Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Marlboro

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Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Director

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge, Marlboro

John P. Middleton image

John P. Middleton, CFA, CFP®, CAIA®, AIF®

Senior Wealth Advisor

Morristown, Marlboro

Lorraine Eugenio image

Lorraine Eugenio, CFP®

Wealth Advisor

Morristown, Marlboro

Rafael Arellano

Rafael Arellano, CFP^®

Sr. Wealth Advisor

Morristown, New York, Marlboro

Steven Crevar

Steven Crevar, CFP^®

Wealth Advisor

Morristown, New York, Marlboro

Susan Portnoi

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York, Marlboro

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