Chris Clasen, CFA® Chief Operating Officer
Our Team

Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
Financial Advisor, Principal

Lee Korn, CPWA®
Financial Advisor, Principal

Joseph N. Filosa, CFP®, CLU®
Financial Advisor, Principal

Kayla Kennelly
Chief Growth Officer

Jamie Bruno
Chief Compliance Officer

Matthew P. Krouse, CFP®, AAMS®
Financial Advisor

Gino Carollo
Financial Advisor

Katherine M. Dean, CFP®
Financial Advisor

Chelsea Barrows, CFP®, AIF®
Financial Advisor

Jonah Blumenthal, JD
Financial Advisor

Shane DeVincenzo
Alternative Investment Operations Analyst

Tiffany Melendez
Relationship Manager

Christine Ketcham
Relationship Manager

Eugenia Kalaitzidis
Senior Client Service Associate

Daniel Gibbons, CIMA®, FPQP™
Client Service Associate

Christine Nardella
Client Service Associate

Taylor De Stefani
Client Service Associate

Brittany Siemer
Marketing Manager

Kristopher Krauss
Analyst
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Chris Clasen, CFA®