Meet Our Team

Gianluca Palermo, CEPA®, CFP®, QPFC

Managing Partner

Nicholas Frangas, CFP®, QPFC

Managing Partner

John M. Sepe

Managing Director
Senior Financial Advisor

Marc Stenzler, QPFC

Senior Vice President
Senior Financial Advisor

Charles Donnelly

Senior Vice President
Senior Financial Advisor

Sheena Marr, QPFC

Senior Vice President
Senior Financial Advisor

Jay Szerencsy

Vice President
Senior Financial Advisor

Vincent Parziale

Assistant Vice President
Financial Advisor

Thomas Houlihan

Assistant Vice President
Financial Advisor

John (Jack) Mulligan

Assistant Vice President
Financial Advisor

Tina Nystedt

Assistant Vice President
Private Wealth Associate

Christina Panouis

Assistant Vice President
Private Wealth Associate

Kerri Chiodo

Assistant Vice President
Private Wealth Associate

Judith Hansen

Assistant Vice President
Private Wealth Associate