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