I have experienced events in my life that led me into the business providing Financial Advice. I watched my father lose his job to the economic downturn of the 1970’s. I saw first hand how important it was to be prepared for whatever life throws at you – both the good and bad. The fact that my parents were prepared financially and did not let emotions change their plan enabled them to successfully navigate their family, which included myself and three brothers. It was through that difficult time and in dealing with adversity that gets me out of bed each morning and excited about helping others.
Often emotions get in the way of making the best decisions. I work with individuals to help them make financial decisions that will affect every aspect of their life, from growing their nest egg, to creating retirement income, to planning for their kids and grandkids, to managing for their financial longevity, and to their charitable giving. In other words, work to increase their net worth and reduce their worry, but ultimately provide them peace of mind and the ability to focus on what matters to them.
The Financial Services Space is one like everything else around us is ever changing. On top of an overabundance amount of complex products, services and companies competing for your time and demand, the choices are infinite. My clients rely upon me to stay up to date with the best in class offerings and bring to them a simplified approach to not only the current changes but to serve in their best interest on future areas of opportunity and concern.
It is through our experiences in life and within the professional world which allow us to grow and gain our expertise. I have navigated a diverse background of roles in my 29+ Years within the Financial Services Industry. It is through these experiences, roles and relationships that I bring a full network and array of disciplines that allow me to be an expert in a number of specialties within my profession.
Summary of Experiences
As the former Director at Adair Financial Group, Dale Dominick was responsible for overseeing the portfolio construction and selection asset classes for the office in regard to the asset management side of the firm.
A graduate of West Virginia University with a Bachelors of Science degree in Business Administration with an emphasis in Finance, Dale received a Masters of Business Administration with an emphasis in Finance from Duquesne University, Pittsburgh, PA. He is a Chartered Financial Analyst, an Accredited Investment Fiduciary®, and holds the Series 7 & 66 registrations, as well as Life, Accident & Health licenses. Dale comes to the Dominick Financial Group team with an extensive background in financial services, a leader in the industry since 1991.
As Functional Head Investment Officer, Vice President of PNC Financial Services, Dale was responsible for managing complex fiduciary, agency and individual retirement accounts, and alternative investment products, as well as overseeing all other investment officers on his team. He developed, communicated and executed tailored investment strategies for high-net worth individuals, and quarterbacked a team of experts in financial and estate planning, banking services and trust services. As Portfolio Manager for Cookson Peirce & Co., Dale evaluated, reviewed and implemented asset allocations for portfolios, and selected equities, fixed income and mutual funds for portfolios of high net worth individuals and their families. Prior experience, with Yanni-Bilkey Investment Consulting, and with Mellon Bank, included preparing and presenting quarterly performance reports for corporate and non-profit clients’ Pension Funds, Endowments and Foundations, as well as creating and implementing investment policy objectives, and acting as a liaison between internal clients and the investment consulting department.
Family and Community Involvement
Dale is also on the board of directors for Pittsburgh Cares and Freedom Life Center. Dale has a lovely wife, Tracy, of over 25 years and three children Sydney, Gabriel, and Abigail. With his strong leadership skills and extensive background in financial services, Dale is well suited for helping clients plan and achieve their investment & retirement goals.