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

Jolyn McCarthy

Director of Operations

Zachary Manheim

Investment Associate

Alexandra Gannon

Sr. Investment Associate

Jacob Friedman

Investment Associate

Maria Pietropaolo-Palermo

Administrative Associate

Ryan M. Swanson

Retirement Plan Associate

Holly Bowen

Administrative Associate

Tina Giordano

Human Resources