Meet the Team
Mark B. Murphy, CLU®, ChFC®
Chief Executive Officer
Adam Schlossberg, CFP®
President
Benjamin Bush, CLU®, ChFC®
Managing Partner
Michael Millman
Financial Advisor
Alessandra Grassi
Financial Advisor
Lucas Murphy
Associate
Austin L. Singer
Associate
Ethan Denenberg
Associate
Christopher Pike, CFA®
Chief Investment Officer
Sweta Shah
Chief Financial Officer
Steven Scotese
Chief Operating Officer
Maureen Motherway
Chief Administrative Officer
Chris Viola
Investment Specialist
Brittany Shaw
Executive Assistant to The President
Stephanie Bush
Executive Assistant to The Managing Partner
Ryan Conklin
Director of Planning
Vincent Ferra
Client Relationship Manager for Retirement Plans
Ryan Casey
Client Relationship Manager
Anthony Priolo
Client Relationship Manager for Insurance
Alexander Jenkins
New Business Case Manager
Beverly Klepper
New Business Case Associate