Matt DeLorenzo
CEO & Chief Investment Officer
Michael V. Riccardi
President
Robert Murphy CFP®, CRPC®
Chief Operating Officer
Lee DeLorenzo CFP®, CPWA®, AIF®
Co-founder
Erin A. Gibbons CFP®, NSSA
Executive Director, Wealth Management
Michael Abate AIF®, CRPS®
Managing Director, Corporate Retirement Plans
Richard M. Sajkoski
Managing Director, Client Development
Thomas F. Healy III
Chief Portfolio Strategist
M. Guy Riccardi CFP®
Sr. Vice President, Financial Planning
Shane Miller
Vice President, Financial Planning
Cindy Somer
Vice President, Financial Planning
Amanda Sebesta CFP®
Vice President, Financial Planning
Jason Ambrosini CFP®
Vice President, Financial Planning
Allison Sajkoski, CFP®
Vice President, Financial Planning
Robin Bischoff
Managing Director, Client Experience
Marianne Hocknell
Managing Director, Business Operations
Tameka White CRPC®
Director, Operations & Technology
Marisa Smith
Director, Client Development
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
Keith Douglas
Director, Fixed Income Trading
Carlo Crescenzo
Vice President, Equity & Fixed Income Trading
Candy Batista CRPC®
Vice President, Client Services
Jeanine Kosakowski
Office Manager
Leigh Zirofsky
Vice President, Insurance Services
Beatriz Paz
Corporate Retirement Consultant
Liz Dougal
Client Service Specialist
Carole Zito
Client Service Specialist
Jacob Gius
Client Service Specialist
Kasia Cichon
Vice President, Data Integration
Andrew Lee
Investment & Data Specialist