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.

It is our commitment to create, nurture, and preserve an inclusive culture, where our differences are celebrated, honored, and used to meet the complex needs of our clients and employees. We believe that collaboration among team members with varying perspectives generates deeper insights and empowers us to better serve our clients and our team every day.

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

 

Partners

Stephen A. Schwartz

Partner

Office 646-366-6700


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Advisors

Brandon I. Luke

Lead Advisor

Office 646-459-6360


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Michael Jay Pezzuto

Lead Advisor

Office 646-459-6370


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Raymond E Corrigan

Office 646-459-6362


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Research & Planning

Stephen Atkinson

Lead Research Analyst

Office 646-459-1006


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Andrew Manganelli

Director of Financial Planning

Office 646-459-6385


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Song Sai

Research Analyst

Office 646-459-6382


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Brian Broderick

Lead Research Analyst

Office 646-459-6381


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Stefan Cavazos

Investment Associate

Office 646-459-6376


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Colin Kudela

Research Analyst

Office 646-459-6375


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Operations

Rita Konnov

Director of Operations and Client Service

Office 646-459-6363


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Wealth Management Support Team

Victoria Pelgrift

Executive Assistant

Office 646-459-6386


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Natali Mas

Executive Assistant

Office 646-774-1400


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Jason B Balish

Business Development

Office 646-877-3931


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Diversity, Equity, and Inclusion Leaders

Brandon I. Luke

Lead Advisor

Office 646-459-6360


Email

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