DWD PORTFOLIO SOLUTIONS, INC.

DWD PORTFOLIO SOLUTIONS, INC. of PITTSBURGH, PA is an SEC-registered investment adviser (CRD 121435). Regulatory assets under management: $248.3M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (10)

NameRoleLocation
Maria Carla DevlinPRESIDENT—
Sam Cicero DalesandroCHIEF COMPLIANCE OFFICER/CEO—
Keith Alan WoernerEXECUTIVE V.P. & GENERAL COUNSEL—
DALESANDRO SAM CICEROCHIEF COMPLIANCE OFFICER/CEO—
DEVLIN MARIACARLAPRESIDENT/CHIEF COMPLIANCE OFFICER—
DYER JACK ROBERTOWNER—
BONIFACE RAYMOND JOHNOWNER—
STEELE PHYLLIS MARIEOWNER—
DEVLIN MARIA CARLAPRESIDENT—
WOERNER KEITH ALANEXECUTIVE V.P. & GENERAL COUNSEL—

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