Meet Our Team

Gianluca Palermo, CEPA®, CFP®, QPFC
Managing Partner

Nicholas Frangas, CFP®, QPFC
Managing Partner


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


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