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- Custodian
- Charles Schwab & Company ยท Comerica Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-26-2013
- Office Locations
- 2
Office Locations
About Steel Tower Investments
Steel Tower Investments is a boutique Pittsburgh-based advisory firm providing investment management alongside tax and estate planning strategies and family office services, with particular expertise serving ultra-high-net-worth families. The team takes a cross-disciplinary approach, working with CPA and estate attorney partners to manage risk, cash flow, and tax efficiency. Portfolios are built on an open-architecture platform with affiliate asset-management support, using ETFs and fixed income as core tools.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ELIZABETH ANN URISH
Advisor, Chief Compliance Officer
- CRD
- #5542282
- Ownership
- Less than 5%
KENNETH LYNN URISH
Managing Partner
- CRD
- #5352005
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SAUNDRA Jane GIBSON GENONI
--
- CRD
- #2390180
BRADFORD WILLIAM HESS
Financial Advisor
- CRD
- #5936696
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,553,013 | $1,428,470 |
| Non-Discretionary | $97,412 | $97,412 |
| Total | $258,650,425 | $1,421,156 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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