Brennian Antell, CIMA®

Director,
Wealth Strategist

Tyler Bisack, CFP®

Associate Vice President,
Wealth Strategist

Maria Basil

Chief of Staff

Michael Bounassisi, CFA

Director,
Wealth Strategist

Mitch Brill, JD, MSFS, CFP®, CAP®, CDFA®

Managing Director

Maria Bronzi

Director,
Strategic Alliances

Paul Bucci

Director,
Head of Fixed Income

Kathy Burdett

Associate Vice President,
Head of Strategic Initiatives

Mike Cirone

Portfolio Analyst

Lauren Coale

Vice President,
Client Service & Relations

Kendra Cofone

Client Service Coordinator

Jean Marie Connolly

Director,
Strategic Development

Andrea Contreras

Vice President,
Client Service & Relations

Anthony Croce, CFP®

Associate Vice President,
Wealth Strategist

Dylan Curran

Vice President,
Wealth Strategist

Ryan Darmofal, CFA, FRM

Wealth Strategist

Anna Decina

Associate Vice President,
Head of Underwriting

Anthony DeStefano

Managing Director

Jim Dowling, MSFS, CFP®, CLU®, ChFC®, CAP®

Managing Director

Jonathan Esposito

Vice President,
Advisor

Geoff Garfield

Advisor

Jim Giangrande, CFP®

Managing Director

Gregory Hom

Client Service Coordinator

Court Ingraham, CFA

Investment Analyst

Daniella Lepre

Office Manager

Todd Levy, CFP®

Managing Director

Peter Marengo

Advisor

Shameka Miller

Client Service & Relations

Antonio Mormile

New Business Analyst

Adam Nalewajek

Director,
Wealth Strategist

Charles Paksi

Director,
Strategic Development

Ryan Pantello

Portfolio Operations

Jeffrey Perlmutter, CLU®, ChFC®

Managing Director

Diane Petrocelli

Senior Vice President,
Head of Client Service & Relations

Conor Ryan, CFA, CFP®

Director,
Wealth Strategist

David Siegel

Vice President,
Wealth Strategist

Greg Slater, CFA, CFP®, CIPM®

Chief Investment Officer,
Head of Portfolio Management

Robert Sypher

Chief Compliance Officer,
Head of Business Operations

Scott Tasch, CFP®, CLU®, ChFC®

Managing Director

Donna Tumillo

Client Service & Relations

Jeffrey Wu

Vice President,
Senior Portfolio Manager

Out of gallery