Top Senior Financial Advisors in Greater New York City Area
Laurence Sarner
President
Greater New York City Area
President
President & CEO
President & CEO
Chief Financial Officer
Sarbanes Oxley Consultant
CFO/Co-founder
Project Manager
Project Manager
Senior Financial Advisor to President/CEO
President
Latin America Summer Intern
Franchise Financial Analyst
International Internal Auditor
Staff Auditor
Accounting Summer Intern
University of Pennsylvania - The Wharton School
The University of Texas at Austin - The Red McCombs School of Business
St. Mark's School of Texas
Recommendations: 12
Start-ups
Financial Analysis
Business Strategy
Forecasting
Business Analysis
Entrepreneurship
Tax Preparation
Project Management
l****[email protected]
t****[email protected]
Michael CRPC(R)
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
Alternative Investments
Senior Alternative Investments Specialist
Rutgers University
South Brunswick High School
Recommendations: 12
Series 7
Alternative Investments
Currency
Asset Allocation
Investments
Portfolio Management
Loan Origination
Strategic Financial Planning
m****[email protected]
Serge Chistov
Owner
Greater New York City Area
Owner
Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Registered Represantative
financial advisor
Moskovskiy Meditsinskiy institut #3 imeni Semashko
Recommendations: 10
Strategic Financial...
Investments
Equities
Wealth Management
Financial Analysis
Insurance
Portfolio Management
Trading
s****[email protected]
Dino Dionne
President & CEO
Greater New York City Area
President & CEO
Managing Partner
Vice President
Senior Financial Advisor
University of Liverpool
St. John's University
NAG
Recommendations: 5
Business Consultancy, Business Development, Asset Management and Trading
FX Options
Bonds
Investment Strategies
Financial Markets
Investment Management
Financial Modeling
Mutual Funds
b****[email protected]
d****[email protected]
Guy Sullivan
FINRA Neutral Arbitrator
Greater New York City Area
FINRA Neutral Arbitrator
Senior Financial Advisor
Managing Director
Cornell University
Recommendations: 1
Alternative Investments
Investments
Wealth Management
Product Development
Marketing Strategy
g****[email protected]
John Rumely
Consultant
Greater New York City Area
Consultant
Consultant
Member and Former Board Member
Senior Manager, Business Development
Director of Marketing
Director of Conferences & Director of Legal Advertising
Financial Advisor
Senior Financial Advisor
New York Open Center - Coaching for Transformation
Harvard University Graduate School of Design
Boston College
La Lumiere School
Recommendations: 1
Public Relations
Real Estate
Legal Assistance
Corporate Law
Marketing
Securities
Sales
Intellectual Property
j****[email protected]
Raymond C. Chera
Vice President, Senior Financial Advisor
Greater New York City Area
Vice President, Senior Financial Advisor
Financial Advisor
Rutgers University-New Brunswick
Recommendations: 0
r****[email protected]
Michael Mattes
Senior Financial Advisor, Managing Director-Wealth Management
Greater New York City Area
Senior Financial Advisor, Managing Director-Wealth Management
Baruch College
Herbert H Lehman College
Recommendations: 0
Asset Allocation
Equity Investment Strategies
Municipal and Taxable Fixed Income Securities
m****[email protected]
Pascale Hainline
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
Universite de Clermont Ferrand
Sorbonne University
Recommendations: 0
p****[email protected]
Ivan Dolgins
Senior Financial Advisor, Managing Director-Wealth Management
Greater New York City Area
Senior Financial Advisor, Managing Director-Wealth Management
New York University
Recommendations: 0
i****[email protected]
Timothy Erday
Managing Principal & Senior Financial Advisor
Greater New York City Area
Managing Principal & Senior Financial Advisor
Recommendations: 0
Portfolio Construction
Wealth Strategies
t****[email protected]
Greg Chimenti
Senior Financial Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Senior Financial Advisor, Senior Vice President-Wealth Management
St Thomas Aguinas
Recommendations: 0
g****[email protected]
Volodymyr Ethan Kubatskyy
Vice President / Senior Financial Advisor
Greater New York City Area
Vice President / Senior Financial Advisor
Wealth Manager
Consultant
Baruch College, City University of New York (CUNY)
Fordham University
Recommendations: 0
Quantitative expertise
Portfolio Construction
Financial Algorithms
Leadership
Momentum Trading
Understanding of risk
v****[email protected]
Eric Ribner
Chief Financial Officer
