Our Team

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Josephine LaSpina Trotta, MBA

Chief Investment Officer

216.236.6702
216.533.0463

Pathfinder Wealth Advisors, LLC welcomes:

Josephine LaSpina Trotta as our Chief Investment Officer

Josephine’s role will incorporate a variety of responsibilities including investment and portfolio management analysis, as well as managing client relationships and developing planning solutions.

Experience

Josephine is a seasoned professional experienced in the financial services industry including investment management, financial planning, trust financial services, and private banking.  Her 15 year career in banking includes private banking, lending, and trust services at Key Bank and US Bank. She was promoted numerous times at Key Bank and became the Vice President and Manager of Private Banking & Investing. She then turned to investment advisory services as a Financial Advisor at Merrill Lynch, UBS, and Stratos Wealth Partners. She most recently worked at TIAA where she opened the Wealth Management Office in Cleveland.

Education

She earned her MBA from John Carroll University and she was selected as one of the “Fifty of Our Finest” at the Boler School of Business 50th Anniversary. Josephine earned her Finance degree from Cleveland State University. Additionally, she attended National Trust School I & II at Northwestern University in Chicago.

Personal

Josephine and her husband John live in Hudson, Ohio. She enjoys cycling, golfing, traveling and photography. Some may even call her a gourmet cook. Additionally, she enjoys volunteering and fund raising for many organizations including American Cancer Society, Cleveland Orchestra, and Cleveland Museum of Art.

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Maria La Spina, FPQP™

Client Services Manager, Paraplanner

216.236.6703

Maria La Spina is a dedicated financial services professional with proven organizational skills and resourcefulness. She has worked in the industry since 2005, formerly with UBS Financial Services (11years) as an Institutional Sales Assistant.  At UBS, she successfully worked with institutional and high net worth clients in a way that integrated attention to detail with a passion for client service.

Maria came to PATHFINDER WEALTH ADVISORS in July 2017 as Client Services Manager. She has further developed her career from The College for Financial Planning by earning the Financial Paraplanner Qualified Professional™ Designation.  Servicing clients is her top priority along with operational and marketing responsibilities. Alongside Mark and Josephine, she supports them with whatever it takes to get the job done!

Maria is married to Chris Pecnik, and they are happy "empty nesters”.  Collectively they have five children ranging from 26 to 32 years old. All unique and successful in their way; Michael the youngest – Doctorate in Pharmacy, Rachel – Key Contract Admin (Steris), Julia – Design Consultant (Ethan Allen), stepson Anthony the eldest – Police Officer & served in the Marines, and stepdaughter Jackie – Account Manager (Change Healthcare).  When not at work, she can be found in the garden or being creative with a niche for decor. Exploring new places with her husband and family in recent years has led them to Paris, London, Sedona and Grand Canyon!

Get in Touch

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Please note that we have officially moved to our new address:

PATHFINDER WEALTH ADVISORS, LLC
FREEDOM SQUARE I 
4401 ROCKSIDE ROAD
SUITE 212
INDEPENDENCE, OHIO 44131

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