“Understanding your dreams and helping you achieve them is our mission. We deliver world-class resources in ways our clients want and appreciate, to accommodate their goals and provide for their futures.”

Christopher M. Allegretti
Managing Principal and CEO

Christopher M. Allegretti, CPA Managing Principal and CEO
Quinto F. Ambrosetti, CFP® Principal, Senior Financial Advisor
James A. Arcoraci, CRPC® Principal, Senior Financial Advisor
Dan E. Baer, CPA, PFS Principal, Senior Financial Advisor
Matthew Costigan, CFP®, CPA/PFS Principal, Senior Financial Advisor
Scott Cross, CFA Principal, Chief Operating Officer
David Darwish, CFP® Principal, Senior Financial Advisor
Ryan Furtwangler, CFP® Principal, Senior Financial Advisor
Gerald W. Hall, WMS Principal, Senior Financial Advisor
William F. Casey, III Principal, Senior Financial Advisor
Richard C. Morrow, CPA, CFP® Principal, Senior Financial Advisor
R. Dean Piccirillo, CFP®, CRPS®, AIFA® Principal, Senior Financial Advisor
Augustine A. Repetto, MST, CFP® Principal, Senior Financial Advisor
Steven Rinn, CFP® Principal, Senior Financial Advisor
Stephen C. Schramm, CFP®, CPA/PFS Principal, Senior Financial Advisor
Brian Sommers, CFA Principal, Chief Investment Officer
Christopher N. Sorce, CFP® Principal, Senior Financial Advisor
Gregory J. Sorce, CFP®, MSFS Principal, Senior Financial Advisor

Working Together
Sets Us Apart.

HBKS advisor and team are independent and strategic, and backed by superior intelligence and technologies.

Join Our Team