Meet the Team
Mark B. Murphy, CLU®, ChFC®
Chief Executive Officer
Adam Schlossberg, CFP®
President
Benjamin Bush, CLU®, ChFC®
Managing Partner
Christopher Pike, CFA®
Chief Investment Officer
Sweta Shah
Chief Financial Officer
Steven Scotese
Chief Operating Officer
Maureen Motherway
Chief Administrative Officer
Michael Millman
Financial Advisor
Lucas Murphy
Associate
Ethan Denenberg
Associate
Austin L. Singer
Associate
Alessandra Grassi
Financial Advisor
Brittany Shaw
Executive Assistant to The President / Director of Marketing
Stephanie Bush
Executive Assistant to The Managing Partner
Chris Viola
Investment Specialist
Ryan Casey
Client Relationship Manager
Beverly Klepper
Client Relationship Manager for Retirement Plans
Giannina Cortez
Business Case Manager for Insurance
Giuseppe Vecchiarelli
Client Service Associate
Anthony Priolo
Client Relationship Manager for Insurance
Alexander Jenkins
Business Case Manager for Investments
Tyler Hayden
Financial Professional
Robert Day
Financial Professional
Pablo Castillo
Financial Professional
Alexandra Esposito
Office Administrative Assistant