Our Team

Charlie Petredis is the Managing Director – Investments of Petredis Investment Advisors of Wells Fargo Advisors.  Charlie founded his group in 1983 and now oversees more than $1 billion in client assets¹.

Charlie was selected by Barron's Magazine as one of America's Top 1,200 Financial Advisors for 2014, 2015, 2016, 2017 and 2018².

Charlie was selected by Forbes Magazine / SHOOK Research as a Best-in-State Wealth Advisor for 2018 and 2020³.

Charlie was also selected by the Financial Times as a Top 400 Financial Advisor in the United States for 2018⁴.

Charlie graduated from The Pennsylvania State University, College of Business Administration as Class Marshall in 1980.

Charlie's academic accomplishments include:

• The Wall Street Journal Award - Top Finance Student
• Evan Pugh Scholar - Top 0.5% of the Penn State Class
• Rhodes Scholar Nominee - The College of Business Administration
• Member of Five National Honor Societies
• The National Business Honor Society Seminar - Elected one of the top 25 undergraduate business students in the United States.
• Graduate of the Securities Industry Institute at the University of Pennsylvania’s Wharton School of Business.

Charlie was a Financial Associate with GTE Corporation from 1980-1982 with assignments at Stamford, CT headquarters (Treasury), Washington, D.C. (Legislative), and Tampa, FL (Financial).

He attended Harvard Business School before joining the investment firm of Parker/Hunter in 1983, where he formed his investment practice and became a Senior Vice President.

In 1994, he joined Hunter Associates, an investment advisory firm, as a Senior Vice President.

In 2006, Charlie moved his investment practice and became Managing Director – Investments of Petredis Investment Advisors of Wells Fargo Advisors.

Charlie and his wife, Jan, live in Wexford, PA.

 

 

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1. As of August 2020.
2. The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.
3. Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
4. Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.

Charles joined Petredis Investment Advisors in 2012.  He previously worked in PNC's Capital Markets group as an insurance credit underwriting analyst.  Charles works directly with clients in developing and executing their investment plans to meet their financial needs and goals.

Charles contributes to the management of client portfolios by providing economic and fundamental research, trading, and other portfolio management functions for individual securities, mutual funds, separately managed accounts, retirement plans, and other types of investments.

Charles works alongside his father Charlie while developing, monitoring, and updating client investment policies and asset allocations.  Charles is a Chartered Financial Analyst (CFA) Charterholder, having achieved the right to use the designation in August 2014.  Charles was honored by Forbes as one of America's Top Millennial Advisors in 2017, as a Forbes Top Next-Gen Wealth Advisor in 2018, as a Forbes Best-In-State Next-Gen Wealth Advisor in 2019, and as a Forbes Top Next-Gen Wealth Advisor in 2020¹.

Charles earned his B.S. in Finance in 2010 with a minor in Economics from The Pennsylvania State University, where he was selected for the Sapphire Honors Business Program.  At Penn State, Charles managed ~$500,000 as the Lead Energy Portfolio Manager for the Nittany Lion Fund during 2008 and 2009.  The Nittany Lion Fund is an $8 million student-run mutual fund capitalized by outside investors.

Charles, his wife Maria and his daughter Anastasia live in Wexford, PA.

 

 

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1. Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Alexandra Petredis Cameron, CFP began her career in the investment management industry in 2014. Prior to joining Wells Fargo Advisors, she worked as a consultant at a private Transfer Pricing firm, and subsequently as a Transfer Pricing Analyst (international tax valuation) at Duff & Phelps in Chicago. Alexandra achieved the Certified Financial Planner™ designation from the CFP Board and College for Financial Planning in 2017.

Alexandra advises individuals and families on their wealth management and investment plans. She also works with the firm's corporate clients on managing and administering retirement plans.

Alexandra works alongside her father, older brother and twin brother to serve a broad spectrum of the practice's clients. She manages the new client financial profiling process.

Alexandra graduated from Vanderbilt University in 2013 with a B.A. in Mathematics and a B.A. in Economics. She was awarded the prestigious Dean's Select Scholarship, an award reserved for the top 1% of her Vanderbilt University applicants.

Alexandra, her husband Anthony and her daughter Cora live in Wexford, PA.

Christian joined Petredis Investment Advisors in 2015.  He manages research, trading & risk management for PIA's US Equity All-Cap Blend Strategy as well as outside asset manager due diligence for PIA's ETF & Fund of Fund Strategies.

Christian is a Chartered Financial Analyst (CFA) ® charterholder. He earned the designation in December 2017.

Christian previously worked in New York at Duff & Phelps in Valuation Advisory.  While there, he created portfolio company valuations for private equity clients including KKR and D.E. Shaw, as well as complex valuations for Fortune 500 companies.

Christian interned with UBS in Sales & Trading during the summer of his Junior year at Penn State, where he worked on equity sales, equity derivatives and credit desks. While at Penn State's Schreyer Honors College (Class of 2013), Christian managed $500,000 of alumni money as a portfolio manager in the Nittany Lion Fund, serving two years in the consumer staples and consumer discretionary sectors.  The Nittany Lion Fund is a $8 million student-run mutual fund capitalized by outside investors.

Christian graduated with Distinction and Honors from Penn State's Schreyer Honors College with a B.S. in Finance and a minor in Economics.  He graduated with a 3.86 GPA, placing him in the top 7.5% of his class as a Phi Kappa Phi Honor Society member.

Christian is active in the Pittsburgh philanthropic community.  In August 2017, he raised $17,600 for the Cystic Fibrosis Foundation as a Pittsburgh 50 Finest Honoree.  The Cystic Fibrosis Foundation funds research and drug development, promotes individualized treatment and ensures access to high-quality, specialized care for Cystic Fibrosis patients in the United States.

Lori Rasp serves as a Senior Registered Client Associate and brings 18 years of investment industry experience.  Lori's extensive industry experience allows her to provide client service for both administrative and investment needs.  Lori works closely with fellow associate, Cindy Pappert, to provide personal, prompt and confidential client service for each of our clients.

Lori's client service responsibilities include:

• Execute client trades and transactions
• Manage incoming client account transfers
• Prepare client portfolio reports, fund of funds portfolio analyzers, and client account performance summaries
• Receive and direct client account deposits and withdrawals
• Open and maintain client accounts
• Manage client data collection for Investment Advisor review and planning
• Help to ensure client accounts are in compliance with securities regulations
• Provide insurance reviews and quotes

Lori attended Carlow University where she majored in Business Management.

Lori has two daughters and lives in Cranberry Township, PA.

Cindy Pappert serves as a Senior Client Associate and manages a wide range of daily client services with a commitment to providing our clients personal and customized service.  With experience in the investment industry since 1979, Cindy and fellow associate, Lori Rasp, work together to provide personal, prompt and confidential client service for each of our clients.


Cindy's client service responsibilities include:

• Receive and answer client account inquiries and service requests
• Receive and direct client account deposits and withdrawals
• Schedule client meetings with the Petredis Investment Advisors of Wells Fargo Advisors team to formulate and update investment plans
• Process client account information changes
• Manage client rollovers from previous employers' retirement plans
• Execute estate processing for client families after a family member death

Cindy has two sons, and lives with her husband in Allison Park, PA.