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CLASS OF 2008 Participation 6% Total Giving $3,267
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Leadership Giving Society
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Donation provides new Sorce Scholarship
A gift from HBKS Wealth Advisors and HBK CPA & Consultants will create an endowed scholarship to attract fnance majors of the Walker College of Business to enter the feld of fnancial planning and wealth
In accepting the gift, Mercyhurst President Michael Victor said, “One fnancial job that remains increasingly relevant in today’s market is that of the fnancial advisor, and we are grateful to the Sorces and Mr. Allegretti for supporting what is an in-demand professional career opportunity for Mercyhurst’s business school students.” The scholarship lays the groundwork for a more robust model within the Walker College of Business that uses the recommended curriculum of the Certifed Financial Planner Board of Standards. The new relationship will also create opportunities for Mercyhurst student internships at the Sorces’ wealth advising group.
management.
The $50,000 gift was presented to Mercyhurst by brothers Christopher and Gregory Sorce, principals and senior fnancial advisors, and CEO Christopher Allegretti. HBKS Wealth Advisors was established in 2001 when the accounting frm of Hill, Barth & King merged with The Sorce Financial Group, an advisory frm headed by the Sorce brothers. Today, HBKS advisors are situated in 10 ofces throughout western Pennsylvania, Ohio and Florida. 40
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