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Advisor Directory

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Kevin Bertoncin, CFP®
Senior Vice President - Financial Advisor
phone914-467-5968
Visit Hudson River Wealth Managementlaunch
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Glenn Bianco, CFP®, MBA
Managing Director - Financial Advisor
Senior Portfolio Manager
phone914-467-5959
Visit The Centennial Wealth Management Grouplaunch
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Eric Stubbs, PhD
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone212-703-6165
Visit Vinson Massif Financial Advisorslaunch
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The Highlander Group
phone203-351-9331
Visit websitelaunch
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Steven Solomon
Managing Director - Financial Advisor
phone914-467-5970
Visit Hudson River Wealth Managementlaunch
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Jamie Weil, AIF®, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone516-733-2001
Visit Personal Wealth Management Montalto Weil Aragoncillolaunch
Gerald Maisner, AWM
Senior Vice President - Financial Advisor
Portfolio Director
phone203-221-2512
Visit websitelaunch
Andrew Foote
Senior Vice President - Financial Advisor
Portfolio Director
phone212-703-2202
Visit SF Wealth Grouplaunch
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Michael Nolan
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-6323
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Michael Meyers, CFP®
Vice President - Financial Advisor
phone516-733-2039
Visit The MMC Grouplaunch
Christopher Ellis
Senior Vice President - Financial Advisor
Portfolio Director
phone203-221-2528
Visit The Ventrella - Ellis Grouplaunch
Todd Ellis
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-6021
Visit Ellis Wealth Management Grouplaunch
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Kristin Ashman, JD*
Managing Director - Financial Advisor
Wealth Strategist
phone212-703-8002
Visit The Degenaars Babb Grouplaunch
Daniel Starr
Senior Vice President - Financial Advisor
phone212-703-6154
Visit The Starr Grouplaunch
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Alan Cirulli
Senior Vice President - Financial Advisor
Portfolio Director
phone203-351-9312
Visit websitelaunch
GMJ Group
phone212-703-6067
Visit websitelaunch
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Timothy Hilton
Senior Vice President - Financial Advisor
Portfolio Director
phone212-703-6265
Visit Cornerstone Wealth Strategies Grouplaunch
The Saugatuck Group
phone203-221-2530
Visit websitelaunch
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Elizabeth Schroder
Senior Vice President - Financial Advisor
Portfolio Director
phone203-221-2508
Visit websitelaunch
Marco Ventrella
Senior Vice President - Financial Advisor
Portfolio Director
phone203-221-2527
Visit The Ventrella - Ellis Grouplaunch
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Stephen Pendergast
Senior Vice President - Financial Advisor
Portfolio Director
phone203-351-9344
Visit websitelaunch
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Loren Cole
Senior Vice President - Financial Advisor
Portfolio Manager
phone212-703-6055
Visit websitelaunch
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Christopher Reilly, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone516-733-2007
Visit websitelaunch
SF Wealth Group
phone212-703-2200
Visit websitelaunch
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Eric Drake
Senior Vice President - Financial Advisor
Portfolio Director
phone203-818-9387
Visit websitelaunch
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Personal Wealth Management Montalto Weil Aragoncillo
phone516-733-2002
Visit websitelaunch
Geoffrey Aunger
Senior Vice President - Financial Advisor
phone212-703-6029
Visit websitelaunch
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Marc Colamaria
First Vice President - Financial Advisor
Portfolio Manager
phone914-467-5960
Visit The Centennial Wealth Management Grouplaunch
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Jason Larner
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-6020
Visit websitelaunch
Mike Starr
Managing Director - Financial Advisor
phone212-703-6140
Visit The Starr Grouplaunch
Laurence Lubkin
First Vice President - Financial Advisor
phone212-703-6112
Visit websitelaunch
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Jim Weinstock, AAMS®
Senior Vice President - Financial Advisor
Portfolio Manager
phone203-351-9396
Visit websitelaunchVisit QuantumLake Wealth Advisorslaunch
Morton Henderson Group
phone203-351-9356
Visit websitelaunch
Vinson Massif Financial Advisors
phone212-703-6159
Visit websitelaunch
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Jason B. Newman, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone212-703-6111
Visit Covell / DiConza / Newman Grouplaunch
The Pensato Slayne Group
phone212-703-8260
Visit websitelaunch
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Gina Thompson, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone212-703-6125
Visit Kinetix Wealth Grouplaunch
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Joseph Chu, CFP®, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager
phone203-351-9315
Visit QuantumLake Wealth Advisorslaunch
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Philip H. Fett Jr., CPFA®
Managing Director - Financial Advisor
Portfolio Manager
phone917-753-7340
Visit websitelaunch
Ellis Wealth Management Group
phone212-703-6021
Visit websitelaunch
Molly Philbin
Senior Vice President - Financial Advisor
phone212-703-6096
Visit JL Wealth Management Grouplaunch
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Linda Sama, CDFA®, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone516-733-2037
Visit websitelaunch
The Nolan Group
phone212-703-6323
Visit websitelaunch
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Christopher Faggioni, CRPC®
Senior Vice President - Financial Advisor
Portfolio Director
phone516-733-2008
