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
Joseph Trucano, CFP ®
Director of Financial Planning
Experience: Since 2010
Specialty: High Net Worth Client Management, Financial Planning & Strategy, Business Development, Retirement Planning
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, CFA®
Senior Research Analyst
Experience: Since 2015
Specialty:
Business Development, Investment Research, Portfolio Maintenance, Relationship Management, Trade Execution
Plaques: Chartered Financial Analyst, 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, Jr.
Director of Research
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, Running, 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
Pastime: Family, Traveling, Camping, Kayaking, Skiing, Beach
Eric Feigenwinter
Research Associate
Experience: Since 2023
Specialty: Investment Research, Financial Modeling, Portfolio Maintenance
Plaques: The Pennsylvania State University B.S. Finance, Minor Information Systems Management
Community: Penn State THON
Pastime: Family, Golf, New York Sports, Beach
Makayla Vazquez
Wealth Strategy Associate
Experience: Since 2021
Specialty: Financial Planning, Relationship Management, Client Service, Operational Support
Plaques: Elon University, B.S. in Finance & Minor in Accounting, Series 7 and 63
Community: Member of The Estate Planning Council of New Jersey
Pastime: Family, Fitness, Cooking, Traveling, Beach, Golf
