Business Details
Your Trusted Partner for Financial Planning and Investment Management
Grant Street Asset Management has been redefining financial advisory services for over four decades. Our firm was founded on the principle of delivering strategic financial guidance beyond investment management, building lasting partnerships with clients that span generations. We specialize in serving individuals, families, and institutions with complex financial needs, including multigeneration families, physicians, business owners, and nonprofit organizations. Our collaborative approach ensures seamless coordination with clients' CPAs, attorneys, and other professionals to align every financial decision with their broader life goals.As a woman-led team, we emphasize education, empowerment, and trust, particularly for women navigating financial transitions. With offices in Pittsburgh and Charlotte, we combine local expertise with nationwide reach, maintaining a steadfast commitment to our core investment philosophy through market cycles. Our SEC-registered status and fiduciary responsibility underscore our dedication to transparency, ethical standards, and client-centric solutions tailored to each unique financial journey.
Services
Investment Management
Wealth Planning
Estate Planning
Retirement Planning
Institutional Asset Management
Tax Strategy Coordination
Business Succession Planning
Portfolio Management
Financial Education
Mission-Driven Investing
Highlights and features
- 40+ years of experience navigating market cycles with consistent investment philosophy
- Collaborative approach working with clients' CPAs and attorneys for comprehensive solutions
- Specialized expertise with multigeneration families and complex wealth transitions
- Woman-led team focusing on financial empowerment for women investors
- Fiduciary responsibility prioritizing clients' interests in all decisions
Associations and certifications
- Registered Investment Advisor (SEC)
Services
Investment Management
Our investment management service provides customized portfolio strategies for individuals, families, and institutions. We employ a consistent, time-tested approach that balances long-term growth objectives with current financial needs. Our SEC-registered advisors focus on risk-managed strategies that align with each client's unique financial goals and legacy aspirations while maintaining fiduciary responsibility.
Wealth Planning
We offer comprehensive wealth planning solutions addressing complex financial needs across generations. Our services include tax strategy coordination, estate planning support, and retirement planning tailored to high net worth individuals and business owners. We collaborate with clients' professional advisors to ensure holistic financial solutions that align with their life goals and values.
Institutional Asset Management
Our institutional asset management service helps foundations and non-profits develop investment policies that balance mission fulfillment with financial sustainability. We provide custom portfolio management, risk assessment, and strategic reporting while maintaining fiduciary oversight. Our 20+ years of experience guiding institutional assets ensures alignment with organizational missions and long-term objectives.
Business Succession Planning
We specialize in helping business owners navigate wealth transitions and succession planning. Our approach preserves family legacies while addressing growth strategies and financial security. As a family-run firm, we understand the unique challenges of business transitions and provide tailored solutions that align with both personal and professional objectives across generations.
Estate Planning Coordination
Our estate planning coordination service works with attorneys to ensure smooth asset transfers and tax-efficient wealth preservation. We provide cost-basis adjustments, inheritance planning, and charitable giving strategies. This service helps clients create lasting legacies while addressing current financial needs through a collaborative approach with legal and tax professionals.
People
Kristen E. Jackson
President & CEO
CFA charterholder with decades of experience leading wealth advisory services. Specializes in strategic financial guidance for high net worth clients while maintaining the firm's founding principles of fiduciary responsibility and long-term partnership.
Michael M. Evans
Executive Chairman
Founder with over 40 years of experience shaping the firm's investment philosophy. Established the guiding principle of 'Never give the client an assignment' that defines the firm's client-centric approach to wealth management.
John S. Ferraro
Senior Wealth Advisor
Experienced advisor specializing in estate planning and financial strategies for multigeneration families. Focuses on creating comprehensive solutions that balance current needs with long-term legacy goals through collaborative planning.
Patrick T. Evans
Senior Wealth Advisor
Specializes in working with business owners and physicians, developing tailored wealth management strategies. Brings extensive experience in navigating complex financial transitions while maintaining the firm's commitment to fiduciary responsibility.
Michael C. Loch
Chief Compliance Officer
Ensures regulatory compliance while providing wealth advisory services. Combines deep understanding of SEC regulations with practical experience in implementing the firm's fiduciary standards across all client interactions.
Questions
What services does Grant Street Asset Management offer?
We provide investment management, wealth planning, estate planning, retirement strategies, and institutional asset management tailored to high net worth individuals, families, and organizations.
How is Grant Street different from other financial advisors?
We combine 40+ years of experience with a collaborative approach, working with your existing professionals while maintaining a fiduciary responsibility to prioritize your interests in all decisions.
Do you work with clients outside Pittsburgh?
Yes, we serve clients nationwide from our offices in Pittsburgh, PA and Charlotte, NC, combining local expertise with nationwide reach.
How do you handle estate planning coordination?
We collaborate with attorneys to manage estate settlements, provide cost-basis adjustments, and implement tax-efficient wealth transfer strategies as part of comprehensive legacy planning.
What experience do you have with institutional clients?
We've managed assets for foundations and non-profits for over 20 years, developing investment policies that align with organizational missions while ensuring financial sustainability.
