Rod Diaz serves as Retirement Plan Specialist for McKinley Carter. Prior to McKinley Carter, Rod served as an Investment Banking Analyst for Parker/Hunter and later as their Syndicate Manager. He worked on taking several Pittsburgh companies public, including Carnegie Group, Matthews International, Industrial Scientific, Tollgrade, Lifecor, Piercing Pagoda, Aqua Penn, and Alpha Net Solutions. Read More →
More recently, Rod was a Financial Advisor and founding member of a Wealth Management team within Parker/Hunter. There, he built a Corporate and Executive Service group to facilitate stock option exercise programs, employee stock purchase plans, and retirement plans. In 14 years, this group went from managing five retirement plans to sixty plans. His team ultimately managed $400 million in personal wealth and $100 million in retirement plans.
Rod holds a bachelor’s degree in architecture from the University of Notre Dame and an MBA from Carnegie Mellon University. He has also successfully completed both the Chartered Retirement Plans Specialist Designation Program and the Accredited Investment Fiduciary Analyst Assessment. He has also twice received the Five Star Wealth Manager Award from Pittsburgh Magazine. Outside of the office, Rod has a passion for aviation, and is now an instrument-rated pilot and enjoys flying small airplanes.