Biography

 

  

Professional Profiles

Bob Agel, Senior Vice President, is a veteran of the investment business with 40 years of experience behind him. In June 2001, Bob sold his financial advisory firm to McDonald Investments and joined their Albany office. When it was announced that McDonald Investments had been sold to UBS, Bob and his team left McDonald and moved to PKS Investments.  Bob is a non-practicing attorney who also holds his CPA, CLU and ChFC designations. Bob is a past president of the Estate Planning Council of Eastern New York, the New York Society of CPAs (Capital District Chapter), and the International Association of Financial Planners (Capital District Chapter).  Bob is a prior member of the Eastern NY chapter of the Society for Financial Professionals (SFSP).  Bob is also a board member of the Capital District Sports Foundation.


 As a CFP®, Marc Agel is committed to designing customized, goal-oriented investment strategies for his clients. Where clients are looking for a dedicated professional to provide both financial planning and comprehensive investment management, Marc is capable of providing a custom-tailored solution.  Prior to joining PKS Investments, Marc worked for McDonald Investments, Putnam Investments, New York Life and Fidelity Investments. He holds his Series 6, 63, 65 and 7 licenses and is a graduate of Hartwick College.  Marc obtained his CFP® designation in 2005.  Marc has been a member of the Society for Financial Service Professionals (Eastern New York chapter) since 2004 and had been a member of the that organization's board from 2007-2011, serving as Chapter President in 2012.


Susan Hart, CFP® is a Financial Advisor born and raised in the Capital Region. Since obtaining her CFP designation in 2004, she has been committed to helping individuals and families achieve their financial goals through a disciplined approach to each client’s unique situation.  Susan’s clients can expect to receive personal service every step of the way and objective advice that is not tied to a particular investment product.  Susan graduated from Siena College with a B.S., Finance degree. She is a prior member of the Society for Financial Service Professionals (Eastern NY chapter) and Women in Insurance & Financial Services.


Lori G. Murphy, is a Financial Advisor who is committed to working closely with clients to develop a customized financial plan in coordination with an investment management strategy to help clients reach their financial goals, without taking unnecessary investment risks.  Lori holds her Series 7, 63, 65, and Life, Accident and Health Insurance licenses and is an Ithaca College graduate with a B.S. Management degree.  Prior to joining PKS Investments, Lori was a budget analyst for New York State.