Dominic Necciai
In 2021 Dom launched Prosper Wisely, an investing service that provides customers with candid expertise, effective service, and an approach that lowers overall costs for the investor. Prosper Wisely puts the investors interest first by adhering to the fiduciary standard. Before that he was at PNC Wealth Management (now PNC Private Bank) serving as a bank officer and investment advisor with discretion over $300 million in individual and trust assets. Dom maintained a high level of satisfaction with customers by providing advice that was attuned to their specific needs and goals. He spent eight years in that role. Prior to PNC, Dom spent two years as an advisor at Morgan Stanley where he built adaptable investment models that helped customers add clarity and tax efficiency to their portfolio. He also executed stock option strategies for high-net worth investors that lowered their risks while generating lucrative outcomes. In 2015 he co-founded a startup that built an innovative piece of financial technology. Dom helped build the prototype, raise outside funding, and laid the foundation for continued progress for the company. Early in his career Dom was a Product Specialist at OppenheimerFunds. There he became a subject-matter expert on mutual funds and other financial products. Dom earned a Bachelors of Science in Finance from California University of Pennsylvania and a Masters of Arts in Communication from Point Park University. He has obtained the Series 7, 31, 63, and 65 licenses. Dom is grateful for a fulfilling life with his son Lake and wife Amy, they live in the Regent Square neighborhood of Pittsburgh. To keep his health and mind in good order, he takes long bike rides, runs, and reads regularly.
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