Our Team
Leadership
Michael Armstrong
President
Partners
Brendan Hayes
Managing Partner, Financial Advisor
Susan Powers
Managing Partner, Financial Advisor
Chuck Zodda
Managing Partner, Chief Investment Officer
Advisors
Scott Wilson, CRPC®
Financial Advisor
Paul Lane, CFP®
Financial Advisor
Mark Schaffer
Financial Advisor
Investment Team
Daniel Yusup
Portfolio Administrator
Marc Fandetti
Assistant Portfolio Manager
Tyler Radack
Investment Analyst Co-Op
Staff
Michael Bradley
Client Service Associate
Christine Sun
Client Service Associate
Cash Armstrong
Client Service Associate
Huascar Beato
Client Service Associate
Fred Karp
Client Service Associate
Hillary Craig
Client Service Associate
Avra Friedfeld
Prospective Client Liaison
Mark Ravanesi
Prospective Client Liaison
Remy Manzi
Prospective Client Liaison
Lois Ashe
Office Manager / Director of Human Resources
Paul McGarry
Director of Operations