Visit websitelaunch
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Richard Smalley
First Vice President - Financial Advisor
phone203-221-2583
Visit websitelaunchVisit The Saugatuck Grouplaunch
The Ventrella - Ellis Group
phone203-221-2527
Visit websitelaunch
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Glenn Degenaars, CFA
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-8000
Visit The Degenaars Babb Grouplaunch
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Kinetix Wealth Group
phone212-703-6125
Visit websitelaunch
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David McIlroy
Senior Vice President - Financial Advisor
Portfolio Director
phone212-703-6038
Visit websitelaunch
JL Wealth Management Group
phone212-703-6115
Visit websitelaunch
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Jason Babb, CFA, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-8001
Visit The Degenaars Babb Grouplaunch
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Jessica Maisner, APP, CPA*
Financial Advisor
phone212-703-6034
Visit websitelaunch
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The MMC Group
phone516-733-2040
Visit websitelaunch
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Marisa Bianco, CFP®
First Vice President - Financial Advisor
phone914-467-5961
Visit The Centennial Wealth Management Grouplaunch
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Lauren Konstantin, AWMA®, CFP®
Managing Director - Financial Advisor
Portfolio Manager
phone914-467-5969
Visit Hudson River Wealth Managementlaunch
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John Pierce
Senior Vice President - Financial Advisor
Portfolio Director
phone212-703-6023
Visit Pierce MacDonald Investment Grouplaunch
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Steven Gordon, CFP®
Vice President - Financial Advisor
phone203-221-2521
Visit websitelaunchVisit The Saugatuck Grouplaunch
Richard Siderowf
Senior Vice President - Financial Advisor
phone203-221-2514
Visit websitelaunch
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Paula Steinberg
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-6100
Visit The LSS Grouplaunch
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Patrick Morrow, C(k)P®, CPFA®, CRPS®
Senior Vice President - Branch Director
Senior Portfolio Manager
phone203-221-2530
Visit websitelaunchVisit The Saugatuck Grouplaunch
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Suzanna Charbonnier
Senior Vice President - Financial Advisor
Portfolio Manager
phone516-733-2015
Visit websitelaunch
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Seamus Monschein, CIMA®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone203-221-2505
Visit The Saugatuck Grouplaunch
The Starr Group
phone212-703-6140
Visit websitelaunch
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Gerard E. Heymann
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone212-703-6067
Visit GMJ Grouplaunch
The Vollmer Group
phone212-703-8231
Visit websitelaunch
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Benjamin Kanas
Financial Advisor
phone914-467-5963
Visit The Centennial Wealth Management Grouplaunch
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Angelika Caulford, CPFA®
Senior Vice President - Branch Director
Portfolio Director
phone203-351-9333
Visit The Koeckert Caulford GrouplaunchVisit Morton Caulford Wealth Management Grouplaunch
Michael Occhiuto
Senior Vice President - Financial Advisor
Institutional Equity Sales
phone212-703-6122
Visit websitelaunch
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Christopher A Vollmer, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-8231
Visit The Vollmer Grouplaunch
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Bruce Gelfand, CEPA®, CRPS®
Senior Vice President - Financial Advisor
phone212-703-2272
Visit websitelaunch
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Dodd Koeckert
Managing Director - Financial Advisor
Senior Portfolio Manager
phone203-351-9320
Visit The Koeckert Caulford Grouplaunch
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Morton Caulford Wealth Management Group
phone203-351-9333
Visit websitelaunch
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Doug Henderson
Senior Vice President - Financial Advisor
phone203-351-9356
Visit Morton Henderson Grouplaunch
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Roger Matles
Senior Vice President - Financial Advisor
phone914-467-5967
Visit Hudson River Wealth Managementlaunch
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Christopher Loria, CFS®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone516-733-2006
Visit Cornerstone Wealth Strategies Grouplaunch
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James Montalto
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone516-733-2002
Visit Personal Wealth Management Montalto Weil Aragoncillolaunch
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Jim Van de Walle
Senior Vice President - Financial Advisor
Portfolio Manager
phone516-733-2005
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Ali Girardi, ADPA®, CRPC®, CRPS®
First Vice President - Financial Advisor
phone203-221-2582
Visit websitelaunchVisit The Saugatuck Grouplaunch
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Steven Nadler
Managing Director - Financial Advisor
Portfolio Director
phone212-703-6123
Visit websitelaunch
Philippe Crane
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone212-703-6085
Visit websitelaunch
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Leslie Schwartz
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-6049
Visit The LSS Grouplaunch
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QuantumLake Wealth Advisors
phone203-351-9315
Visit websitelaunch
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Michael Daly, MBA
Managing Director - Financial Advisor
Portfolio Director
phone914-467-5958
Visit The Centennial Wealth Management Grouplaunch
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The Centennial Wealth Management Group
phone914-467-5959
