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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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

J Mignone

Jesse Mignone

Manager, Client Service

Manhasset, New York

Joe Scotti

Client Service Specialist

Kevin Moriarty

Kevin Moriarty

Sr. Client Service Specialist

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