Meet Five Star Wealth Manager , an award-winning wealth manager in Canonsburg, PA.

PROFESSIONAL PROFILE

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Grant Street Asset Management

380 Southpointe Blvd Plaza II Ste 315

Canonsburg, PA 15317

Office: 412-257-8060

advisors@gsaminc.com
www.gsaminc.com

Professional Approach

Grant Street Asset Management (GSAM) has been growing client legacies and guiding family generations for over thirty years. Our experienced investment and advisory team specialize in wealth and life transitions, such as retirement, divorce, the passing of a loved one, and planning for future generations.

Now under second-generation ownership, the expertise in which Grant Street represents across the industry is vast. For both private clients and institutions, GSAM’S tried and tested investment management strategy has endured through decades of economic fluctuations.

Unique to the client experience is a wholistic approach to overall wealth, estate, and tax strategies. Every client is an individual, and Grant Street provides customized services. Additionally, GSAM coordinates across professionals to design and implement optimal wealth strategies for each client.

Kristen E. Jackson, CFA®

President & CEO

Phone: 412-257-8060

As a second-generation owner, CEO, and President of Grant Street Asset Management, Kristen Jackson has over 20-years of investment and advisory experience. Kristen leads Grant Street’s Investment Committee, and she collaborates closely with her team to apply a disciplined investment management process across market cycles. She specializes in working directly with high and ultra-high net worth families and not-for-profit institutions and endowments. To learn more about Kristen, click here.

Michael M. Evans

Executive Chairman

Phone: 412-257-8060

Michael Evans, the visionary founder of Grant Street Asset Management, has been a guiding force within the firm for over 30 years. Michael's leadership as Executive Chairman and Senior Wealth Advisor has consistently prioritized a comprehensive view of each client's financial situation, far beyond investment management. With an astute understanding of the importance of coordinating investing, taxes, and estate planning, his commitment to holistic, compassionate wealth management has distinguished him as a trusted partner of his private wealth clients and their families. To learn more about Michael, click here.

John S. Ferraro

Senior Wealth Advisor

Phone: 412-257-8060

John Ferraro’s career in the financial sector has spanned more than 50 years, over 30 of which have been dedicated to Grant Street Asset Management (GSAM). His expertise extends across a wide spectrum of financial services, including international and domestic consultancy work with banks and corporations. As a Senior Wealth Advisor at GSAM, his expansive view of the financial landscape adeptly applies to managing investments for individuals, families, retirement plans, and charitable foundations. John's investment management style is distinguished by his comprehensive approach and unwavering commitment to client service. To learn more about John, click here.

Michael C. Loch

Wealth Advisor & Chief Compliance Officer

Phone: 412-257-8060

Grant Street Asset Management (GSAM) Wealth Advisor, Mike Loch, has over three decades of wealth management experience. Mike values providing a strategic and thoughtful long-term perspective to his clients, and his approach centers on the potency of compound returns and the importance of a stable path toward financial goals. Also GSAM’s Chief Compliance Officer, Mike navigates the complexities of the regulatory landscape and contributes to year-end tax planning and reporting for the firm. In his dual role, Mike is instrumental in shaping strategies that align with evolving financial regulations. To learn more about Mike, click here.

Scott P. Dolson, CAIA®

Wealth Advisor

Phone: 412-257-8060

Scott Dolson, Grant Street Asset Management Chartered Alternative Investment Analyst® (CAIA®) and Wealth Advisor, is a problem-solver who focuses on simplifying complex situations. Scott’s precise approach involves looking at the complete picture of a client and their family. Understanding all their pieces, including ones that seem unrelated, equips Scott to deliver more complete solutions, rather than just solving for a particular instance. With a rich background that spans over a decade, Scott has refined his approach to include a deep understanding of the diverse financial needs of individual investors, trustees, beneficiaries, and institutional plans. Scott's wealth management style is rooted in the belief that exceptional client service is key. To learn more about Scott, click here.

See Accomplishments

This award was issued on 6/1/24 by Five Star Professional (FSP) for the time period 9/12/23 through 3/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1854 Pittsburgh-area wealth managers were considered for the award; 231 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,818, 233, 12.8%, 6/1/23, 9/12/22 - 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 - 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 - 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 - 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 - 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 - 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 - 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 - 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 - 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 - 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 - 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 - 4/19/12.

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Team members offering investment advisory services are registered Investment Advisor Representatives and advisory services are offered through Grant Street Asset Management, Inc., a Registered Investment Advisor. This information should not be construed as investment advice or used to make investment decisions. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.