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Managing Principal

Frank P. Marzano

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Chief Investment Officer

Stephen Raneri

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Adam H. Campbell

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Director of Portfolio Management

Bruno Fellin

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Chief Compliance Officer

Margaret Iamunno

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Chief of Staff

Caitlin Heery

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Wealth Strategist

Charles Scarallo

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Controller

Satarrah Edwards

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Wealth Strategist

Christopher Castellano

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Marketing & Communications Manager

Danielle Siano

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Manager of Alternative Investments

Eric Bernstein

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Manager of Research and Investment Strategy

Frank Balas

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Research Analyst

Ryan Connor

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Director of Client Services

Frank J. Lavrigata

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Client Relationship Manager

Lyndsey Gorham

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Client Relationship Manager

Rosemary Timoney

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Client Relationship Manager

Danielle M. Paganuzzi

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Client Relationship Manager

Laura Morgan

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Client Relationship Manager

Theresa McNamara

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Operations Associate

Christine Annibale

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Client Service Specialist

Taylor Stathis

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Client Service Specialist

Elizabeth Byer

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Bookkeeper

Kathryn Oliver

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Administrative Assistant

Jessica D’Errico

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Associate Wealth Strategist

Cara Soviero

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GMAG Client Relationship Managers

Team Approach, One Point of Contact

 

Our service platform begins with every GM Advisory Group client being assigned a dedicated Client Relationship Manager (CRM). In this role, the CRM is responsible for managing the overall experience at GMAG, coordinate all services rendered to the client, and ensuring that each client is extended the full level of service suitable to their needs from our thoughtfully developed wealth management platform.

 

The CRMs are supported by team members from across the organization in their effort to provide you with the optimal GMAG experience. It is their responsibility to customize our service offerings to each individual’s preference so that your personal Private Wealth Advisors, Wealth Strategists, Portfolio Managers, and other members of our infrastructure, are in an optimal position to meet your goals and objectives.

“Our team consists of dedicated professionals, and we work with other adept minds in the industry. We continue to invest in the growth of our individual employees and have created a team with essential investment skills and advisory expertise needed to adapt to changing market dynamics and client needs.”

Frank P. Marzano, Managing Principal