Broker Check

Meet the Team

Partners

Advisors

Senior 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

Maureen Motherway

Chief Administrative Officer

Team Specialists

Chris Viola

Chris Viola

Investment Specialist

Brittany  Shaw

Brittany Shaw

Executive Assistant to The President

Stephanie Bush

Stephanie Bush

Executive Assistant to The Managing Partner

Ryan  Conklin

Ryan Conklin

Director of Planning

Vincent Ferra

Vincent Ferra

Client Relationship Manager for Retirement Plans

Ryan Casey

Ryan Casey

Client Relationship Manager

Anthony Priolo

Anthony Priolo

Client Relationship Manager for Insurance

Alexander Jenkins

Alexander Jenkins

New Business Case Manager

Beverly Klepper

Beverly Klepper

New Business Case Associate

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