Carl J. Hartman
Carl J. Hartman is the Senior Vice President, Principal, and Senior Investment Officer of DiNuzzo Index Advisors, Inc. which has operated as an SEC Registered Investment Advisor since 1989 and currently manages $780 million in assets under management as of December 31, 2019. Carl joined the firm in 2007, with the objective of joining a “Fee Only” Wealth Management Firm that was focused on offering their clients sound objective investment and financial planning under a fiduciary standard. Carl was a key component in DiNuzzo Index Advisors, Inc., being awarded the “#1 Best Places to Work” in Western Pennsylvania/Pittsburgh in 2008, 2013 and 2016 by the Pittsburgh Business Times. Additionally, Carl has been awarded the prestigious multi-year designation as a FIVE STAR Wealth Manager. The award is given to wealth managers in Pittsburgh and across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.
He has been a licensed representative in the investment field for the past 20+ years. He was previously employed by Charles Schwab & Co. Inc., where he was assigned to handle many service and investment related issues with a diverse client base of over 400 clients. He worked side by side with the Schwab Private Client and Advised Investing Team in helping his clients with their asset management and financial planning issues.
Carl has devoted expertise at DiNuzzo Index Advisors, Inc. (DIA) to Institutional Style Index Investment Management, Financial Planning and Business Development; he has perfected his communication skills to convey our business philosophy to prospective clients. His vast experience in the financial planning segment allows prospective clients an additional benefit when researching individual investment firms. Carl’s clear, concise approach to business development and our mission has added value to our firm and clients. His sincere belief in the primary objective at DIA of addressing the clients’ planning needs, objectives and goals is a perfect fit for the firm.
Carl earned a BS (Bachelor of Science Degree) in Business Administration from Duquesne University and a Private Pilot Certificate from Kent State University. Carl is a member of the Financial Planning Association (FPA). Carl has also completed the comprehensive and in-depth Professional Advancement program and classes at Duquesne University and achieved their Executive Certificate in Financial Planning designation. He has also achieved his ChFC® (Chartered Financial Consultant®) designation through The American College of Financial Services. In 2014, Carl became a member of The Pittsburgh Society of Investment Professionals (PSIP).
In 2014, Carl was awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF® Designation signifies specialized knowledge, fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Designation includes an agreement to abide by the Code of Ethics. On an ongoing basis, Designees are required to complete continuing education to maintain the AIF® Designation.
He is a lifelong resident of the Mon Valley Area of Pittsburgh where he and his wife are currently raising their four children. In his time away from work, he and his wife enjoy quality time together and managing the many activities of their children. Carl is an avid exercise/workout enthusiast and also enjoys golfing.