning. She earned a BA in Psychology and Communications from West Virginia University. Lakin has served on various committees, including the Mid-Ohio Valley Trust and Estate Planning Council, Parkersburg Area Jaycees, and Generation MOV. She currently sits on the junior Board of the Parkersburg Art Center and has served as the Treasurer of Project Yoga of the Mid-Ohio Valley since 2018.
