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
Alexandra Gannon
Sr. Investment Associate
Jacob Friedman
Investment Associate
Ryan M. Swanson
Retirement Plan Associate
Rebecca Diesing
Director of Human Resources
Holly Bowen
Administrative Associate
Tina Giordano
Human Resources