Karen Ann Iannucci

Employer firm

Ilg Private Wealth, Inc. CRD 292267

$82.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2019 → Present
  Ilg Private Wealth, Inc.
  Washington, PA
• 10/2012 → Present
  Upmc
  Pittsburgh, PA

Other Businesses

Ms. Iannucci is a project director in the Corporate Compliance Department of the insurance division services of UPMC. She devotes approximately 40 hrs/week on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-24