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Jonathan Kuhn

Managing Partner at Allegheny Financial Group LTD

Pittsburgh, PA , United States

About

Jonathan Kuhn is Managing Partner and financial advisor at Allegheny Financial Group in Pittsburgh, PA, where he leads the firm’s strategic initiatives and oversees client services, specializing in holistic wealth management and financial planning. He joined Allegheny Financial Group in 1994, progressing from Principal to Managing Partner, and has been integral in developing the firm’s investment advisory platform and expanding its service offerings.

Kuhn’s investment expertise centers on alternative investments, asset management, and comprehensive financial planning for high-net-worth individuals. He is recognized for advising clients on diversified portfolios, including private equity, real estate, and non-traditional assets, alongside traditional equity and fixed income strategies.

Holding a BS in Finance from Grove City College, Kuhn is also a CFP® professional, demonstrating significant proficiency in retirement planning, tax-efficient investing, and legacy strategies. His career is marked by leadership in building Allegheny’s scalable advisory practice and driving innovation in client solutions within the independent financial advisory sector.

Career History

OrganizationRoleDate RangeDetails
Allegheny Financial GroupManaging PartnerJul 2011 to Present
Co Managing Partner of Allegheny Financial Group and Allegheny Investments. Wealth management and financial planning practice
Allegheny Financial GroupPrincipalJan 1994 to Present
I partner with my clients to help them become financially independent. My focus is to understand the total financial picture for each client.

Education

Grove City College

BS, Finance

1991 1995

Skills & Expertise

Investments
Wealth Management
Alternative Investments
Asset Allocation
Hedge Funds
Mutual Funds
Equities
Investment Advisory
Securities
Portfolio Management
Due Diligence
Bonds
Private Equity
Fund Of Funds
Asset Managment
Sales
Public Speaking
Change Management
Management
Business Strategy

Others at Allegheny Financial Group LTD (1)

NameRoleLocation
T
Tristan Wagner
Research AssociatePittsburgh, PA , United States

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