A history of high standards

 

Founded by Robert J. Lohman, CFP® in 1988, Commonwealth Advisory Group is an independent Registered Investment Advisor based in Pittsburgh, PA. Our firm is built on a solid foundation of strong personal relationships, consistent communication, and a dynamic investment process that results in objective, customized advice focused solely on the best interests of our clients.

Our dedicated team works with every client on a highly individual basis, always striving to
simplify complex financial decisions and deliver trusted advice based on knowledge,
experience, and a passion for excellence. These attributes—combined with our commitment to serving every client with absolute integrity—have earned us the privilege of serving as a trusted advisor to our clients nationwide.

We invite you to contact us to speak to one of our advisors and learn how we can help you reach your financial goals.

 

Robert J. Lohman, CFP®
Chief Investment Officer & Principal

Robert graduated with High Honors (Cum Laude) from Ohio University in 1976 and received his CFP designation in 1989. He founded Commonwealth Asset Management in 1988, a Pittsburgh-based financial services firm specializing in comprehensive financial planning and investment strategies. Bob founded Commonwealth Advisory Group, Ltd., in 1993 and began a custodial relationship with Charles Schwab Institutional in 1994. In addition to being Chief Executive Officer, he is responsible for development and implementation of the overall investment management process and also shares responsibilities for client relations.

 

Randy G. Hillier, CRPC®
Investment Advisor Representative

Randy has been a member of Commonwealth Advisory Group, Ltd., since 2004 and has more than 18 years of experience in the financial services industry. Randy successfully transitioned the leadership and teamwork skills he developed in the National Hockey League to a career in wealth management consulting. In addition to serving as Business Development Director of the firm, he shares responsibilities for marketing and client relations.

 

Michael R. Doman
Investment Advisor Representative

Mike has been with Commonwealth Advisory Group, Ltd., since 2005 and has more than 26 years of experience in the financial services industry, dating back to Paine Webber in 1985. He graduated from the University of Pittsburgh with a Bachelor of Science degree in 1980. His primary duties include account management, research, and investment management, and he shares the responsibility for client relations.

 

 

 

 

Jonathan R. Lohman
Investment Advisor Representative

Jonathan joined the firm in July, 2011 after graduating from Penn State University.  He completed his Postgraduate Certificate of International Finance in September 2013. Jonathan also received his Executive Certificate in Financial Planning from Duquesne University in 2015, and plans to take the CFP Exam in 2016.  His primary responsibilities at the firm include individual client services, client relations, portfolio management, and financial planning.

 

Lisa Stein
Vice President of Operations

Lisa has been with Commonwealth Advisory Group, Ltd., for more than 20 years. Her responsibilities include a wide array of support and operational services, including new accounts processing, individual client services, and liaison with custodians of client assets.  Lisa has been an extremely valuable member of Commonwealth Advisory Group team for many years, as she ensures the operations of the company are running efficiently.  

 

 

 

 

William C. Burnette
Investment Advisor Representative

Bill graduated from East Carolina University in 1984 with both Finance and Marketing degrees.  He has 30 years of investment management experience serving high net worth individuals and non-profit entities.  Bill also assists in Commonwealth's investment management process, client relations, and new business development.

 

 

 

Jodi M. Amos
Investment Advisor Representative

Jodi began her investment and finance career in 1989.  Prior to joining Commonwealth Advisory Group, Jodi spent over 20 years working with affluent individuals in bank Trust Departments, serving as a Senior Wealth Management Advisor.  Jodi is a graduate from the University of Pittsburgh’s Katz Graduate School of Business where she earned her MBA in Finance in 1990.  Jodi has been a member of the Estate Planning Council in Pittsburgh for several years and has and continues to serve as a Board Member for numerous non-profit organizations in Pittsburgh.  Jodi’s primary role at Commonwealth Advisory Group is to provide investment management services to individual clients.

Jenna Giordano
Wealth Management Administrative Assistant

Jenna has 4 years of financial experience and is a licensed notary. Her responsibilities include a wide array of client services, and assisting the team in the processing of financial documents.  Jenna works closely with Lisa Stein, ensuring operations are running smoothly and efficiently.