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: Morristown

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Abby Salameh

Managing Partner

Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Partner

Allentown, Cherry Hill, Fairport, Hockessin, Marlboro, Morristown, Radnor, West Hartford, Woodbridge, Hingham

Jason O’Meara, CFP®

Partner

Morristown, Radnor

John P. Middleton image

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

Sr. Wealth Advisor

Morristown, Marlboro

Lorraine Eugenio image

Lorraine Eugenio, CFP®, CDFA®

Wealth Advisor

Morristown, Marlboro

Rafael Arellano

Rafael Arellano, CFP^®

Sr. Wealth Advisor

Marlboro, Morristown

Steven Crevar, CFP^®

Wealth Advisor

Marlboro, Morristown

Susan Portnoi

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York, Marlboro

Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Morristown, New York

Andrew Glick

Client Service Specialist

Jiany Lindsey

Client Service Specialist

Mathew Carrigy

Sr. Client Service Specialist

Kevin Dillon, CFP®, CRPC®

Sr. Vice President

Allentown, Cherry Hill, Hockessin, Morristown, Radnor

Kevin Meyersburg

Kevin Meyersburg

Regional Vice President

New York, Morristown

Stacy Reen

Sr. Client Development Associate

Bryan Corbitt

Bryan Corbitt, CFA®, CFP®

Sr. Financial Planner

Tammy Cooper

Tammy Cooper, CPA, CFP^®

Sr. Financial Planner

Morristown, New York

Elliott Giammarino

Tax Manager

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