Lee DeLorenzo CFP®, CPWA®, AIF®
Co-founder
Michael V. Riccardi
President
Matt DeLorenzo
Chief Investment Officer
Robert Murphy CFP®, CRPC®
Chief Operating Officer
Erin A. Gibbons CFP®, NSSA
Executive Director, Wealth Management
Thomas F. Healy III
Chief Portfolio Strategist
Richard M. Sajkoski
Director, Business Development
Marianne Hocknell
Managing Director, Pension Services
Robin Bischoff
Managing Director, Client Experience
M. Guy Riccardi CFP®
Senior Financial Planner
Shane Miller
Senior Financial Planner
Jiorden Sanchez CFA®
Director, Portfolio Management & Investment Research
Thomas Laviano MBA®, CMT®
Director, Portfolio Management, Trading & Technical Analysis
Wei Lee
Director, Portfolio Management & Equity Research
Andy Selfors CFA®, CFP®
Director, Portfolio Management & Fixed Income Trading
Cindy Somer
Senior Financial Advisor, Pensions
Linda Scimeca
Director, Pension Services
Jeanine Kosakowski
Office Manager
Allison Sajkoski
Vice President, Compliance & Operations
Candy Batista CRPC®
Vice President, Client Services
Tameka White CRPC®
Director, Operations & Tax Services
Kasia Cichon
Vice President, Data Integration
Andrew Lee
Investment & Data Specialist
Leigh Zirofsky
Vice President, Insurance Services
Marisa Smith
Vice President, Client Services
Carlo Crescenzo
Vice President, Equity & Fixed Income Trading
Jason Ambrosini CFP®
Relationship Manager
Liz Dougal
Client Service Specialist
Beatriz Paz
Pension Services Specialist
Amanda Sebesta CFP®
Vice President, Client Services
Keith Douglas
Director, Fixed Income Trading
Carole Zito
Client Service Specialist
Michael Abate
Managing Director, Corporate Retirement Plans