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Phil Fiore
Co-Founder, Partner, Executive MD & CEO
Phil Fiore
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Jeff Farrar
Co-Founder, Partner & Executive MD
Lou Gloria
Co-Founder, Partner & MD
Thomas Gahan
Co-Founder, Partner & MD
Christopher E. Foster
Co-Founder, Partner & MD
Antonio Rodrigues
Partner & Senior Portfolio Manager
John Marchisotta
Partner, MD & Private Wealth Advisor
Michael J. Desmond
Partner, Private Wealth Advisor & Retirement Plan Consultant
Michael Kelly
Partner & Private Wealth Advisor
James P. Diver
Partner & Private Wealth Advisor
Sean J. Rabinowitz
President, Employee Benefits
Melissa Dittrich
EVP, Employee Benefits
Zoltan Pongracz
SVP & Private Wealth Advisor
Brian Turner
SVP, Private Wealth Advisor
Frank McKiernan
SVP & Senior Private Wealth Advisor
Jerry Sneed
SVP & Senior Private Wealth Advisor
Daniel Limmer
VP & Private Wealth Advisor
Caroline Wetzel
VP & Private Wealth Advisor
Amber Kendrick
VP & Retirement Plan Consultant
Andy Leung
VP & Private Wealth Advisor
Robert S. Alimena
VP, Private Wealth Advisor
Jim Jeffery
Managing Director
Mark Rich
Director, Investments
Marc Fischer
Director, Business Services
Jonathan Duggan
Director, Financial Planning
Katiria Julia
Account Executive
Richard J. Appaluccio
Senior Education Consultant
Deirdre Nealon
Senior Client Service Associate
Cari Walling
Senior Client Service Associate
Selena Kemp
Senior Client Service Associate
Zamena Bridglal
Client Service Associate
Jack Silverman
Client Service Associate
Lisa Allen
Client Service Associate
Terry Crawford
Associate Financial Planner
Mickey Herbert
Client Service Associate
Ryan Kristie
Reporting Analyst
Thomas Richetelli
Summer Analyst
Michael Leone
Receptionist
Christopher Sneed
Financial Advisor
