Our Team
Giant redwood image Responsibility, Innovation and Intelligence
Our team consists of the industry’s top professionals and we work with the brightest minds in the industry. We continue to invest in the growth of our individual employees and have created a team which possesses the investment skills and advisory expertise needed to adapt to changing market dynamics and client needs.
Frank P. Marzano, Managing Principal

GM Advisory Group’s investment professionals bring a wide complement of investment, financial planning and tax knowledge to high net-worth individuals, corporate executives, and family-owned businesses. Members of our Investment Team hold one or more of our industry‚Äôs most respected credentials — the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) designations.

Our Client Service Team has the experience and knowledge to not only meet client’s current needs, but we continually develop and implement new tools and processes to ensure continual client satisfaction. GM Advisory Group’s objective is that clients are served by the most knowledgeable relationship manager that our industry has to offer. To ensure this, we invest heavily in industry training and skill development.

Team Directory

Management Team

Frank P. Marzano
Managing Principal

Danielle Siano
Marketing & Communications Manager

Satarrah Edwards

Caitlin Heery
Executive Assistant to Frank Marzano

Investment Team

Bruno J. Fellin
Director of Portfolio Management

Adam H. Campbell

Frank J. Lavrigata
Senior Research Analyst

Brian Comiskey
Research Analyst

Frank Balas
Investment Analyst

Eric Bernstein
Alternative Investment Associate

Wealth Strategies Team

Charles Scarallo
Wealth Strategist

Christopher Castellano
Wealth Strategist

Client Service Team

Debra Higgins
Custodial Relations Manager

Lyndsey Gorham
Client Relationship Manager

Laura Bessor
Client Relationship Manager

Rosemary Timoney
Client Relationship Manager

Theresa McNamara
Client Relationship Manager

Elizabeth Byer
Client Service Specialist

Christine Annibale
Administrative Assistant

Kathryn Oliver

Jessica D’Errico
Administrative Assistant