Pam is the Operations Manager at Haire Wealth Management, a position she has held since its establishment in 2004.
Her responsibilities include processing new business operations, facilitating the account transactions for existing clients, preparing portfolio updates for client meetings, and assisting with the wealth planning process.
In 2013 Pam earned her Financial Paraplanner Qualified Professional designation from the College of Financial Planning. Individuals who hold this designation have completed a course of study encompassing the financial planning process and concepts as well as an internship. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. FPQP® designees can effectively identify, analyze and recommend investments that are appropriate for individual’s diverse needs while working with the financial planner.
Originally from Derry, Pennsylvania (near Pittsburgh), she is an avid Steelers fan. She enjoys spending time with family and friends, traveling, attending concerts, and taking walks with her dog Stella.
Pam holds a degree in business administration with an emphasis in economics.
Registrations held by Pam:
- Financial Paraplanner Qualified Professional (FPQP®)