Experienced Owner-Consultants Guide Client Decisions

The Owner-Consultants at BilkeyKatz are experienced CFA’s who work closely with each client. They are assisted by a professional staff which had successfully worked together for more than twelve years at Terry Bilkey’s former consulting firm.

Terry Bilkey, CFA, has worked for more than twenty years in the investment consulting business. Butcher & Singer’s Fiduciary Consulting Group, the first company with which he consulted, was one of the initial consulting firms to emerge from the ERISA Act of 1974. Terry became Partner of the successor firm, where he managed more than 50 client relationships that included corporate, endowment, and hospital funds, along with investments of high net worth individuals. Terry also worked at Advanced Investment Management in Pittsburgh, developing a new product, a fund-of-funds hedge fund program. Terry currently is a Board Member of the Blood Science Foundation in Pittsburgh, has served as an expert witness, has been published numerous times in various industry publications, and is often asked to be a guest speaker at various industry events.

Jerry Katz, CFA, also started at Butcher & Singer’s Fiduciary Consulting Group and spent the rest of his fifteen years in the consulting business at Terry Bilkey’s former firm. As a Senior Consultant, he managed more than 35 client relationships, including corporate, endowment, health care and Taft-Hartley funds. Jerry subsequently worked on the Plan Sponsor side at DQE (Duquesne Light) as General Manager-Trust Investments & Risk Management and oversaw DQE’s Pension, Black Lung, Nuclear Decommissioning Trust, and 401(k) Plans.

Darrin K. Duda, CFA, CAIA, was formerly the Manager of Investor Relations & Trust Investments for Duquesne Light Company, where he had investment oversight of over $1 billion of qualified plan assets, including the Pension, Black Lung, and 401(k) Plans. Darrin has a broad-based investment background, including portfolio management, investment consulting, and as a plan sponsor. He also worked as a Senior Consultant at Yanni Partners and as a general financial consultant to Gateway Health Plan, L.P.

Employment

Certifications/Education

Elda J. Bertan also began her consulting career with the Fiduciary Consulting Group, working closely with Terry and Jerry in various capacities, including Associate Consultant. Subsequently, she was employed as a Trust Officer at PNC Corporation in its 401(k) administration department, and worked as an independent contractor for small financial services organizations. Elda is the Firm's Chief Compliance Officer and is responsible for BilkeyKatz’s day-to-day operations and quality control.

Sylvia Stehlik also has a long-term relationship with the professionals at BilkeyKatz, working with them for approximately sixteen years at Terry Bilkey’s former consulting firm. Sylvia has extensive experience that includes data reconciliation and trading activities for several well-known investment management and consulting firms. Sylvia is responsible for performance measurement and data reporting for BilkeyKatz’s client base.

Jackie Low has been with our Firm since February, 2005. Jackie also previously worked at Terry Bilkey’s former consulting firm for nine years. She is a well-rounded, complementary addition to our professional staff with experience including administrative, office management, and computer support.

Employment

Shelvia Gilmore is the newest addition to our professional staff, joining BilkeyKatz in February, 2009. Shelvia works in an administrative capacity, assisting Elda Bertan with various administrative support functions.

Employment

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