Our Financial Advisory Staff

Jeffrey L. Gitterman

Jeffrey L. Gitterman

Co-Founding Partner, AAMS®

Elias S. Rauch

Elias S. Rauch

Co-Founding Partner

Daniel L. Armas

Daniel L. Armas

Wealth Manager, CFP®

Samuel Bell

Samuel Bell

Wealth Manager

Jason P. Condon

Jason P. Condon

Associate Wealth Manager

Gregory T. Giardino

Gregory T. Giardino

Wealth Manager

Ira S. Goldberg

Ira S. Goldberg

Wealth Manager

Edward C. (Ted) Hoffman

Edward C. (Ted) Hoffman

Associate Wealth Manager

Theodore V. Kowalchyn

Theodore V. Kowalchyn

Wealth Manager

Jane T. Krier

Jane T. Krier

Wealth Manager

Kenneth M. Quarnaccio

Kenneth M. Quarnaccio

Wealth Manager

Randolph M. Warren

Randolph M. Warren

Wealth Manager

Our Support Staff

Gary D. Davis, Jr.

Gary D. Davis, Jr.

Chief Operating Officer, Chief Compliance Officer

Adam Bernstein

Adam Bernstein

ESG/Impact Analyst

Jennifer Easley

Jennifer Easley

Operations and Compliance Coordinator

Marie Giles

Marie Giles

Client Service Associate

Yolanda Gonzalez

Yolanda Gonzalez

New Jersey ABP/ACT Coordinator

Kim Nozewski

Kim Nozewski

Client Service Associate

Kim Sroczynski

Kim Sroczynski

Client Service Associate

Maureen Zukosky

Maureen Zukosky

New Jersey ABP/ACT Associate

NJ ABP for College Professionals

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Make an impact with your investments.
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for advisors interested in Impact and ESG Investing.

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