Walt Mancing, JD, AAMS^TM
Senior Vice President/Investments

(724) 728-0436
mancingw@stifel.com

Walt has been helping his clients successfully navigate the complex financial landscape since he began his investment industry career more than 20 years ago. He is the leader of the Mancing Wealth Management Group, a Stifel wealth management team that serves clients nationwide. Walt has been recognized for his wealth management capabilities both from within and outside of Stifel and. Walt has qualified for Stifel’s Chairman’s Council* every year since he joined the firm in 2009 and has been named to the 2024 Forbes Best-In-State Wealth Advisors list.*

Walt earned a Bachelor of Science in Economics from the Wharton School of Business and a J.D. from the University of Notre Dame Law School. Prior to his career in the investment industry, he was a litigator in Los Angeles and worked in the entertainment industry before his family brought him back to Pennsylvania in 2003. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses. In addition, he earned the Accredited Asset Management Specialist^TM designation from the College for Financial Planning in 2004.

Walt is an active member of the community, currently serving as a member of the endowment investment committee of the board of trustees for The Ellis School, an all-girls academy in Pittsburgh. He has previously been a volunteer coach for elementary and middle school cross country, as well as his community’s summer softball league. A lifelong singer and musician, he has sung in the California Philharmonic Chorale (2020), the SoCal Chorale with the Los Angeles Film Orchestra (2022), and the Golden State Pops Orchestra (2023).

An avid home cook, Walt finds his greatest joy perfecting old family recipes with his wife, Joan, and two children, Sofia and Gisele, at home in the suburbs of Pittsburgh.

*Chairman’s Council qualification is based on being among Stifel’s top-producing financial advisors. The 2023 Chairman’s Council consisted of 240 financial advisors, who were recognized from among nearly 2,300 Stifel financial advisors across the nation.

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

Carly Lyons
Resident Manager
Client Relationship Manager

(724) 371-3966
lyonsc@stifel.com

Carly has more than 25 years of investment industry experience. Prior to joining Stifel, she began her financial services industry career as a Customer Service Representative for Sky Bank before she moved to A.G. Edwards, where she served as a Registered Sales Assistant. In 2006, Carly joined UBS Financial Services Inc., in Beaver’s branch as an Operations Coordinator, before earning the title of Branch Operations Manager.

Carly holds Series 7, 9 & 10, and 66 securities licenses.

Ashley Hartz
Client Service Associate

(724) 371-3964
hartza@stifel.com

Ashley joined Stifel and the Mancing Wealth Management Group in 2019.

Ashley earned a B.A. in Media Studies from Penn State University and brings years of marketing experience. She is responsible for directing the team's client contact and marketing functions.