Our Advisors

Our Advisors

Click on the photo or name of the any of our advisors to learn more about their experience and credentials. 

Michael J. Ward, LUTCF, ChFC®, AIF®

Founder and President

Michael is founder and president of Wealth Management Partners, LLC, a Pittsburgh based wealth management firm. Prior to establishing WMP in 2001, Michael was the associate managing director of the Acacia Financial Center of Pittsburgh. During his 16 years with Acacia, Michael held a variety of management positions.

Michael is a registered representative, Investment Advisor Representative and securities principal with Commonwealth Financial Services® (Member FINRA/SIPC). 

In addition, Michael is a Chartered Financial Consultant®, holds the Accredited Investment Fiduciary® (AIF®) designation, and maintains FINRA Series 7, 24, 63, and 65 securities registrations. Michael’s primary focus is providing financial and investment advice based on client’s long term goals and objectives.

Michael lives in Beaver, PA with his wife and two children. He is a member of the Saints Peter and Paul Church finance council and the Brighton Township zoning board. His hobbies include skiing, boating and family time.

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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Eric E. Elek, CFP®

Wealth Manager

Eric is the founder and president of Elek Wealth Management, LLC and has been a registered representative of Commonwealth Financial Network® (Member FINRA/SIPC), since 2001. Prior to joining Commonwealth, Eric was a registered representative with The Advisors Group.

Eric is a CERTIFIED FINANCIAL PLANNER™ professional holding FINRA Series 6, 7, 63, and 65 securities registrations, and is life, health and accident insurance licensed. Eric helps high-net-worth individuals design a financial plan that is tailored to their unique situation while managing investable assets in a broadly diversified manner.

Eric graduated from Texas A&M University with a BS in finance. While at Texas A&M, he was a nationally ranked tennis player on the Aggie tennis team. The relationships that were initially created at A&M gave Eric the opportunity to build a strong client base in Texas to complement his Western Pennsylvania client base. Along with tennis, Eric; his wife, Elizabeth; and son, Henrik, love to explore the great outdoors of Western Pennsylvania, with their primary residence in Ligonier, Pennsylvania. Elizabeth and Henrik also enjoy the opportunities to accompany Eric on his regularly scheduled trips to Texas to visit friends and family.

Office Location:
112 North Market Street, Ligonier, PA 15658
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Sumant S. Lall, MBA, CFP®

Financial Consultant

Sumant is a registered representative of Commonwealth Financial Network®(Member FINRA/SIPC) since 2002. Sumant earned his undergraduate degree in math from St. Stephens College, his MBA from the Xavier Institute, and his MS in industrial engineering from the University of Pittsburgh. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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John Yee, MBA, AIF®

Wealth Manager

John has been a registered representative of Commonwealth Financial Network® (Member FINRA/SIPC) since 2002. Prior to his work in the financial services industry in 1992, John held a number of engineering and management positions for a multinational company.

He holds the Accredited Investment Fiduciary® (AIF®) certification and maintains securities registrations in a number of states. He also holds life, health, and accident insurance licenses.

John’s practice focuses on wealth accumulation, orderly income distribution, and wealth transfer for high-income and high-net-worth families.

He is a graduate of Carnegie Mellon University, the University of Pittsburgh, and Kent State University with a BS in sciences/engineering and an MBA. An Army veteran, John is also a graduate of the U.S. Army Command and General Staff College at Fort Leavenworth, Kansas.

John and his wife, Susana, live in Beaver, Pennsylvania. They are the parents of three grown children and proud grandparents to three boys.

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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Melissa S. Maxwell, CFP®, CLTC

Wealth Manager

Melissa (Missy) is an original member of Wealth Management Partners, LLC, since the firm's inception in November 2001. She enjoys assisting WMP clients with all aspects of the financial planning process to help them achieve their goals. She graduated from the University of Pittsburgh with a BS in psychology/business. Melissa is a registered representative of Commonwealth Financial Network®, (Member FINRA/SIPC) and holds FINRA Series 6, 7, and 63 securities registrations. She is life, health, and accident insurance-licensed. In addition, Melissa holds the CERTIFIED FINANCIAL PLANNER™ certification and is Certified in Long-Term Care (CLTC).

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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R. Ashley Webb, MBA, AIF®, CFP®

Wealth Manager

Ashley focuses on what he calls elegantly simple financial planning. He has refined this process through his diverse background as a financial advisor. It includes work experience in the insurance industry as a financial services representative for New England Financial and previous investment research experience at a Pittsburgh-based financial advisory firm. 

Ashley holds an MBA from California State University in Bakersfield, California, and a BA from Westminster College in New Wilmington, Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER™ professional, is life, accident, health, and disability insurance-licensed, and holds FINRA Series 7, 63, and 66 securities registrations through Commonwealth Financial Network®.

Ashley and his wife, Abi, currently reside in the historic Allegheny West community of Pittsburgh, Pennsylvania.

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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Antonio Loffreda-Mancinelli, MBA, AIF®

Financial Consultant

Antonio is an investment consultant with Wealth Management Partners, LLC. Prior to establishing a practice with Wealth Management Partners, LLC, Antonio worked as a financial analyst at Ayco, a Goldman Sachs Company, and as a vice president at BNY Mellon.
 
In addition, Antonio received a BA from Washington & Jefferson College, a master's in public and international affairs majoring in global political economy, a certificate in advanced studies on Asia from the University of Pittsburgh, and an MBA from Carnegie Mellon University with concentrations in finance, organizational behavior, and entrepreneurship. He holds the Accredited Investment Fiduciary® (AIF®) certification and maintains FINRA Series 7, 63, and 65 securities registrations, which are held through Commonwealth. As a licensed insurance agent and investment consultant, Antonio enjoys helping clients create a comprehensive financial plan by assisting them with asset management, retirement needs, and estate planning.
 
He currently lives in Shadyside, Pennsylvania. His hobbies include playing soccer, skiing, and enjoying family time.

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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Brendan Ward

Wealth Manager

Brendan joined Wealth Management Partners LLC as an investment research assistant in January 2011. After graduating from Franklin and Marshall College in Lancaster, Pennsylvania, he worked as a financial solutions advisor at Merrill Lynch.

Brendan holds FINRA Series 7 and 66 securities registrations. Brendan is Michael’s second oldest nephew. He resides in Lawrenceville, and his interests include all Pittsburgh and some Philly sports.

Office Location:
790 Holiday Drive, Pittsburgh, PA 15220
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Dan Smith

Wealth Manager

Daniel is a registered representative of Commonwealth Financial Network®(Member FINRA/SIPC) since 2002. Dan earned his undergraduate degree in business and economics from Buena Vista College and his MBA from Drake University. He and his wife, Jan, reside in New Freeport, PA.

Office Location:
265 Herrods Run Road, New Freeport, PA 15352
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Karen Cartwright

Financial Consultant

As a Financial Consultant, Karen Cartwright is committed to helping her clients build personal financial wealth and plan for a fulfilling retirement.  Karen believes that no single approach is right for every client and implements a foundation based on professional expertise and prudent investment allocation guidelines.

Listening skills, integrity, communication and customer service form the core values of her business practice.

Karen began her career in 1988 and has held numerous and diverse roles in the financial services industry.  She holds FINRA registration series 6 ,63, 65, 7, 24 and 51 as well as life and health insurance licenses. She is a graduate of the Pennsylvania State University.

Karen resides in Pittsburgh where she avidly follows professional sports.  In her time away from the office, she also enjoys golf,  Krav Maga, falconry and spending time with family and friends.