Our Leadership
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Christopher M. Allegretti
Chief Executive Officer
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Quinto F. Ambrosetti, CFP®
Principal, Senior Financial Advisor
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James A. Arcoraci, CRPC®
Principal, Senior Financial Advisor
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William F. Casey, III
Principal, Senior Financial Advisor
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Matthew Costigan, CFP®, CPA/PFS
Principal, Senior Financial Advisor
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Scott Cross, CFA
Principal, Chief Operating Officer
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David Darwish, CFP®
Principal, Senior Financial Advisor
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Ryan Furtwangler, CFP®, AEP®
Principal, Senior Financial Advisor
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Gerald W. Hall, WMS
Principal, Senior Financial Advisor
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Chris Hines, CFA
Principal, Senior Financial Advisor
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Brian Mallette, CFP®
Principal, Senior Financial Advisor
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Richard C. Morrow, CPA, CFP®
Principal, Senior Financial Advisor
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R. Dean Piccirillo, MSFS, CFP®, CRPS®, AIFA®
Principal, Senior Financial Advisor
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Augustine A. Repetto, MST, CFP®
Principal, Senior Financial Advisor
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Steven Rinn, CFP®
Principal, Senior Financial Advisor
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Stephen C. Schramm, CFP®, CPA/PFS
Principal, Senior Financial Advisor
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Brian Sommers, CFA
Principal, Chief Investment Officer
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Tom Taranto, CFP®, AIF®
Principal, Senior Financial Advisor
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Brittany Taylor, CFP®
Principal, Senior Financial Advisor