Marissa Leigh Halchak

Ms. Marissa L.
Halchak is an Associate Wealth Advisor at Kraft Asset Management LLC.
In this role, she performs client service responsibilities that include account opening and maintenance, as well as client communication.
Additionally, Ms. Halchak assists the KAM wealth advisors with the management of client relationships and portfolios.
She actively participates in the advanced planning process to address retirement, estate, and tax considerations.
She then uses this information for investment plan development, portfolio design, and the implementation and management of client portfolios.
She has over nine years of experience in financial services Before joining KAM, Ms. Halchak served for six years as a registered financial assistant at a wealth management firm in Pittsburgh, PA, where she acted as client liaison and serviced more than 1,100 accounts.
She also possesses multiple years of experience as a portfolio analyst, which entailed identifying market trends, compiling data, and advising on portfolio strategy for clients.
She received her B.S., Actuarial Science, with a minor concentration in Applied Mathematics from Robert Morris University.