Visit websitelaunch
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Terry Tracy
Senior Vice President - Financial Advisor
phone212-703-2268
Visit websitelaunch
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Brian Nolan, AIF®, CFA
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone212-703-6324
Visit The Nolan Grouplaunch
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Samuel Gilliland
Senior Vice President - Financial Advisor
Portfolio Director
phone203-351-9331
Visit The Highlander Grouplaunch
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Nina Caufield
Senior Vice President - Financial Advisor
Portfolio Director
phone203-351-9348
Visit The Highlander Grouplaunch
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Michael Meehan, CPFA®, CPWA®, CRPC®
Senior Vice President - Branch Director
Portfolio Director
phone516-733-2040
Visit The MMC Grouplaunch
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Chris Wilkens
Vice President - Financial Advisor
phone212-703-6092
Visit websitelaunch
Arthur Pensato
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-8260
Visit The Pensato Slayne Grouplaunch
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Eden Lopez
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-6107
Visit The LSS Grouplaunch
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Chris Phillips, CEPA®, CFP®, CPFA®
First Vice President - Financial Advisor
Senior Portfolio Manager
phone203-351-9317
Visit QuantumLake Wealth Advisorslaunch
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Edward DiConza
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-6075
Visit Covell / DiConza / Newman Grouplaunch
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John MacDonald, AAMS®, CFP®
Senior Vice President - Financial Advisor
Portfolio Director
phone212-703-6028
Visit Pierce MacDonald Investment Grouplaunch
Richard Schnier
Senior Vice President - Financial Advisor
Portfolio Director
phone212-703-2200
Visit SF Wealth Grouplaunch
Pierce MacDonald Investment Group
phone212-703-6023
Visit websitelaunch
Rosemarie Aragoncillo, AAMS®
Associate Vice President - Financial Advisor
Portfolio Manager
phone516-733-2026
Visit Personal Wealth Management Montalto Weil Aragoncillolaunch
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Skip Morton, M.A.
Senior Vice President - Financial Advisor
Portfolio Director
phone203-351-9326
Visit Morton Caulford Wealth Management Grouplaunch
Covell / DiConza / Newman Group
phone212-703-6015
Visit websitelaunch
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George Kanas, CFP®, CRPC®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone914-467-5962
Visit The Centennial Wealth Management Grouplaunch
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Vivian Mamelak
First Vice President - Financial Advisor
Portfolio Director
phone212-703-8211
Adam Morton
Senior Vice President - Financial Advisor
Portfolio Director
phone203-351-9351
Visit The Condy Morton GrouplaunchVisit Morton Henderson Grouplaunch
Timothy Kinsley
Senior Vice President - Financial Advisor
Portfolio Director
phone212-703-6014
Visit websitelaunch
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Hudson River Wealth Management
phone914-467-5974
Visit websitelaunch
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Cain Stranges
Senior Vice President - Financial Advisor
phone212-703-6266
Visit Cornerstone Wealth Strategies Grouplaunch
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Kevin Clark
Vice President - Financial Advisor
phone516-733-2038
Visit The MMC Grouplaunch
Katherine Condy
First Vice President - Financial Advisor
Portfolio Director
phone203-351-9343
Visit The Condy Morton Grouplaunch
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Bernard Fisch, CPA*, MBA
Senior Vice President - Financial Advisor
phone212-703-6003
Visit websitelaunch
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Steve Beninati
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone332-268-3636
Visit websitelaunch
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Kevin Carey, MBA
Managing Director – Financial Advisor
Senior Portfolio Manager
phone212-703-8012
Visit websitelaunchVisit The Degenaars Babb Grouplaunch
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James Covell
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-6015
Visit Covell / DiConza / Newman Grouplaunch
Jason Lichtenstein
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-6115
Visit JL Wealth Management Grouplaunch
Michael Fulton
Senior Vice President - Financial Advisor
Portfolio Director
phone203-505-0982
Visit websitelaunch
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Enrique Jaen, CFA, PhD
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone212-703-6159
Visit Vinson Massif Financial Advisorslaunch
Warren Alstodt, CFP®
Senior Vice President - Financial Advisor
Portfolio Manager
phone516-733-2059
Visit websitelaunch
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David Lambert
Managing Director - Financial Advisor
Business Development Strategist
phone781-265-8966
Visit The Degenaars Babb Grouplaunch
Richard Cacciapaglia
Senior Vice President - Financial Advisor
Portfolio Director
phone203-221-2561
Visit websitelaunch
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The LSS Group
phone212-703-6107
Visit websitelaunch
Cornerstone Wealth Strategies Group
phone516-733-2004
Visit websitelaunch
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The Degenaars Babb Group
phone212-703-8000
Visit websitelaunch
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Scott Edwards
Managing Director - Financial Advisor
phone212-703-6158
Visit websitelaunch
The Condy Morton Group
phone203-351-9343
Visit websitelaunch
The Koeckert Caulford Group
phone203-351-9320
Visit websitelaunch
Vincenzo Turano
Managing Director - Financial Advisor
Senior Portfolio Manager
phone212-703-6059
William Slayne
Managing Director - Financial Advisor
Senior Portfolio Manager
phone917-710-8998
Visit The Pensato Slayne Grouplaunch
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