Paul J. Valickus, CFA, CFP®

Chairman of the Board
Chief Investment Strategist

Michael R. Matty, CFA, CFP®

President

Timothy W. Suffish, CFA, CPA

Senior Vice President
Equity Markets

Louis Bartenstein

Vice President

Frank A. Carrazza, Jr, CFP®, ChFC, CLU.

Vice President
Director of Financial Planning

Brendon C. Hutchins, CFP®

Senior Vice President
Account Management

Paul J. Marchese

Senior Vice President
Account Management

Amy E. Santarelli

Vice President
Relationship Management

Patricia Faginski

Vice President
Client Services Group

Christine Andrzejewski

Client Services

Tanya Longo

Client Services

Laurie A. Long

Senior Vice President
Operations

Elizabeth M. Pelkey

Vice President
Operations

Eric M. Hojnoski

Vice President
Operations

Jason Schuck

Treasurer

Kellie Lentes

Operations Specialist

Marion F. Roberts

Assistant Vice President

Carolino A. Centeno, Jr.

VP-Marketing & Sales

Earle Hollister

Compliance Manager

Pam Wells

Client Administration Support