Greater New York City Area
Chief Financial Officer
Senior Financial Advisor
Portfolio Manager
Senior Vice President / Equity Analyst (Energy/Industrials)
Managing Director
Executive Vice President - Institutional Equity Sales
Equity Institutional Sales
Associate - Sales & Trading
Columbia Business School
Tufts University
Oxford University, St Anne's College
Scarsdale High School
Recommendations: 0
Microsft Office
Financial Analysis
Portfolio Management
Equity Research
Financial Modeling
Investments
Due Diligence
Asset Managment
e****[email protected]
Dennis Loiacono
Vice President Senior Financial Advisor
Greater New York City Area
Vice President Senior Financial Advisor
Founder
Member
Board Member
City University of New York
Recommendations: 0
d****[email protected]
Josh Centre
Senior Vice President - Senior Financial Advisor - Portfolio Manager
Greater New York City Area
Senior Vice President - Senior Financial Advisor - Portfolio Manager
First Vice President - Senior Financial Advisor
Client Service Associate - Global Wealth Management
University of Rhode Island
Horace Greeley High School
Recommendations: 0
j****[email protected]
Nils Bosch
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
Financial Advisor
Personal Banker
Co-Founder
Towson University
South Side High School
Recommendations: 0
Series 7
Series 63
Asset Allocation
Retirement Planning
Wealth Management
Investments
Mutual Funds
Portfolio Management
n****[email protected]
Jeff Altomari
Senior Financial Advisor/Partner
Greater New York City Area
Senior Financial Advisor/Partner
Second Vice President-Portfolio Manager
Second VP-Wealth Management
Financial Consultant
Ithaca College
Florida International University
Highland High School
Recommendations: 0
Mutual Funds
Financial Services
Asset Allocation
Retirement
Equities
Investment Strategies
Insurance
IRAs
j****[email protected]
Wesley Abraham
Assistant Vice President
Greater New York City Area
Assistant Vice President
Associate
Valuation Associate
Senior Financial Advisor
Stockbroker/Analyst
Stockbroker
Simon School of Business, University of Rochester
State University of New York College at Geneseo
Great Neck South High School
Recommendations: 0
Analysis
Business Planning
Competitive Analysis
Corporate Finance
Entrepreneurship
Finance
Financial Analysis
Financial Modeling
w****[email protected]
Steven Hanwacker
Senior Financial Advisor, Assistant Vice President
Greater New York City Area
Senior Financial Advisor, Assistant Vice President
Villanova University
Recommendations: 0
s****[email protected]
Brian Dillon
Financial Advisor, Vice President
Greater New York City Area
Financial Advisor, Vice President
Senior Financial Advisor/Vice President
The College of William and Mary
Recommendations: 0
b****[email protected]
Robin Reich
Senior Financial Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Senior Financial Advisor, Senior Vice President-Wealth Management
Boston University
Recommendations: 0
r****[email protected]
Nicholas F Gambella
Private Client Advisor
Greater New York City Area
Private Client Advisor
Senior Financial Advisor
University of Denver
University of Denver
Recommendations: 0
g****[email protected]
William Supper
Senior Financial Advisor, Vice President
Greater New York City Area
Senior Financial Advisor, Vice President
Fordham University
Fordham University
Recommendations: 0
Retirement Planning
Philanthropic Consultant
Estate Planning Services
b****[email protected]
w****[email protected]
Paulina Rogawski
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
CCNY
Recommendations: 0
p****[email protected]
Joseph Marasciullo, CFP®
Managing Director Global Financial Services
Greater New York City Area
Managing Director Global Financial Services
Regional Manager
Region Investment Manager
Region Investment Manager
Senior Financial Advisor
New York University
Syracuse University - Martin J. Whitman School of Management
Florida Institute of Technology
Farmingdale State College
Bishop Ludden High School
Recommendations: 0
j****[email protected]
Mark Ballestero
Senior Financial Advisor, Vice President
Greater New York City Area
Senior Financial Advisor, Vice President
New York University
Recommendations: 0
Estate Planning Strategies
Wealth Management Strategies
m****[email protected]
Jennifer Maddalena
Senior Financial Advisor, VP
Greater New York City Area
Senior Financial Advisor, VP
Financial Advisor
Realtor Sales Associate
Brookdale Community College
Series 7, 63 licenses obtained at age 20
Recommendations: 0
Small Business
Estate Planning
Strategic Financial...
