We have a diverse team of smart, friendly and professional personnel committed to making your financial life easier. We take time to understand the intricacies of your life and we assist you in streamlining the various tasks associated with managing your financial wealth.

Our Wealth Management Team serves you in the way that best addresses your own special circumstances, sensitivities and concerns. We are ardently focused on delivering results and exceeding expectations.

Our culture is based on individual accountability, integrity and rewarding staff committed to broadening their financial competency. We work as a team and our interests are aligned with those of our clients.

We welcome you to learn more about our cross-functional team, their experience and life outside our organization.

Kevin Luchetta
Stephen Schwartz
James DiNardo
Paul Tortorella
Ray Corrigan
Matthew Kotula
Lucas Scocchia
Eli Parker-Burgard
Jennifer Strahl
Malachy Vance
Rita Konnov
Brandon Luke
Amy Baumeister
James Broderick
Stephen Atkinson
Kenneth M. Chiu
Sarah Urichianu
Lea Geronimo
Andrew Manganelli
Max McKinney

Kevin R. Luchetta, CFP®, AEP®

Partner

Office: 646.366.6740
FAX: 212.202.7709

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Brandon I. Luke, CFP®, CLU®, ChFC®, RICP ®

Associate Wealth Management Advisor

Office: 646.459.6360
FAX: 212.202.7709

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Michael Torres

Financial Advisor

Office: 646.457.8829
FAX: 212.202.7709

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Sarah Urichianu, MBA

Office Manager
Associate to Kevin R. Luchetta, CFP®, AEP®

Office: 646.459.6367
FAX: 212.202.7709

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Rita Konnov photo

Rita Konnov

Investment Operations Manager

Office: 646.459.6363
FAX: 212.202.7709

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Jennifer Strahl photo

Jennifer Strahl, CLTC

Director of Insurance Services*

Office: 646.366.6712
FAX: 212.202.7709

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Stephen Atkinson photo

Stephen Atkinson, CFP®, CFA®

Investment Analyst

Office: 646.459.1006
FAX: 212.937.2174

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James J. Broderick photo

James J. Broderick

Investment Analyst

Office: 646.459.6375
FAX: 212.937.2174

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Paul D. Tortorella photo

Paul D. Tortorella

Partner

Office: 646.366.6714
FAX: 212.944.2887

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Stephen Schwartz photo

Stephen A. Schwartz, CFP®, AEP®

Partner

Office: 646.366.6712
FAX: 646.349.4005

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Matthew Kotula photo

Matthew Kotula

Associate Wealth Management Advisor

Office: 646.459.6377
FAX: 212.944.2887

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Malachy J. Vance photo

Malachy J. Vance, CFP®, CLTC®

Associate Wealth Management Advisor

Office: 646.459.6370
FAX: 646.349.4005

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Jennifer Strahl photo

Jennifer Strahl, CLTC

Director of Insurance Services*

Office: 646.366.6712
FAX: 212.202.7709

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Stephen Atkinson photo

Stephen Atkinson, CFP®, CFA®

Investment Analyst

Office: 646.459.1006
FAX: 212.937.2174

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Kenneth M. Chiu photo

Kenneth M. Chiu

Investment Associate

Office: 646.366.6718
FAX: 212.937.2174

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James J. Broderick photo

James J. Broderick

Investment Analyst

Office: 646.459.6375
FAX: 212.937.2174

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Paul D. Tortorella photo

Paul D. Tortorella

Partner

Office: 646.366.6714
FAX: 212.944.2887

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James DiNardo photo

James L. DiNardo, CLU®, ChFC®, CFP ®, MSFS

Partner

Office: 646.366.6713
FAX: 212.202.7709

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Ray E. Corrigan photo

Raymond E. Corrigan

Associate Financial Representative

Office: 646.459.6362
FAX: 212.202.7709

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Timothy Rickard photo

Timothy Rickard

Financial Advisor

Office: 646.459.6368
FAX: 212.202.7709

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Lucas Scocchia

Lucas Scocchia

Associate Financial Representative

Office: 646.456.6366
FAX: 212.202.7709

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Eli Parker-Burgard

Eli Parker-Burgard

Client Service Associate

Office: 646.459.6382
FAX: 212.202.7709

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Rita Konnov photo

Rita Konnov

Investment Operations Manager

Office: 646.459.6363
FAX: 212.202.7709

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Jennifer Strahl photo

Jennifer Strahl, CLTC

Director of Insurance Services*

Office: 646.366.6712
FAX: 212.202.7709

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Stephen Atkinson photo

Stephen Atkinson, CFP®, CFA®

Investment Analyst

Office: 646.459.1006
FAX: 212.937.2174

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James J. Broderick photo

James J. Broderick

Investment Analyst

Office: 646.459.6375
FAX: 212.937.2174

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Amy Baumeister photo

Amy Baumeister

Office Manager

Office: 646.459.6364
FAX: 212.202.7709

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Paul D. Tortorella photo

Paul D. Tortorella

Partner

Office: 646.366.6714
FAX: 212.944.2887

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