TEAM
current

Brad Jacobson

Senior Portfolio Manager 
& Managing Director
Experience: Since 1993 

Specialty: Business Development,High Net Worth Client Management, Strategic Asset Allocation

Plaques: Syracuse University, B.S. Degree Finance, Minor Economics

Community: Cerebral Palsy of North Jersey; Board Member

Pastime: Wife, Four Children, Golf, Skiing, Guitar

Joseph Sharma, CFA® 

Chief Investment Officer 
& Managing Member
Experience: Since 1992 

Specialty: Chief Investment Officer, Equity Portfolio Manager, Quantitative & Fundamental Equity Analyst

Plaques: Chartered Financial Analyst, Kelly School of Business at Indiana University MBA, Virginia Commonwealth B.S. Degree Economics 

Community: Blessed Sacrament, New York Society of Security Analysts Member

Pastime: Wife, Children, Tennis Coach & Mentor

James Lynch

Senior Portfolio Manager
Experience: Since 1986 

Specialty: Credit Analysis, Fixed Income Portfolio Manager, Strategic Wealth Protection

Plaques: Financial Planner

Community: Morristown Community Theatre; Board Member

Pastime: Wife, Children, Grandchildren, Author, Keynote Speaker, Skiing, Tennis, Theater

Carla McDonald

Senior Client Service Associate
Experience: Since 1994

Specialty: Account Maintenance, Client Service, Organizational Development, Report Management

Plaques: Berkeley College, B.S. in Finance, Magna Cum Laude with Honors

Community: iMentor, Three Doctors Foundation 

Pastime: Mom, Mentor, Volunteer

Joseph Trucano, CFP ®

Director of Financial Planning
Experience: Since 2010

Specialty: Business Development, Financial Planning, Relationship Management, Strategic Asset Allocation

Plaques: Financial Planner, Rutgers University, B.A. Economics, Minor History

Community:  Board Member of  The Estate Planning Council of Central New Jersey

Pastime: Father, Husband, NY Mets, NY Jets, Golf, American History

Matt Biedron

Senior Research Analyst
Experience: Since 2015

Specialty: Business Development, Investment Research, Portfolio Maintenance, Relationship Management, Trade Execution

Plaques: Investment Advisor Representative, National Social Security Advisor, University of Pittsburgh, B.A. Business & Communication

Community: Pennington School; Chair of Scholarship Golf Classic & Alumni Association Board Member

Pastime: Family, Golf, Skiing, Tennis, Traveling, Yoga

Drew Crawford

Senior Research Analyst
Experience: Since 2019

Specialty: Account Maintenance, Client Service, Investment Research, Portfolio Maintenance, Trade Execution 

Plaques: Virginia Commonwealth University B.S. Degree Finance History

Community: Adult Day Center of Somerset County Volunteer

Pastime: Basketball, Golf, Fishing, Neurology, Family

Laura Flanagan, PHD | JD

General Counsel and CCO
Experience: Since 1996 

Specialty: Compliance, Legal 

Plaques: Marymount Manhattan College, B.A. English, Stony Brook University, PhD English, Albany Law School, Union University, J.D. [Albany Law Review, Editor]

Community: The Chapin School, The 
Gentle Barn

Pastime: Rock-Star Husband, Step-Kids, Writing, Equestrian Sports, Painting, Yoga

Patrick Dolan

Head of Business Development
Experience: Since 1982

Specialty: Business Development, Institutional Equity and Fixed Income Sales

Plaques: B.S., Finance, University of Dayton, Master of International Management, Thunderbird, The American Graduate School of International Management

Community: Director Emeritus, Chesterfield Hockey Association

Pastime: Wife, Children, Grandchild, Golf, Biking

Allison Jaffe

 Compliance Associate
Experience: Since 1993

Specialty: Chief of Compliance, Retail and Institutional Broker-Dealer, Asset and Wealth Management

Plaques: University of Dayton, B.A. Communication Management, former Series 24, 7 and 63, Syndicate Manager, Stock Loan

Community: Soccer Mom

Pastime: Husband, Son & Daughter, Soccer, Boating, Tennis, Beach
 

Olivia Augustyniak

 Client Service Associate
Experience: Since 2019

Specialty: Client Service, Account Maintenance, Onboarding Management, Relationship Management, Cash Management, Organizational Development, Operational Support

Plaques:  Radford University Carilion, B.S. in Healthcare Administration

Community: 

Pastime: Family, Traveling, Camping, Kayaking, Skiing, Beach 
  
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