An experienced team that
listens first.

Co-founded Pine Valley Investments in 2015. Harry's vision of a client-first, independent advisory firm has driven PVI from $30M to over $2.65B in assets under management.

A founding partner of PVI, Joe brings decades of wealth management experience and serves as a cornerstone of the firm's investment philosophy and client relationships.

Michael oversees the financial operations and strategic direction of Pine Valley Investments, ensuring the firm's continued growth and fiscal strength on behalf of clients.

Joined PVI in 2022 to lead investment strategy. Chris brings institutional rigor to portfolio construction, manager selection, and risk oversight across all client accounts.

Joined as CSO in 2022, Nick oversees firm strategy, business development, and the curated professional network that gives PVI clients access to best-in-class resources.