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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Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Director

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

Jason O’Meara, CFP®

Sr. Wealth Advisor, Sr. Director

Morristown, New York, Radnor

John P. Middleton image

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

Sr. 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

Kevin Dillon, CFP®, CRPC®

Regional Vice President

Hockessin, Manhasset, New York, Radnor, Allentown, Cherry Hill, Newark, Morristown

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

Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Morristown, New York

Andrew Glick

Client Service Specialist

Anna Seckular

Head of Corporate Executive Wealth Partnership

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

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

Jiany Lindsey

Client Service Specialist

Mathew Carrigy

Sr. Client Service Specialist

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