Gina Marie Kovatch

Employer firm

Oakmont Capital Management, LLC CRD 128939

$3.09B regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → 11/2016
  Trustmont Financial Group, Inc.
  Greensburg, PA
• 05/1999 → 11/2016
  J.E. Harris & Associates
  Greensburg, PA
• 12/2016 → Present
  Oakmont Capital Management, Llc
  Oakmont, PA

Previous Registrations

• 2015-12-10 → 2016-12-01
  Trustmont Advisory Group, Inc.
  Greensburg, PA
  Greensburg, PA

Other Businesses

CAMEO APPEARANCE IN TELEVISION COMMERCIAL FOR EAT-N-PARK RESTAURANT WITH DAUGHTER. PAID FOR APPEARANCE. NON-INVESTMENT RELATED. 0 HPM ONGOING DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-10
• S63 Uniform Securities Agent State Law Examination
  2002-02-11