Broker Check

MANAGING PARTNERS

Gary DeStefano, LUTCF

Gary DeStefano, LUTCF

Managing Partner, Massachusetts

Brett Amendola

Brett M. Amendola

Managing Partner, Connecticut

Derek Chan

Derek Chan

Managing Partner, Greater Hudson Financial

BUSINESS DEVELOPMENT

Robert Votruba CFS, MBA, Ph.D.

Robert Votruba, CFS, MBA, Ph.D.

Executive Vice President, Wealth Management

Tyler DeStefano, LUTCF

Tyler DeStefano, LUTCF

Executive Vice President, Disability Insurance

James Steidel

James Steidel

Senior Vice President, Brokerage & Disability Insurance

Paul Barone

Paul Barone

Vice President, Talent Acquisition

Mary Flanigan

Mary Flanigan

Vice President, Marketing

Brian McCarthy, CFP®

Brian McCarthy, CFP®

Vice President, Training & Development

Kristen Martin

Kristen Martin

Marketing & Training

Robert DePalo, JD*, CExP

Robert DePalo, JD, CExP

Director of Business Planning

Steven Eisner, CLF

Steven Eisner, CLF

Managing Director

Nino Finnigan

Nino Finnigan

Managing Director

Michael Fraiman

Michael Fraiman

Managing Director

Andrew Levenson

Andrew Levenson

Managing Director

J.J. Mann

J.J. Mann

Managing Director

Thomas Passante

Thomas Passante

Managing Director

Marcus De Vito, MBA, JD, LL.M

Marcus De Vito, MBA, JD, LL.M

Director of Advanced Planning

Raymond H. Bovich, CFA

Raymond H. Bovich

Director of Wealth Management

Alexander Miradoli, CFP®

Alexander Miradoli, CFP®

Wealth Management Advisor

Ira  Lopkin

Ira Lopkin, CLU®

Brokerage Manager

Paula Zonin-Crowley

Paula Zonin, CLU®, ChFC®, LUTCF

Director of Brokerage, Disability Insurance Specialist

Dean Rothman, AAMS*

Dean Rothman, AAMS

Director of Wealth Management

Larry Rosenthal

Larry Rosenthal

Director of Brokerage/ Disability Income Specialist

OPERATIONS

Veronica  Chang

Veronica Chang, CLTC

Chief Operating Officer

Joy Miller

Joy Miller

Director of Operations

Colleen Marzella

Colleen Marzella

Director of Operations

Vincent Mazzei

Vincent Mazzei

Chief Financial Officer

Jennifer Feingold

Jennifer Feingold

Office Manager & Controller

Lauren Ametrano

Lauren Ametrano

Director of Operations

Raul  Gutierrez

Raul Gutierrez

Agency Control Officer

Kara DeStefano, LUTCF

Kara DeStefano, LUTCF

Vice President, New Business

Carol Augustin

Carol Augustin

Agency Technology Support, Contracting & Licensing

Margaret Turano

Margaret Turano

Executive Assistant

Allyson Ramnarace

Allyson Ramnarace

Operations Specialist

CLIENT SERVICES

Maria Maniaci

Maria Maniaci

Office Manager

Lisa Choi

Lisa Choi

Director of Operations, NJ

Annie Li

Annie Li

Assistant Operations Manager

David Cifuentes

David Cifuentes

Policy Owner Services

Eliza Ng

Eliza Ng

Senior New Business Administrator

Ellen Rondeau

Ellen Rondeau

New Business Administrator

Elaina Greaves-Slavin

Elaina Greaves-Slavin

New Business Administrator

Langston H. Ross

Langston H. Ross

Client Services