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The Firm · Est. 1952About Us

Dedicated to Responsive, Strategic,
and Precise Wealth Management

We focus on building trust through reliability and analytical rigor. By coordinating your advanced insurance, executive compensation, and investments, we strive to support your long-term financial vision.

Our TeamThe People Behind
The Practice.

James  Giltner

James Giltner

Partner

330-283-7377 (voice only)

Russell Pierce

Russell Pierce, CFA, ChFC

Partner, Director of Wealth Management

724-255-1112 (voice only)

Jin Doll-Kim

Jin Doll-Kim

Operations Manager

216-328-6307

Delaine  Ross

Delaine Ross

Executive Assistant

216-373-6143

Strategic Partners

Our network of professionals enhances the services we offer to our clients:

Interested in Joining Our Team?

The right people are rare, so our doors stay open. We're always interested in connecting with thoughtful, curious professionals who are eager to learn, energized by the work of helping clients navigate complex financial decisions, and genuinely invested in the people they serve.
If you blend well with a close-knit team, take pride in your work, and find yourself excited by numbers, strategy, and the opportunity to make a real difference in clients' lives, we'd love to hear from you.

Send your resume and a brief note to solutions@giltnerandassociates.com. Every submission is read personally, and when the right moment arrives, we'll be in touch.

Ready to align your executive
compensation & personal wealth?

Schedule a Conversation