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.  

 

Partners

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, RICP®

Partner

Office 646-366-6713


Fax 212-202-7709


Email

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Advisors

Brandon I. Luke , CFP®

Lead Advisor

Office 646-459-6360


Email

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Lucas Scocchia , CFP®, ChFC®, WMCP®

Lead Advisor

Office 646-459-1004


Fax 212-202-7709


Email

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Michael Jay Pezzuto , CFP®

Lead Advisor

Office 212-819-1800


Email

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Susan Ruhland , CFP®, CLU®, ChFC®

Office 212-819-1800


Email

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Raymond E Corrigan

Office 646-459-6362


Email

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Sarah Urichianu , MBA

Office 646-459-6367


Email

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Research & Planning

Stephen Atkinson , CFP®, CFA®

Lead Research Analyst

Office 646-459-1006


Email

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Andrew Manganelli , CFP®, RICP®, M.S.

Director of Financial Planning

Office 646-459-6385


Email

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Song Sai , CFA®, CIPM®

Research Analyst

Office 212-819-1800


Email

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Brian Broderick

Lead Research Analyst

Email

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Stefan Cavazos

Investment Associate

Office 212-819-1800


Email

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Colin Kudela

Research Analyst

Office 212-819-1800


Email

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Operations

Jennifer Strahl , CLTC®

Office 646-366-6712


Email

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Rita Konnov

Director of Operations and Client Service

Office 646-459-6363


Email

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Wealth Management Support Team

Amy Baumeister

Executive Assistant

Office 646-459-6364


Email

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Victoria Pelgrift

Executive Assistant

Mobile 917-602-3419


Email

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Ashley Sukhdeo

Executive Assistant

Office 212-819-1800


Email

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Natali Mas

Executive Assistant

Office 212-819-1800


Email

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Jason B Balish

Business Development

Office 646-877-3931


Email

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