Associates

Partner

• Joseph Cosenza

  Director of Financial Planning

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• Charles LaRocca

  Chief Investment Officer

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Team

• Daniel Galluzzo

  Financial Consultant

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• Anand Dookie

  Portfolio Manager Assistant/ Systems Coordinator

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• Joseph Lombardo

  Medical Benefits Coordinator

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• Lynne Sciascia

  Investment Operations

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• Michele Trovato

  Customer Relationship

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• Maryanne Hughes

  Investment Processor

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