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About PVI

Built on trust,
driven by results.

Since 2015, Pine Valley Investments has grown from a bold idea into one of New Jersey's largest independent RIAs — guided by an unwavering commitment to fiduciary, client-first advice.

$2.6BN
Assets Under Management
1,800+
Clients Served
150+
Years Collective Experience
2015
Founded · Marlton, NJ
Our Story

A decade of extraordinary growth.

Founded in 2015 by Harry Morad and Joe Duncan, Pine Valley Investments has grown from a $30M startup into one of New Jersey's largest independent RIAs.

2015
PVI Founded — Harry Morad and Joe Duncan launch the firm, finishing year one with $30M AUM.
2016
$125MAssets Under Management
Robert Moore joins PVI from Morgan Stanley.
2017
$160MAssets Under Management
2018
$180MAssets Under Management
Jon Markoe & The Markoe Group join from Merrill Lynch.
2019
$370MAssets Under Management
Chris O'Neill joins PVI as CIO.
2020
$423MAssets Under Management
2021
$795MAssets Under Management
Kate Fay & The Fay Group join from Girard Investment Partners.
2022
$1.0BAssets Under Management
Nick Lampone joins PVI as CSO.
The PV Opportunity Fund, Series I, PVI's first private fund, is launched and managed by PV Capital, LLC.
2023
$964MAssets Under Management
Jason Braatz joins PVI from Merrill Lynch, forming Braatz Wealth Advisors (BWA).
Jim Vogt joins PVI from Tower Bridge Advisors.
Mark Magarian joins PVI from Wells Fargo.
2024
$1.7BAssets Under Management
2025
$2.1BAssets Under Management
Launched Magarian Fund, LP.
TODAY
$2.65BAssets Under Management
Why PVI

Big-firm resources.
Personal-level service.

An experienced team that doesn't just advise — it listens.

01
Client First, Always
As a fiduciary SEC-registered RIA, we are legally and ethically bound to act in your best interest — conflict-free advice, period.
02
Proven Risk Management
Disciplined, customized strategies with real-time portfolio monitoring focused on risk-adjusted returns across all market cycles.
03
Comprehensive Planning
From investment management to tax strategy, estate planning, and retirement — we integrate every dimension of your financial life.
04
Institutional Access
Our scale unlocks private equity, venture capital, and proprietary fund strategies typically reserved for institutional investors.
★
USA Today Best Financial Advisory Firms 2025 Pine Valley Investments has been recognized as one of USA Today’s Best Financial Advisory Firms.

The rankings were determined based on two dimensions: (1) Peer/Client Recommendations — collected via an independent survey sent to over 20,000 clients and financial advisors; and (2) Growth of Assets under Management (AUM) — analyzed both short (12 months) and long-term (5 years) based on publicly available data. Pine Valley Investments did not compensate USA Today for this award.