Our Team

OUR APPROACH - A FINANCIAL PLAN TO SUPPORT YOUR LIFE PLAN

The planning process should simplify and organize your life. In developing recommendations, we need to learn a lot about you. We will dive into your finances, but we will also dig into what you want to achieve and avoid for yourself and your heirs. Wealth is not necessarily the sum of your assets, income or tax returns. Protecting and projecting your wealth requires establishing your values. It means passing on your view of the world to your family, heirs, and others of meaning to you. For these reasons, we start every relationship with goal setting aligned with your family values and vision. Goal setting provides the focal point for all the supporting decisions that follow. Bishop Wealth Management has been designed from the ground up to deliver a unique array of wealth management services for ultra-high net worth individuals, families and their family offices. We believe our clients require a high degree of focused attention. They need multiple services because investments are only a piece of the complex puzzle of their financial lives. To serve you best we place a premium on having a strong advisor/client relationship right from the start. Experience has shown us that the creation of that relationship cannot be given short shrift on either end. Our client onboarding process is robust, and requires a significant investment of our time. The more we know about your goals, desires and preferences, the more we are able to provide recommendations in line with those goals. Our investment recommendations will always be held to the highest standard and are customized by aligning them with your unique objectives.

YOUR VALUES AND DREAMS MADE CONCRETE

We recommend a unique family plan for clients that directs all of our actions toward that plan. It directs our recommendations and helps you evaluate our performance. For our average client, our planning process begins with the charge to “develop an approach to managing our wealth that was customized, comfortable, and allows us to enjoy our lives.” From this we recommend, together, a plan to satisfy their unique goals. All the reporting we provide maps back to at least one, if not several, of those objectives.
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Danielle Bartkus
Account Executive
About Danielle
Danielle joined Parker/Hunter in 2003 as a part of the Marketing department and rejoined the Firm in 2007 as a Private Client Assistant. A native of Monongahela, Danielle graduated from Duquesne University in 2003 where she double majored in Communications and Multimedia and in 2004 received a Masters degree in Multimedia.
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Robert H. Bishop
Executive Vice President/Investments, Financial Advisor
About Robert

Bob, the team’s founder and senior member, has been a Financial Advisor with Janney Montgomery Scott, formerly Parker/Hunter, since 1983 and became a senior officer in 1988. He was part of a team that created Janney Capital Management (formerly Parker/Hunter Asset Management) in 1993.


Bob has a graduate degree in Management from the University of Pittsburgh. He has attended the University of Pennsylvania’s Wharton Business School’s Securities Industry Association (SIA) Institute. An active member of the community, Bob has served on a variety of boards including a public school board, Habitat for Humanity, the Coalition for Christian Outreach, and the Janney Board of Managers.


AWARDS

2022 - 2020- Forbes Best-In-State-Wealth Advisor

Barron's 2017 - America's Top 1,200 Advisors

Barron's 2016 - America's Top 1,200 Advisors

Financial Times 2013 - Top 400 Advisors

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Amy Cornelius, CFP®
Financial Advisor
About Amy

After graduating from Baylor University, Amy spent 20 years in the non-profit sector. A desire for career change in 2013 led her to a job in insurance and finance; she joined the Bishop Team in 2018. Focused on advancing in the financial industry, she most recently completed her Certified Financial Planner™ professional certification. Amy volunteers at her church mentoring college students.

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Robert L. Gerstenberger, CFP®
Financial Advisor
About Robert

After spending the early part of his career in public accounting, Rob entered the investment industry as a senior analyst working for BNY Mellon’s private equity group. He would later join Gallagher Fiduciary Advisors (formerly Yanni Partners) as a consulting analyst conducting research on public equity and alternative investment strategies. Rob joined Janney Montgomery Scott in 2012.


Rob graduated from The Pennsylvania State University in 2004 with a degree in accounting and earned an MBA with a concentration in Finance from the University of Pittsburgh in 2009. Outside of the office, Rob enjoys coaching his kids in youth sports and the occasional round of golf. Rob resides in Wexford, PA with his wife Genna, and their three children.

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Sydney Halloran, CFP®
Account Executive
About Sydney
Sydney graduated from the University of Pittsburgh with a Bachelor of Science in Finance. She worked as an intern with Janney during summer breaks throughout college. Working towards her degree while simultaneously gaining real world experience each summer has optimized her learning experience and further developed her passion for the field.

Upon graduation, Sydney joined Janney full time and began assisting clients, providing the best experience for each and every client.
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Patrick King
Executive Vice President/Investments, Financial Advisor
About Patrick

Pat joined Bishop Wealth Management group in September 2022 after twelve years with PNC Bank, N.A., serving as a Director in the Capital Markets and Derivative Products Group. At PNC, he delivered interest rate hedging and investment strategies to financial institution as well as corporate clients.


Pat is a Duquesne University graduate and received an MBA from University of Pittsburgh’s Katz School of Business. He is on the board of the Mike Heath Memorial Foundation and is an active member of this church. In his free time, Pat enjoys skiing in the Laurel Highlands with his wife and two children. 

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Debora J. Rall
Account Executive
About Debora
Debbie began her career at Parker/Hunter after graduating from Bradford Business School in 1980 and became a Registered Private Client Associate in 1991. She worked alongside and was mentored by Frank Hunter, a founding member of the firm. As a Vice President at Parker/Hunter, she worked in various management positions and was a lead member of two conversion teams and the Steering Committee for the Janney merger.

Debbie was also a three-year member of the Janney Operations Council. In 2001, she received an Associate's degree in Business Management.
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Sara Reitz
Private Client Associate
About Sara
Sara is a proud graduate of Indiana University of Pennsylvania and resides in Pittsburgh. After working as an operations manager for a technology firm and also in the education field, Sara had a desire for a career change and entered the investment industry in 2013 by joining Janney as a Private Client Associate.
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Nathan Snyder, CFA
Executive Vice President/Investments, Financial Advisor
About Nathan

Nate rejoined Janney in 2016 after twelve years as a partner at Snow Capital Management L.P., a $5 billion institutional investment manager focused on value equity strategies. While at Snow Capital Nate occupied the various roles from Chief Operating Officer and Chief Compliance Officer to Senior Portfolio Manager and Partner. Prior to joining Snow, Nate was the Director of Equity Investments at Parker/Hunter Asset Management, the investment advisory subsidiary of Janney Montgomery Scott. He also held senior positions with RRZ Investment Management, Delphi Management and William M. Mercer Health Care Consulting.


Nathan is a graduate of Harvard University, and he received an MBA from the Tepper School of Business at Carnegie Mellon University. Nathan is a Chartered Financial Analyst and a member of the CFA Institute and the Pittsburgh Society of Financial Analysts.

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Daniel Vaughn
Registered Private Client Associate
About Daniel

Daniel joined Janney in 2022 after graduating from the school of business at SUNY Albany.


With a passion for education and assisting others, he moved to Pittsburgh from his hometown Rochester, New York to further his financial career.

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J. Andrew Wolfinger
First Vice President/Investments, Financial Advisor
About J.
Andy graduated from Penn State University in 1969 with a BS in Finance and in 1992 from Carnegie Mellon, now Tepper School of Business, with an MBA in Finance. He has been in the financial services industry since 1971, joining Janney in 2009. He is active in the community serving on several Boards at the Cultural trust, the Dance Council Board for over 10 years and Circles Board.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.