Leadership

Philip J. DeAngelo

Managing Director

Jerry Schwartz, CFP®

Managing Director of Financial Planning

Barry H. Brett

Chief Compliance Officer

Wealth Management Team

Charles Yarnold, AIF®

Managing Director of Retirement Plan Services

Jacob Brett

Senior Vice President of Advisory Services

Michael Passante, CFP®, CPWA®

Director of Financial Planning

Anthony S. Di Capua

Vice President of Wealth Management

Analyst and Administrative Team

Zachary Manheim

Compliance Officer

Jacob Friedman

Investment Associate

Alexandra Gannon

Operations Manager

Joshua Barr

Investment Analyst

Ryan M. Swanson

Retirement Plan Associate

Justine Lease

Client Service Associate

Maria Manrique

Client Service Associate

Rebecca Diesing

Director of Human Resources

Holly Bowen

Office manager

Tina Giordano

Controller