Investments
Marketing
New Business Development
Entrepreneurship
Insurance
j****[email protected]
t****[email protected]
Mario Milelli
Senior Financial Advisor, Vice President
Greater New York City Area
Senior Financial Advisor, Vice President
Pennsylvania State University System
University of Maine System
Recommendations: 0
m****[email protected]
Darren Eskow
Director
Greater New York City Area
Director
Equity Research Assistant
Senior Financial Advisor Associate
Columbia University - Columbia Business School
Emory University
Recommendations: 0
Valuation
Financial Modeling
Due Diligence
Equity Research
Business Strategy
Investments
Strategic Planning
Management Consulting
d****[email protected]
Cynthia Meyer, CFA®, CFP®, ChFC®
Resident Financial Planner
Greater New York City Area
Resident Financial Planner
Investor/Financial Planner/Financial Educator
Senior Financial Advisor/Financial Advisor
Campaign Manager and Political Consultant
National Campaign Job/Talent Bank and Training Coordinator
Georgetown University
Recommendations: 0
Strategic Planning
Public Speaking
Retirement Planning
Wealth Management
Investments
Strategic Financial Planning
Estate Planning
Investment Advisory
o****[email protected]
Neal Teicher
Vice President, Financial Advisor
Greater New York City Area
Vice President, Financial Advisor
Vice President
Senior Financial Advisior
Senior Financial Advisor
State University of New York College at Oneonta
Susan Wagner High School
Recommendations: 0
n****[email protected]
Roy CRPC®
Senior Financial Advisor, First Vice President
Greater New York City Area
Senior Financial Advisor, First Vice President
Pace University
New York University
George Washington University
Recommendations: 0
s****[email protected]
Gary Stern
Senior Financial Advisor, Managing Director-Wealth Management
Greater New York City Area
Senior Financial Advisor, Managing Director-Wealth Management
Lehigh University
Recommendations: 0
g****[email protected]
Ayo PMP®
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
Head of Data Governance and Data Quality
Data Management Lead
Director, Data Services
Senior Analyst
Director, Electronic Operations
Manager, Electronic Operations
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
Walden University
The American College
Recommendations: 0
o****[email protected]
John Femiano
President
Greater New York City Area
President
Senior Financial Advisor
President
Saint John's University
Recommendations: 0
Series 7
Retirement Planning
Investments
Wealth Management
Series 63
Fixed Annuities
Retirement
Series 65
j****[email protected]
Steven Kabot
Senior Financial Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Senior Financial Advisor, Senior Vice President-Wealth Management
Fordham University
Emory University
Recommendations: 0
s****[email protected]
Dino Kallenekos
Senior Vice President--Investments and Portfolio Manager Director
Greater New York City Area
Senior Vice President--Investments and Portfolio Manager Director
Senior Vice President--Financial Advisor
Senior Financial Advisor
Tax Attorney and Manager of Tax Planning
Tax Attorney
New York University School of Law
Hofstra University School of Law
New York University - Leonard N. Stern School of Business
Recommendations: 0
d****[email protected]
Norman Forrester
Senior Financial Advisor, First Vice President-Wealth Management
Greater New York City Area
Senior Financial Advisor, First Vice President-Wealth Management
Southern Connecticut State University
Recommendations: 0
Retirement Planning
a****[email protected]
Dana Lynch
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
Chair
Senior Vice President
Associate, Morgan Stanley Real Estate Funds
Assistant Vice President
Associate
Columbia Business School
Georgetown University
Recommendations: 0
Asset Managment
Disposition
Real Estate
Acquisitions
Valuation
Due Diligence
Corporate Real Estate
Financial Modeling
d*****@theblacktop.net
Kathy Castelli
Assistant Vice President, Financial Advisor
Greater New York City Area
Assistant Vice President, Financial Advisor
AVP, Senior Financial Advisor
Financial Advisor
Fordham University
Recommendations: 0
k*****@nyc.rr.com
Jeffrey Scales
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
Managing Principal
Advisor
Ambassador
The University of New Mexico
Recommendations: 0
j*****@jsafinancial.com
Keith Gebert
President
Greater New York City Area
President
Senior Financial Advisor
Financial Advisor
Dominican College of Blauvelt
Recommendations: 0
Strategic Financial Planning
Asset Managment
Private Equity
Entrepreneurship
Financial Risk
Investments
Securities
Finance
k****[email protected]
k*****@rightbridgefinancial.com
Jeffrey Florio
Senior Financial Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Senior Financial Advisor, Senior Vice President-Wealth Management
Pace University
Recommendations: 0
j****[email protected]
