Leadership

Philip J. DeAngelo

Managing Director

Jerry Schwartz, CFP®

Managing Director of Financial Planning

Barry H. Brett

Chief Compliance Officer

Wealth Management Team

Anthony S. Di Capua

Vice President of Wealth Management

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

Ryan M. Swanson

Vice President of Retirement Plan Services

Analyst and Administrative Team

Alexandra Gannon

Operations Manager

Jacob Friedman

Investment Associate

Joshua Barr

Investment Analyst

Zachary Manheim

Compliance Officer

Justine Lease

Client Service Associate

Maria Manrique

Client Service Associate

Rebecca Diesing

Director of Human Resources

Holly Bowen

Office manager

Tiana Porco

Administrative Associate

Patrick Shea

Administrative Associate

Tina Giordano

Controller