As managing principal and chief executive officer of HBK, Chris Allegretti provides strategic direction to the firm with a focus on enhancing the quality and depth of its services to provide the greatest value to HBK clients. He works with the firm’s offices in Ohio, Pennsylvania, New Jersey and Florida to ensure the firm’s investment in people and resources is focused on client goals and that services are rooted in the firm’s commitment to long-range planning and superior client service.
Mr. Allegretti joined HBK in 1985, serving in various staff, supervisory and management positions through 1993. He was named a principal in 1994. In 1999, with the intention of creating a holistic financial services organization to serve the broader financial interests of HBK clients, he co-authored the firm’s strategy to develop a wealth management firm, which was consummated with the acquisition of The Sorce Financial Group and the resulting establishment of HBKS Wealth Advisors. Mr. Allegretti became the first managing principal/CEO in HBK’s more than 60-year history in 2004.
Under Mr. Allegretti’s leadership, HBK has grown to a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management and support services. HBK serves clients across the U.S., from individuals to small businesses to multi-million-dollar corporations to exempt organizations. The firm is ranked 49th among “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the INSIDE Public Accounting magazine poll. Financial Advisor Magazine ranks the wealth advisory, HBKS Wealth Advisors, among the top U.S. registered investment advisories.
Mr. Allegretti holds a Bachelor of Science degree in Accounting from Edinboro University and has been awarded the Certificate of Achievement in Personal Financial Planning from the American Institute of Certified Public Accountants. He is active in professional and civic organizations, from state and national CPA associations to local youth sports. He has been a member of the BDO Seidman Alliance Advisory Council and a director on the CAP Pro Advisors and Edinboro University boards and the First National Bank Advisory Board.