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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Tammy Cooper

Tammy Cooper, CPA, CFP^®

Sr. Financial Planner

Morristown, New York

Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Morristown, New York

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

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

Helen Berlin

Client Service Specialist

Jesse Frehling, AIF®

Regional Vice President

J Mignone

Jesse Mignone

Manager, Client Service

Manhasset, New York

Joe Scotti

Client Service Specialist

Kevin Moriarty

Kevin Moriarty

Sr. Client Service Specialist

Kate Shackleton

Executive Managing Director

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