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Advisor Directory

Laurence Lubkin
First Vice President - Financial Advisor
phone212-703-6112
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Jason Larner, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-6020
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Richard Siderowf
Senior Vice President - Financial Advisor
phone203-221-2514
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Eric Silver
First Vice President - Financial Advisor
phone212-703-8277
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Joseph Pellitteri
Senior Vice President - Financial Advisor
phone732-576-4627
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Chris Wilkens
Vice President - Financial Advisor
phone212-703-6092
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Eden Lopez
Managing Director - Financial Advisor
Portfolio Manager - Portfolio Focus
phone212-703-6107
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Seamus Monschein, CIMA®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone203-221-2505
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Michael Meehan, CPFA®, CPWA®, CRPC®
Senior Vice President - Branch Director
phone516-733-2040
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Jason B. Newman, CFP®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone212-703-6111
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Michael Meyers, CFP®
Vice President - Financial Advisor
phone516-733-2039
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Richard Cacciapaglia
Senior Vice President - Financial Advisor
phone203-221-2561
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The Ball and Bruschi Wealth Management Team
phone732-576-4634
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Christopher Loria, CFS®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone516-733-2006
Cornerstone Wealth Strategies Group
phone516-733-2004
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David McIlroy
Senior Vice President - Financial Advisor
phone212-703-6038
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Edward P. DiConza
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-6075
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Personal Wealth Management Montalto Weil
phone516-733-2002
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Pierce MacDonald Investment Group
phone212-703-6023
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Christopher Reilly, CPFA®
Senior Vice President - Financial Advisor
Consulting Group
phone516-733-2007
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Scott Rose
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-6113
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Christopher Ellis
Senior Vice President - Financial Advisor
Consulting Group
phone203-221-2528
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The LSS Group
phone212-703-6107
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The Vollmer Group
phone212-703-8231
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Matthew Lane
Senior Vice President - Financial Advisor
phone732-576-4614
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The Nolan Group
phone212-703-6323
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SF Wealth Group
phone212-703-2200
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Linda Sama, CEPA®, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone516-733-2037
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Paula Steinberg
Managing Director - Financial Advisor
phone212-703-6100
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Timothy Hilton
Senior Vice President - Financial Advisor
Consulting Group
phone212-703-6265
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John Pierce
Senior Vice President - Financial Advisor
phone212-703-6023
SMJ Wealth Management Group
phone212-703-6165
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Elizabeth Schroder
Senior Vice President - Financial Advisor
Consulting Group
phone203-221-2508
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Covell / DiConza / Newman Group
phone212-703-6015
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Michael Nolan
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-6323
Daniel Starr
Senior Vice President - Financial Advisor
phone212-703-6154
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The Totland Group
phone732-576-4627
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Christopher A Vollmer, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-8231
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The MMC Group
phone516-733-2040
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Jamie Weil, AIF®, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone516-733-2001
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Greg Davidson, AWM, CPFA®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone732-576-4610
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Patrick Morrow, C(k)P®, CPFA®, CRPS®
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone203-221-2530
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The Dimino-Seewald Group
phone732-576-4652
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S.T.A.R. Wealth Solutions Group
phone203-221-2505
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Bruce Gelfand, CEPA®, CRPS®
First Vice President - Financial Advisor
phone212-703-2272
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James Montalto
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone516-733-2002
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Brian Nolan, AIF®, CFA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-6324
The Ventrella - Ellis Group
phone203-221-2527
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Schwenk Wealth Group
phone631-723-4152
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Bernard Fisch, CPA, MBA
Senior Vice President - Financial Advisor
phone212-703-6003
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Steven A. Gordon, CFP®
Vice President - Financial Advisor
phone203-221-2521
