Rick E. Pierchalski

“Success is where preparation and opportunity meet.”  Bobby Unser

Rick E. Pierchalski, Financial Advisor and Shareholder

Mr. Pierchalski is a founder of Medallion Wealth Management, Inc. and started his career in the securities industry in 1975 with Butcher & Singer, now part of Wells Fargo Advisors.  In 1985, he founded Berkowitz, Pierchalski, Inc. with William Berkowitz (later, BPU Investment Management, Inc.).  Rick started the CUvest Division of BPU and worked with credit unions as well as fraternal insurance companies in implementing their fixed income portfolios.  In 2000, Mr. Pierchalski developed BPU’s 401(k) retirement model which encompasses one-on-one participant advice, investment portfolio modeling and trustee fiduciary reviews.

Rick attended the University of Cincinnati, the Lessing Institute in Germany and the University of Pittsburgh’s Graduate School of Public and International Affairs.

Rick is actively involved in various community and nonprofit organizations.  Currently, Rick is the President of The Polish Cultural Council and the National Vice-President of The Polish American Congress. He formerly served on Allegheny County’s Regional Asset District Board and is a member of Pittsburgh’s Urban Redevelopment Authority’s Loan Review Committee.

Education

  • University of Cincinnati
  • The Lessing Institute in Germany
  • University of Pittsburgh’s Graduate School of Public and International Affairs

Certifications

  • FINRA Series 7, 24, 28, 51, 53, 63, 65, 99 Licenses

Mr. Pierchalski’s email is rpierchalski@medallion-wealth.com

Check the background of investment professionals on FINRA’s BrokerCheck