Meet Our Team

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.

 

Wealth Management Advisors

Kevin R. Luchetta , CFP®, AEP®

Partner

Office 646-366-6740


Fax 212-202-7709


Email

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Stephen A. Schwartz , CFP®, AEP®

Partner

Office 646-366-6700


Email

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

Partner

Office 646-366-6713


Fax 212-202-7709


Email

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Advisors

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

Lead Advisor

Office 646-459-6360


Email

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Matthew Kotula

Lead Advisor

Office 646-459-6377


Email

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Raymond E Corrigan

Office 646-459-6362


Email

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Research & Planning

Stephen Atkinson , CFP®, CFA®

Lead Research Analyst

Office 646-459-1006


Email

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James Broderick , CFP®

Lead Research Analyst

Office 646-459-6375


Email

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Andrew Manganelli , CFP®

Research Analyst

Office 646-459-6385


Email

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Song Sai

Research Analyst

Office 212-819-1800


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Operations

Jennifer Strahl , CLTC®

Office 646-366-6712


Email

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Kenneth M Chiu

Lead Client Service Administrator - Investment Operations

Office 646-366-6718


Email

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Wealth Management Support Team

Sarah Urichianu , MBA

Executive Assistant

Office 646-459-6367


Email

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Lea Geronimo

Executive Assistant

Office 646-774-1400


Email

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Amy Baumeister

Executive Assistant

Office 646-459-6364


Email

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Alis Claudio

Lead Advisor Support Associate

Office 212-819-1800


Email

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