About Us
Our investment professionals have diverse educational and career backgrounds. We believe the best way to maintain a deeper understanding of investment priorities for our clients is to attract and retain proven professionals with varying perspectives and experiences.
Meet Our Team
Our members have been successful as institutional market makers, proprietary equity and options traders, portfolio managers, risk managers, investment advisors, business owners and insurance specialists.
Our varying educational backgrounds include bachelors, masters, legal and doctorate degrees from leading institutions where studies have included: economics, engineering, finance, information systems and technology, journalism, labor studies and law. These experiences provide us with the necessary perspective to develop effective processes to better achieve your family's investment goals.
Victoria Allen
Client Services Manager
Victoria Cocciolone
Client Services Director
Thomas Crossett
Director
Frank Frederico
Financial Advisor
Nick Lampone
Chief Strategy Officer
Jake Markoe
Financial Advisor
Mark McCartney
Client Services Associate
Michael Modica
Partner
Melanie Moore
Marketing Associate
Anthony Vasile
Financial Advisor
Jared Beach
Investment Advisor
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Mark Cole
Marketing Director
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Joseph Duncan
Founding Partner
Isaac Jones
Wealth Management Advisor
Scott Lermack
Financial Advisor
Jonathan Markoe
Managing Director
Jean McDevitt
Senior Executive Administrator
Noah Modica
Financial Advisor
Christopher O'Neill, CFA, CIPM
Chief Investment Officer
Jim Vogt
Co-Chief Investment Officer
Christopher Bryan
Wealth Director
Kate Fay, CFP®
Financial Planning Director
Josh Feldschneider
Financial Advisor
Darek Koleda
Wealth Management Advisor
Mark Magarian
Senior Portfolio Manager
Tom McElgunn, CFP®
Financial Advisor
Harry Morad
Managing Partner
Bob Moore
Partner
Keval Patel
Investment Analyst
Michael Wojcik
Director of Compliance
