United Asset Strategies employs a team approach with respect to portfolio management and utilizes both internal and third-party research resources. We are committed to client service and dedicated to prudent, disciplined, active money management.

Matt DeLorenzo

Chief Investment Officer

Robert Murphy CFP®, CRPC®

Chief Operating Officer

Erin A. Gibbons CFP®, NSSA

Executive Director, Financial Planning

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

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