Our Team

Leadership

Michael Armstrong

President

Brendan Hayes

Managing Partner, Financial Advisor

Susan Powers

Managing Partner, Financial Advisor

Chuck Zodda

Managing Partner, Chief Investment Officer

Chief Compliance Officer

Leonid Berline

Chief Compliance Officer

Advisors

Scott Wilson, CRPC®

Financial Advisor

Paul Lane, CFP®

Financial Advisor

Mark Schaffer, CFP®

Financial Advisor

Andrew Haff, CFP®

Financial Advisor

Michael Bradley

Financial Advisor

Matt Sczurek, CFP®

Financial Advisor

Investment Team

John Bridges

Portfolio Trader

Marc Fandetti

Assistant Portfolio Manager

Staff

Christine Sun

Client Service Associate

Cash Armstrong, CFP®

Client Service Associate

Liz Mettler

Client Service Associate

Avra Friedfeld

Prospective Client Liaison

Mark Ravanesi

Prospective Client Liaison

Michele Cropley

Operations Manager

Michael Toomey

Client Service Associate

Mary Mullaney

Client Service Associate

Maya Zmoira

Principal Comptroller

Cimbria Stone 

Marketing & Events Coordinator

Lois Ashe

Office Manager / Director of Human Resources