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Tom Orecchio
Chief Executive Officer
Tom Orecchio
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Laurie A. Vitali
Chief People Officer/chro
Timothy Clark
Principal And Wealth Manager
Charles P. Boinske
Chief Visionary Officer I Wealth Manager I Podcaster
Peter Somich
Principal & Director of Finance
George T. Padula
Principal, Wealth Manager And Chief Investment Officer
Theresa Apruzzese Days
Principal And Chief Compliance Officer
Karen R. Keatley
Principal & Chief Wealth Management Officer
Noemi Perez
Director of Human Resources
Jeanne Owens
Director Of Operations
Adam Leone
Chief Wealth Management Officer
Kelly A. Henning
Principal & Wealth Manager
Jennifer Faherty
Head Of Coaching
Kevin P. Sweeney
Chief Legal Officer, Principal & Wealth Manager
John J. Ceparano
Principal, Wealth Manager And Co-director Of Retirement Business Services