Jack Herling
Senior Financial Advisor, Assistant Vice President
Greater New York City Area
Senior Financial Advisor, Assistant Vice President
Pace University
University System of Maryland
Recommendations: 0
Wealth Management
j****[email protected]
Kim CLTC
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
Member
Member
Speaker
Lebanon Valley College
Morristown High School
Earn More
Recommendations: 0
Wealth Management
Retirement Planning
Succession Planning
Strategic Financial Planning
Investment Strategies
Asset Management
Investments
Estate Planning
k****[email protected]
Gina Carosella
Senior Financial Advisor, Assistant Vice President
Greater New York City Area
Senior Financial Advisor, Assistant Vice President
LaMirada High School
Recommendations: 0
g****[email protected]
Allan Sanford
Senior Financial Advisor, Assistant Vice President
Greater New York City Area
Senior Financial Advisor, Assistant Vice President
american college of radiology
Vernon Township High School
Recommendations: 0
a****[email protected]
Jason Dilorenzo
Market Director-Executive Director
Greater New York City Area
Market Director-Executive Director
Senior Financial Advisor, Presidents Circle
Dowling College
Recommendations: 0
j****[email protected]
Brian Fleishhacker
Fixed Income Sales
Greater New York City Area
Fixed Income Sales
High Yield Credit Desk Analyst
Executive Department Analyst
Senior Financial Advisory Team Assistant
Trading Desk Intern
Haverford College
New York University - Leonard N. Stern School of Business
Manhasset High School
Manhasset High School
Recommendations: 0
Chartered Financial Analyst
b****[email protected]
Daniel Madonia
Senior Financial Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Senior Financial Advisor, Senior Vice President-Wealth Management
Fairfield University
Recommendations: 0
d****[email protected]
Katarina Markovic
Managing Director
Greater New York City Area
Managing Director
Director of Business Development
Vice President
MBA Student
Senior Financial Advisor
Recommendations: 0
k*****@lkscap.com
k****[email protected]
John Hommel
President
Greater New York City Area
President
Partner/Senior Financial Advisor
Financial Planning Consultant
Vice President
Vice President
First Vice President
Ohio Wesleyan University
Recommendations: 0
Asset Management
Series 7
Investments
Strategic Financial Planning
Series 63
Securities
Fixed Income
Finance
j****[email protected]
Woong seong Hwang
Senior Financial Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Senior Financial Advisor, Senior Vice President-Wealth Management
University of Pennsylvania
Korea University
Recommendations: 0
p****[email protected]
Drew Rosenfeld
Vice President - Senior Financial Advisor
Greater New York City Area
Vice President - Senior Financial Advisor
The College of New Jersey
Recommendations: 0
Retirement Planning
Series 7
Wealth Management
Financial Planning
Investments
Series 66
IPO
Insurance Planning
r****[email protected]
Donald Vassallo
Senior Financial Advisor, Vice President
Greater New York City Area
Senior Financial Advisor, Vice President
Hofstra University
Recommendations: 0
d****[email protected]
Jean A. Leonard MBA, CRPC®, CFP®
Principal/Personal Financial Advisor
Greater New York City Area
Principal/Personal Financial Advisor
Senior Financial Advisor
College for Financial Planning
FINRA Series 7, 23, 65 and 24
Sacred Heart University
Southern Connecticut State University
Recommendations: 0
j****[email protected]
Thomas Filipowicz
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
Vice President - Financial Advisor
Financial Advisor
Fairleigh Dickinson University-Metropolitan Campus
New Jersey Institute of Technology
Recommendations: 0
Retirement Income Strategies
Retirement Planning
Series 7
Series 66
Retirement
Languages
t****[email protected]
Paul Scarpelli
Vice President | Senior Financial Advisor
Greater New York City Area
Vice President | Senior Financial Advisor
Vice President | Senior Branch Manager | Deputy District Manager
Vice President | Branch Manager
Assistant Vice President | Branch Manager
Graduate School of Retail Banking University of Virginia
Fordham University
Recommendations: 0
Strategic Financial Planning
Leadership
Economics
Financial Services
Banking Relationships
Business Relationship Management
Relationship Mgmt
New Business Development
p****[email protected]
Mario Gaztambide
Senior Managing Director Residential Properties
Greater New York City Area
Senior Managing Director Residential Properties
Director
Investment Banking Analyst
Senior Financial Advisor
University of Miami Herbert Business School
Georgetown University
Recommendations: 0
Real Estate
Property Management
Negotiation
Real Estate Investment
Asset Management
Residential
Budgeting
Contract Negotiation
g****[email protected]
m****[email protected]
Ellen Meyerson - CRPC
Executive Vice President
