Gino Carollo Financial Advisor
Gino Carollo truly enjoys connecting with clients on both a personal and professional level. An empathetic listener, he helps people gain clarity about what they want out of life. Using well-honed analytical skills, he simplifies financial complexities to make them understandable. From there, Gino delivers a clear and concise plan of action to bring desired goals within reach. His depth of experience allows him to effectively guide clients throughout their entire investment life cycle. Gino’s greatest joy is empowering people to live their dreams.
What’s most important to me is being a positive force for transforming people’s lives. Opal’s process, planning, and resources empower clients to stay focused on achieving their priorities.
Before joining the Opal team in 2021, Gino spent 24 years in the financial services industry. Most recently, he was a financial advisor at Citigroup Global Markets Inc. Previously, Gino worked at HSBC Bank USA, HSBC Securities USA, and Morgan Stanley.
Gino is married and has three children. He relishes sharing teachable moments with his children as much as he loves to be a self-described “goofball” with them. A hockey player since the age of 13, Gino now volunteers as a coach for kids’ Flag Football and Little League teams. In quieter moments, he loves to read about successful companies and collect old vinyl record albums.
Our Team
Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
Financial Advisor, Principal
Lee Korn, CPWA®
Financial Advisor, Principal
Joseph N. Filosa, CFP®
Financial Advisor, Principal
Matthew P. Krouse, CFP®, AAMS®
Financial Advisor
Chris Clasen, CFA®
Chief Operating Officer, Chief Compliance Officer
Katherine M. Dean, CFP®
Financial Advisor
Chelsea Barrows, CFP®, AIF®
Financial Advisor
Tiffany Melendez
Relationship Manager
Christine Ketcham
Relationship Manager
Eugenia Kalaitzidis
Senior Client Service Associate
Jamie Bruno
Operations Specialist, Advisor Transition Coordinator
Daniel Gibbons, FPQP™
Client Service Associate
Christine Nardella
Client Service Associate
Brittany Siemer
Marketing Manager
Kristopher Krauss
Analyst
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Gino Carollo