Associates

 
  • Joseph Cosenza

    Joseph Cosenza

    Director of Financial Planning

  • Charles LaRocca

    Charles LaRocca

    Chief Investment Officer

  • Daniel Galluzzo

    Daniel Galluzzo

    Financial Consultant

  • Anand Dookie

    Anand Dookie

    Portfolio Manager Assistant/ Systems Coordinator

  • Joseph Lombardo

    Medical Benefits Coordinator

  • Lynne Sciascia

    Lynne Sciascia

    Investment Operations

  • Michele Trovato

    Customer Relationship