Greater New York City Area
Executive Vice President
Senior Financial Advisor
The Ohio State University
Recommendations: 0
Financial Advisory
Securities
Chartered Retirement Planning Counselor
Risk Management
Portfolio Management
Finance
Series 7
Wealth Management
e****[email protected]
Felipe Bulgacov
CEO
Greater New York City Area
CEO
Senior Financial Advisor
Stock Broker
Fundação Getulio Vargas
UFPR
Universidade Positivo
New York University
New York University
New York University
Recommendations: 0
Financial Markets
Derivatives
Asset Management
Portfolio Management
Trading
Operating Systems
Brokerage
Capital Markets
f****[email protected]
Robert D'Alia
Senior Financial Advisor, First Vice President-Wealth Management
Greater New York City Area
Senior Financial Advisor, First Vice President-Wealth Management
Richard Stockton College of New Jersey
Recommendations: 0
r****[email protected]
Kevin Budds
Senior Financial Advisor, Assistant Vice President
Greater New York City Area
Senior Financial Advisor, Assistant Vice President
Saint Peter's College
Recommendations: 0
k****[email protected]
Patrick Bohen
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
Saint Bonaventure University
Seton Hall Prep
Recommendations: 0
Retirement
Finance
Financial Services
Retirement Planning
Series 7
Mutual Funds
Wealth Management
Securities
p****[email protected]
David C. Helfrich
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
East Stroudsburg University of Pennsylvania
East Stroudsburg University of Pennsylvania
Recommendations: 0
Disability Insurance
Wealth Management
Strategic Financial Planning
Investments
Investment Strategies
Insurance
Estate Planning
Succession Planning
d****[email protected]
Alan Schoenfeld
Senior Financial Advisor, First Vice President-Wealth Management
Greater New York City Area
Senior Financial Advisor, First Vice President-Wealth Management
New York University
New York University
Recommendations: 0
a****[email protected]
Dwayne N. Stewart
Accounting Associate
Greater New York City Area
Accounting Associate
Senior Financial Advisor
Bank Teller
Audit Intern - Financial Services Industry
Audit Intern - Financial Services Industry
Monroe College Campus Ambassador - Marketing
Fiscal Intern - Non-For-Profit Accounting
Tax Associate - Individual Tax
Monroe College
Brooklyn Studio Secondary School
Brooklyn College Academy
Recommendations: 0
Accounts Payable
Accounts Receivable
QuickBooks
Financial Statements
Bookkeeping
Auditing
Journal Entries
Bank Reconciliation
d****[email protected]
Scott Zelniker
Senior Financial Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Senior Financial Advisor, Senior Vice President-Wealth Management
Hofstra University
Boston University
Recommendations: 0
Senior Portfolio Manager
s****[email protected]
John A. Pomeroy
Senior Financial Advisor
Greater New York City Area
Senior Financial Advisor
Union College
Recommendations: 0
Investments
Finance
401k
Pensions
Banking
Portfolio Management
Financial Analysis
Risk Management
j****[email protected]
Ian Arellano
Senior Financial Advisor, First Vice President-Wealth Management
Greater New York City Area
Senior Financial Advisor, First Vice President-Wealth Management
Clemson University
Recommendations: 0
i****[email protected]
BRUCE BOEHMCKE
Financial Advisor, Vice President
Greater New York City Area
Financial Advisor, Vice President
Senior Financial Advisor VP
SVP- Financial Advisor & Branch Manager
VP-Regional Director : Banking Industry Group NYC
Villanova University
Albertus Magnus College
Chaminade High School
Recommendations: 0
b****[email protected]
David Lewson
Senior Financial Advisor, Vice President
Greater New York City Area
Senior Financial Advisor, Vice President
Rensselaer Polytechnic Institute
Recommendations: 0
d****[email protected]
Christopher Matteo
Senior Financial Advisor, Vice President
Greater New York City Area
Senior Financial Advisor, Vice President
Penn State University
Recommendations: 0
c****[email protected]
Chris Pollard, MBA, CFP®
Wealth Manager
Greater New York City Area
Wealth Manager
Senior Financial Advisor
Financial Advisor
Budget Analyst and Operations Officer
Company Commander
Brigade Assistant Operations Officer
Platoon Leader
Infantry Officer
Georgia State University - J. Mack Robinson College of Business
United States Military Academy at West Point
Recommendations: 0
c****[email protected]
Kathleen Bresnan, CFP®, CFS®, CRPC®
Private Wealth Advisor
Greater New York City Area
Private Wealth Advisor
Senior Financial Advisor, CFP, CRPC
Vice President
New York, New York
Broker
Staff Accountant
New York University
Providence College
Recommendations: 0
k****[email protected]
Carlos Ruiz
Managing Director
Greater New York City Area
Managing Director
Vice President
Analyst
Senior Financial Advisor
Harvard University
Columbia University - Columbia Business School
Recommendations: 0
