Broker Check

Meet the Team

Advisors

Senior Management

Christopher Pike

Christopher Pike, CFA®

Chief Investment Officer

Sweta Shah

Sweta Shah

Chief Financial Officer

Steven Scotese

Steven Scotese

Director of Operations

Maureen Motherway

Maureen Motherway

Chief Administrative Officer

Vincent Ferra

Vincent Ferra

Director of Marketing & Systems

Support Staff

Jennifer Georgian

Jennifer Georgeian

Client Relations Manager

Jodi Romano

Jodi Romano

Client Services Manager

Stephanie Bush

Stephanie Bush

Executive Assistant to Benjamin Bush

Brittany  Shaw

Brittany Shaw

Executive Assistant to Adam Schlossberg

Alexander Jenkins

Alexander Jenkins

New Busienss Case Manager

One of our primary goals is to develop a long-term, trusting relationship with you.