Our Team

Philip J. DeAngelo OSJ, Managing Director of Wealth Management Philip J. DeAngelo, Owner and Managing Director of Focused Wealth Management – An SEC Registered Investment Advisor, with offices at 216 Route 299 Highland, NY. Philip is a Registered Principal with…

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Barry H. Brett Chief Compliance Officer Barry H. Brett, Chief Compliance Officer of Focused Wealth Management, Inc. An SEC Registered Investment Advisor, with offices at 216 Route 299, Highland, NY 12528. After a four year tour of duty with the…

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Michael R. Passante CFP Michael R. Passante, Portfolio Manager at Focused Wealth Management An SEC Registered Investment Advisor with offices at 216 Route 299 Highland, NY, Michael is a Registered Representative with Securities America Inc. and is a Managing Member…

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Salvatore Timperio Chief Operating Officer Mr. Timperio graduated from Pace University with a degree in Finance. He began working in the investment management industry in 1998 and became a registered investment adviser in 2000. Most recently, for the past ten…

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Jerry S. Schwartz CFP Jerry S. Schwartz, Managing Director of Wealth Management of Focused Wealth Management, Inc. An SEC Registered Investment Advisor, with offices at 216 Route 299, Highland, NY 12528. Jerry is a Registered Representative with Securities America Inc.…

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Charles Yarnold AIF Charles Yarnold, Vice President of Wealth Management, Vice President of Retirement Plan Services- Focused Wealth Management an SEC Registered Investment Advisor, with offices at 216 State Route 299 Highland NY. Charles is a Registered Representative with Securities…

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Jacob M. Brett Vice President of Wealth Management Jacob M. Brett, Vice President of Wealth Management- Focused Wealth Management, a SEC Registered Investment Advisor, with offices at 216 State Route 299 Highland NY. Jacob is a Registered Representative with Securities…

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Jesse Frehling Financial Advisor Political & Economic Analyst Focused Wealth Management, a SEC Registered Investment Advisor, with offices at 216 Route 299 Highland NY. Jesse graduated from Skidmore College in Saratoga Springs, New York with a B.A. in International Affairs.…

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Maria Sardelli Administrative Associate At Focused Wealth Management, Maria primarily handles opening new accounts and providing customer service to our client. Maria is also participating in the FWM Financial Advisor Development Program. Maria graduated with honors from the State University…

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Jervis L. Wong Chief Analyst Jervis L. Wong, Chief Analyst An SEC Registered Investment Advisor, with offices at 216 Route 299 Highland, NY.Jervis currently serves as Chief Analyst of Focused Wealth Management’s Investment Committee where he assists the advisors in…

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Tina Giordano Human Resources Ms. Giordano holds a Master’s degree in Public Administration, specializing in healthcare, from Pace University in Pleasantville, New York. She also holds a B.A. in Political Science, also from Pace University. Prior to joining Focused Wealth…

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Sahaj Gupta Investment Associate At Focused Wealth Management, Sahaj assists the firm’s advisors by conducting research on the economy, financial markets, individual securities, mutual funds, third -party money managers and alternative investments. He also assists in analyzing client portfolios. Sahaj…

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Ruby Gill Administrative Associate At Focused Wealth Management, Ruby provides a high level of customer service to our clients and organizes our client events. Ruby graduated from the A.A.S. program in Business Administration from Dutchess Community College and is currently…

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