About

Dan graduated from Gannon University with degrees in Economics and Japanese. His graduate studies were done at Obirin Daigaku (University) in Tokyo, Japan where he specialized in International Economics as well as the University of Chicago Graduate School of Business. Upon graduation, Dan took a job in Chicago as a floor trader at the Chicago Board of Trade where he specialized in trading interest rate derivatives, primarily in the US bond markets. He held a seat on the exchange for 12 years after which he was transferred to Tokyo where he traded all types of international interest rate derivative instruments for a major investment bank.  Upon his return to Chicago, he founded Associated Trading Partners (ATP), an interest rate derivative and equity hedge fund that he ran for five years. ATP was purchased by an investment bank based in London, UK where he spent the next two years running the firm.  Dan eventually made his way back to Erie where he found his way to Wedgewood Investors and became became President of the firm in 2011.  Outside of work, he is the proud father or four daughters (and three dogs) and spends his free time outdoors as much as possible and participates in many types of endurance sports.

Michael pursued his academic journey at Gannon University, where he earned two undergraduate degrees – one in Finance and the other in Marketing. His dual expertise in these fields laid the groundwork for a dynamic career in financial planning and business management. Prior to his career at Wedgewood Investors, Michael spent four years in the financial field, most recently as a Financial Advisor. In addition to his career in Financial Services, Michael also works as the Vice President and Financial Council for Fisher Security, a local unarmed security guard company in Erie. In his free time, Michael enjoys an active lifestyle playing golf, skiing, fitness training and spending time with his friends and family.

Melanie has been in the finance/accounting field for over 29 years and has worked at Wedgewood for 22 years. Before Wedgewood, she worked at Erie Petroleum as Accounting Supervisor. She attended Gannon University concentrating in Business. In her position she focuses on client relationships and day-to-day operations of the firm. She has been married for 33 years and is the mother of 3 children and has one grandchild. Most of her personal time is occupied spending time with family and friends. When she can, likes to get creative with crafting and do-it-yourself projects.

Shelly has been in the finance arena for over 35 years and has worked for Wedgewood Investors for 25 years. Before Wedgewood, she worked in Treasury Department at Lord Corporation. She attended Villa Maria College concentrating in Auditing and Accounting. In her position she focuses on client relationships and day-to-day operations of the firm. Her hobbies include playing bocce, cross stitch, and spending time with her children and grandchildren.

Celeste attended Edinboro University of Pennsylvania where she obtained her undergraduate degree in Criminal Justice accompanied by a double minor in Sociology and Psychology. Her knowledge in these fields translates into customer relations by addressing clients’ specific situations and the methodology that will best support their individual needs while staying within the parameters of compliance. Prior to Celeste’s onboarding with Wedgewood Investors, she worked in the customer service-based industry for over five years, learning how to efficiently problem solve on short notice. In her time off, Celeste partakes in several outdoor activities including winter sports, hunting, camping, and of course spending time with family as often as possible at Sunday dinners.