Broker Check

Meet the Team


Partners

Management

Christopher Pike

Christopher Pike, CFA®

Chief Investment Officer

Sweta Shah

Sweta Shah

Chief Financial Officer

Steven Scotese

Steven Scotese

Chief Operating Officer

Maureen (Motherway) Casey

Maureen Motherway

Chief Administrative Officer

Representatives

Specialists

Brittany  Shaw

Brittany Shaw

Executive Assistant to The President / Director of Marketing

Stephanie Bush

Stephanie Bush

Executive Assistant to The Managing Partner

Chris Viola

Chris Viola

Investment Specialist

Ryan Casey

Ryan Casey

Client Relationship Manager

Client Services

Beverly Klepper

Beverly Klepper

Client Relationship Manager for Retirement Plans

Giannina Cortez

Giannina Cortez

Business Case Manager for Insurance

Giuseppe Vecchiarelli

Giuseppe Vecchiarelli

Client Service Associate

Anthony Priolo

Anthony Priolo

Client Relationship Manager for Insurance

Alexander Jenkins

Alexander Jenkins

Business Case Manager for Investments

Office Support

Tyler Hayden

Tyler Hayden

Support Specialist

Robert Day

Robert Day

Support Specialist

Pablo Castillo

Pablo Castillo

Support Specialist

Alexandra  Esposito

Alexandra Esposito

Office Administrative Assistant

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