About Me
Walt has been helping his clients successfully navigate the complex financial landscape since he began his investment industry career more than 20 years ago. He is the leader of the Mancing Wealth Management Group, a Stifel wealth management team that serves clients nationwide. Walt has been recognized for his wealth management capabilities both from within and outside of Stifel. Walt has qualified for Stifel’s Chairman’s Council* every year since he joined the firm in 2009 and has been named to the 2024 Forbes Best-in-State Wealth Advisors list.*
Walt earned a Bachelor of Science in Economics from the Wharton School of Business and a J.D. from the University of Notre Dame Law School. Prior to his career in the investment industry, he was an attorney in Los Angeles and worked in the entertainment industry before he and his family moved back to Pennsylvania in 2003. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses. In addition, he earned the Accredited Asset Management SpecialistTM designation from the College for Financial Planning.
Walt is an active member of the community, currently serving as a member of the endowment investment committee of the board of trustees for The Ellis School, an all-girls academy in Pittsburgh. He has previously been a volunteer coach for elementary and middle school cross country, as well as his community’s summer softball league. A lifelong singer and musician, he has sung in the California Philharmonic Chorale (2020), the SoCal Chorale with the Los Angeles Film Orchestra (2022), and the Golden State Pops Orchestra (2023).
An avid cook, Walt finds his greatest joy perfecting old family recipes with his wife, Joan, and two children, Sofia and Gisele, at home in the suburbs of Pittsburgh.
*Chairman’s Council qualification is based on being among Stifel’s top-producing financial advisors. For 2023 qualification, Chairman’s Council consisted of 240 financial advisors, who were recognized from among more than 2,300 Stifel financial advisors across the nation.
Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
About Me
Carly has more than 25 years of experience in the financial sector. She began her career in banking in 1997. Seeking new challenges, she made the move to the investment side of the financial services business by joining A.G. Edwards in 1999. In 2006, she joined UBS Financial Services in Beaver, Pennsylvania, as the branch’s Operations Coordinator. When Stifel acquired UBS’s Beaver office in 2009, Carly became a Registered Client Service Associate for Mancing Wealth Management Group. Currently holding dual roles as Resident Manager and Client Relationship Manager, her diverse experience provides a unique perspective to clients with extraordinary financial situations and guides clients through the transitions encountered in important life events.
About Me
Ashley is the newest member of the Mancing Wealth Management Group, joining our team in 2019. She earned a B.A. in Media Studies from Pennsylvania State University and has several years of marketing experience. She is responsible for directing the team’s client contact and marketing functions for one of Stifel’s most productive financial advisors.
Ashley is a key liaison between the team and clients to ensure that account-related needs are addressed fully and promptly.