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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Northeast: New York City & Long Island

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Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Partner

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

Barry Cohen

Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Sr. Wealth Advisor

Ben Gyulambaryan, CFP®

Sr. Wealth Advisor

Bridger Dawson

Wealth Advisor

Bryan Bielawski

Bryan Bielawski, CPA, CFA®

Sr. Wealth Advisor

Constanza Low

Wealth Advisor

Cristina Levin

Wealth Advisor

David Haman

David Haman, CFP^®

Sr. Wealth Advisor

New York, Radnor

Gerard Miles, CFP®

Wealth Advisor

Jason O’Meara, CFP®

Partner

Morristown, New York, Radnor

Marissa Nece

Wealth Advisor

Mendim Gecaj, CFP®, CPWA®

Principal

Paul Oliva

Managing Partner

New York, Manhasset

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

Tess Bradshaw

Associate Wealth Advisor

Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Morristown, New York

Ben Bazelais

Client Service Specialist

Helen Berlin

Client Service Specialist

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