Jonah Blumenthal, JD Financial Advisor
Jonah Blumenthal brings a unique perspective to financial planning, drawing from his extensive background as a trusts and estates attorney. With over eight years of experience at premier Long Island law firms, including Rivkin Radler LLP and Forchelli Deegan Terrana LLP, Jonah has guided countless executors, trustees, and families through complex wealth transfers and estate planning decisions. This distinctive background allows him to spot potential obstacles before they arise and create strategies that stand the test of time.
What drives Jonah is the opportunity to be a trusted partner in his clients’ financial journeys from day one. Having witnessed both successful wealth transfers and costly financial missteps in his legal practice, he understands the critical importance of making sound decisions early. At Opal, he combines his deep knowledge of estate and tax planning with a passion for helping clients build and preserve wealth both for themselves and for future generations.
“One of the things that excites me about Opal is joining clients on their journey from the very beginning, partnering with them to help increase their wealth and serving as a sounding board during their most important life decisions.”
Named a Super Lawyer’s New York Metro Rising Star for Estate and Probate from 2021-2024, Jonah holds a Juris Doctor from St. John’s University School of Law and is admitted to practice in New York, New Jersey, and the United States Tax Court. Away from the office, Jonah is a family man who enjoys quality time with his wife and three children, as well as open-fire barbecuing, consuming audiobooks, and playing tennis and basketball.

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

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

Gino Carollo
Financial Advisor

Chris Clasen, CFA®
Chief Operating Officer, Chief Compliance Officer

Kayla Kennelly
Chief Growth 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, CIMA®, FPQP™
Client Service Associate

Christine Nardella
Client Service Associate

Brittany Siemer
Marketing Manager

Kristopher Krauss
Analyst
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Jonah Blumenthal, JD