OTA featured in Pittsburgh Tiday Live

OTA is featured on Pittsburgh Today Live

David leads the build-out of First Commonwealth’s advisory talent, with a particular emphasis on retirement and estate planning, and customized investment solutions. He is committed to providing a culture of customization and flexibility, ensuring superior service to the client.

Before joining First Commonwealth, he served as Senior Vice President and Managing Director at FNB Wealth Management, responsible for the organization’s wealth management sales strategy, revenue retention efforts, investment agency accounts, employee benefit plans, foundations, endowments and trustee relationships. He also spent time at Federated Investors and PNC Wealth Management earlier in his career.

David is a Certified Public Accountant, earning his Bachelor’s degree in Accounting from John Carroll University in Ohio and received his MBA from Robert Morris College in Pittsburgh.

Lesley brings over 25 years of experience in financial services, focusing on Insurance & Annuity marketing, product and distribution. Before Joining GBU, Lesley served as the CMO and Head of Distribution for Knighthead Annuity & Life Assurance Company, as founding leader driving the company’s growth to over $2 Billion in assets under management. Lesley spent 20 years with Prudential Financial as SVP, Relationship Management for Prudential’s annuity business, responsible for the management, business development, sales, and marketing for the firm’s 300 institutional clients. She grew sales from under $10 billion a year to over $21 Billion, becoming the largest distributor of annuities in the industry.

As a senior executive, Lesley’s passion is around growing, developing, and evolving businesses, while leveraging the strengths that already exist in the business. She works to understand the culture, the business framework, and the people, shaping her determination to build high-performance teams and successful organizations. Lesley holds B.A. In Economics & Political Science from Dickinson College in Carlisle, PA.