Skip to Main Content


Asset Management

Meet Aleece Dye - AVP Trust & Business Development Officer. Contact aleece.dye@pebo.com or 740.885.7259.

 

Meet Our Team

We have a team of qualified experts ready to assist with any investment services you may need!

Learn More

No matter where you are on your journey, we can help you get there

 

Let us help you!

With over 100 years of fiduciary experience and over $3 billion in assets under management & administration, Peoples Trust and Wealth Management provides financial planning for clients in 43 states and 6 countries.

Learn More

Two people smiling in construction gear

 

Invest in Community

We strive every day to put the community in community bank.

Learn More

Asset Management

Our goal is to provide client accounts with less volatility than the overall markets. Each portfolio is geared to meet the financial needs of each client.

Asset Management

Why choose Peoples?

• Dedicated, local investment team with 50+ years of experience

• We continuously monitor the economy and financial markets

• We conduct due diligence research on investment managers

• Enjoy regular meetings with your local expert to update market and portfolio performance

What makes Peoples different?

• We have a local team of experts - you get personalized service

• Client specific financial solutions

• No hidden fees

• Enjoy all the benefits of a community bank - we have the ability to solve many different financial needs

Partner with us and receive:

• Customized Portfolios to Meet Financial Goals and Objectives

• Investment Selection Based on World Recognized Independent Research

• Team of Local Investment Professionals that Screen, Construct, and Monitor Portfolios

• Disciplined, Long-term Approach

• Investment Management and Advice

Investment Team

Shaun Kiser

Shaun Kiser, SVP, Chief Investment Officer

Shaun has more than 22 years of experience in the financial services industry. He earned his Bachelor of Arts and an Master of Business Administration from Morehead State University. He is a Certified Financial Planner™. Shaun is on the board and is the former treasurer of the Russell Independent Schools Endowment Foundation. He is also a member of the Huntington Estate Planning Council and the Ashland Rotary Club.

Email: [email protected]
Phone number: 606.834.3027

Scott Keller

Scott Keller, VP, Investment Officer

Scott is a Vice President, Investment Officer.  Scott has over 30+ years of experience in the financial services industry. His responsibilities include portfolio management, investment research and client communications.  Scott earned a Bachelor of Business Administration degree in finance from the University of Cincinnati. He holds the Chartered Financial Analyst designation

Email: [email protected]
Phone number: 606.834.3027

Sergiy Pyda

Sergiy Pyda, Investment Specialist

Sergiy is a Investment Specialist in the financial services industry. His responsibilities include portfolio management of client accounts, economic research,investment analysis, and client communications. Sergiy is also a recent graduate of the Professional Development Program, which provided him with the opportunity to work in the main departments of the bank. This enhanced his fundamental understanding of the financial industry and allowed him improve his operational and client-facing skills.

Email: [email protected]
Phone number: 740.885.7242

Leigh Ann Maynard

Leigh Ann Maynard, Investment Assistant

Leigh Ann Maynard is an Investment Assistant who has 25+ years of experience in the financial services industry.  Her primary responsibilities include supporting the investment officers, securities trading and investment research.  Leigh Ann earned a Bachelor of Business Administration degree in Management from Morehead State University.  

Email: [email protected]
Phone number: 606.834.3028

INVESTMENT PRODUCTS ARE NOT INSURED BY THE FDIC. NOT  DEPOSITS OR OTHER OBLIGATIONS OF THE BANK AND ARE NOT  GUARANTEED BY THE BANK; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS  

Copied!
^TOP
close
ModalContent
loading gif