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Christopher Drew
Senior Vice President - Financial Advisor
Consulting Group
phone631-723-4145
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Jeffrey Sheresky
Senior Vice President - Financial Advisor
Consulting Group
phone212-703-6182
Ellis Wealth Management Group
phone212-703-6021
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Timothy Kinsley
Senior Vice President - Financial Advisor
Consulting Group
phone212-703-6014
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GMJ Group
phone212-703-6067
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Arline Segal
Senior Vice President - Financial Advisor
Consulting Group
phone212-703-6045
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Joseph Jamison, CRPC®
Financial Advisor
phone631-723-4155
Joshua Bruegman
Senior Vice President - Financial Advisor
phone212-703-6022
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Geoffrey Aunger
Senior Vice President - Financial Advisor
phone212-703-6029
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James Covell
Managing Director - Financial Advisor
Senior Consulting Group
phone212-703-6015
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Marc McAllister, CRPC®
First Vice President - Financial Advisor
Consulting Group
phone732-576-4604
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Jason Lichtenstein
Managing Director - Financial Advisor
Consulting Group
phone212-703-6115
Gerald Maisner, AWM
Senior Vice President - Financial Advisor
phone203-221-2512
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Loren Cole
Senior Vice President - Financial Advisor
Consulting Group
phone212-703-6055
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Michael Fulton
Senior Vice President - Financial Advisor
Consulting Group
phone203-293-8868
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Suzanna Charbonnier
First Vice President - Financial Advisor
Consulting Group
phone516-733-2015
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Todd Ellis
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-6021
JL Wealth Management Group
phone212-703-6115
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Christopher Faggioni, CRPC®
Senior Vice President - Financial Advisor
Consulting Group
phone516-733-2008
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Richard Schnier
Senior Vice President - Financial Advisor
phone212-703-2200
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Philip H. Fett Jr.
Managing Director - Financial Advisor
phone212-703-6170
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Michael Schwenk, CRPC®
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone631-723-4152
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Vivian Mamelak
Associate Vice President - Financial Advisor
Consulting Group
phone212-703-8211
Andrew Foote
Senior Vice President - Financial Advisor
phone212-703-2202
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John MacDonald, AAMS®, CFP®
Senior Vice President - Financial Advisor
phone212-703-6028
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Jeff Samsen
Senior Vice President - Financial Advisor
Consulting Group
phone212-703-6184
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Gina Thompson, CPFA®
Senior Vice President - Financial Advisor
Consulting Group
phone212-703-6125
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Steven Dimino, AIF®, PPC
Senior Vice President - Financial Advisor
Senior Consulting Group
phone732-576-4652
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The Artemis Group
phone212-703-6037
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Steve Beninati
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-6063
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Christopher Olson, CRPC®
Senior Vice President - Financial Advisor
phone732-576-4651
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Kinetix Wealth Group
phone212-703-6125
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Molly Philbin
First Vice President - Financial Advisor
phone212-703-6096
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Jim Van de Walle
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone516-733-2005
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Steven Nadler
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-6123
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Leslie Schwartz
Managing Director - Financial Advisor
phone212-703-6049
The Starr Group
phone212-703-6140
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Enrique Jaen, CFA, PhD
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-6159
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Steve Sheresky
Senior Vice President - Financial Advisor
Consulting Group
phone212-703-6183
Sheresky-Samsen Group
phone212-705-6185
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Kevin Clark
Vice President - Financial Advisor
phone516-733-2038
Kenneth Sheresky, CEPA®
Vice President - Financial Advisor
Consulting Group
phone212-703-6185
Marco Ventrella
Senior Vice President - Financial Advisor
Consulting Group
phone203-221-2527
Mike Starr
Managing Director - Financial Advisor
phone212-703-6140
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Eric A. Stubbs, PhD
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-6165
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Cain Stranges
Vice President - Financial Advisor
phone212-703-6266
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DJ Totland, AWM, CFP®, CIMA®, CPFA®
Managing Director - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone732-576-4629
Vincenzo Turano
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone212-703-6059
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Madeleine Condron
Financial Advisor
phone212-703-6119
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Gerard E. Heymann
Senior Vice President - Financial Advisor
Consulting Group
phone212-703-6067
Scott Edwards
Managing Director - Financial Advisor
Institutional Equity Sales
phone212-703-6158
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