Robert A. Di Iorio, CIM®

Senior Portfolio Manager & Wealth Advisor

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Jeffrey Lynn, CFA, MBA

Associate Portfolio Manager

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Claudia Pulizzi

Associate Wealth Advisor

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Jordan Glazer

Administrative Assistant

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Francis Lutfy

Administrative Assistant

      Private Banking Specialist

Private Banking professionals are key partners to our team, and for our clients. They offer a comprehensive and individually tailored banking experience for high net worth families, and are an integral part of the overall planning process. They are backed by dedicated support teams, as well as credit specialists who can help provide access to advanced credit structures.

     Financial Planning Specialist

Financial Planning Specialists can construct in-depth projections and provide detailed recommendations for optimizing our clients' financial situations. These plans are geared towards relatively complex situations, while clients with lower levels of complexity can also leverage software-based planning coordinated directly with our team.

Will & Estate Consultant

A Will & Estate Consultant works closely with our team to provide clients with information on structuring their estates based on their wishes, their needs, and tax-efficiency. Following a consultation, clients receive a report outlining various estate-planning opportunities which could be explored in more detail with their own notary, lawyer, or accountant.

     Estate Planning Specialist 

These insurance experts work with our team to help optimize the growth and preservation of your wealth. We follow a comprehensive process to assess needs and, when appropriate, recommend tax-efficient strategies to enhance the future values of our clients' legacies.