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D.B. Root & Company

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436 Seventh Avenue

Pittsburgh, Pennsylvania 15219

Telephone: 412-227-2800

Year firm founded: 1994

Number of planners: Six (all CFPs)

Number of clients: 350 households

Assets under management: $950 million

Compensation: Fee-based

Broker/dealer: Commonwealth Financial

David B. Root, Jr., CEO

E-mail: [email protected]

Previous incarnations: President, Bill Few & Associates; Muhlenkamp and Company; president of the Pittsburgh Hornets – AAA Hockey Association

Education: University of Michigan

Professional designation: CFP

Interests: director of finance for Asian American Institute for Research and Education (ASIAM); member of the President’s Council for the Pittsburgh Theological Seminary

Carrie Coghill Kuntz, president

E-mail: [email protected]

Previous incarnations: Shearson Lehman Brothers; Butcher & Singer, Inc.; Bill Few Associates

Education: Robert Morris University, concentrating in finance and organizational studies

Publications: The Newlyweds’ Guide to Investing & Personal Finance and What’s Your Investing IQ (author) and Getting Started in 401(k) Investing (contributor)

Professional designation: CFP

Interests: past president of the Pittsburgh chapter of the Financial Planning Association; named to Barron’s Top 100 Financial Advisers (2005, 2006, 2007)


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