About Us

Samuel J. Catanese

Investment Advisor Representative

Background

Samuel J. Catanese’s professional experience has focused primarily on business planning and development, tax planning, financial and estate planning, and management consulting for closely-held businesses, family-owned businesses and individuals. He serves as an advisor to a wide variety of companies in the healthcare, retail, real estate, construction, and professional service industries as well as not-for-profit organizations. He is an expert in the areas of mergers, acquisitions, corporate financial plans, business valuations and sales of businesses.

He is an expert in the management and administration of professional service companies and often performs profit plan engagements. These engagements involve evaluating the administrative and management procedures the firms under review and working with owners and managers to formulate efficient and effective operation systems.

Mr. Catanese is a frequent lecturer on topics such as strategic planning and business consulting and is often called upon as an expert witness when clients are in need of litigation support.

Education and Credentials

  • Bachelor of Science in Accounting, Shippensburg University
  • Harvard Business School, OPM 28 Graduate
  • Investment Advisor Representative, Series 65 licensed

Memberships in Professional and Civic Organizations

  • Member of the Board of Trustees at the Murtha Foundation
  • Member of the Board of Trustees at Camp Catanese
  • Member of Laurel Valley Golf Club and the Duquense Club
  • Member and former President of Sunnehanna Country Club
  • Former Chairman of the Board of Conemaugh Health System and the Board of Trustees for Good Samaritan
  • 2005-2006 interim Chief Executive Officer of Conemaugh Health Systems and Memorial Medical Center
  • Former Chairman of the Conemaugh Health Initiative
  • Former member of the Board of Trustees and Executive Committees for the following hospital boards: Conemaugh Health Systems and Memorial Health Center
  • Former member of the Westmont Hilltop School District Board
  • Former Committee member of Boy Scout Troop 217 and the Community Arts Center Board

Mary Lou Mandichak

Administrative Assistant

Education and Credentials

  • Certified IRA Services Professional (CISP) through the American Bankers Association Institute of Certified Bankers

Background

Mary Lou Mandichak has worked in the banking industry for 30 years, including 20 years in Retirement Services specializing in IRA’s.

Mary Lou has served as a church organist at St. Elizabeth Ann Seton Church in Windber, PA for the past 30 years.

She enjoys family time with her husband, Jim and 4 sons and 1 granddaughter.