Looking forward together

Your partners for life

Our team members have earned the industry’s most respected credentials from the Chartered Financial Analyst Institute, Certified Financial Planning Board, and the American Institute of Certified Public Accountants and have been featured in Barron’s, The Financial Times, Forbes and more.


Meet Our Team

Frank P. Marzano

Managing Principal

Margaret Iamunno

Chief Compliance Officer

Charles Scarallo

Private Wealth Advisor

Brian McAuliffe

Senior Private Wealth Advisor

Frank Balas

Director of Investment Strategy

Eric Bernstein

Director of Alternative Investments

Christopher Castellano

Director of Wealth Strategies

Frank J. Lavrigata

Director of Portfolio Management

Lauren Onsrud

Chief of Staff

Sean Rogers

Director of Finance and Family Office Accounting

Steve Howe

Director of Operations

Kerry Bragg

Client Service Specialist

Michael Bueti

Portfolio Analyst

Elizabeth Byer

Client Relationship Manager

Sue Cheema

Manager, Information Systems and Technology

Melanie Conte

Executive Assistant

Ryan Connor

Research Analyst

Daniel Falcones

Senior Family Office Accountant

Ryan Finnin

Family Office Accountant

Aryanna Gharanfoli

Client Service Specialist

Lyndsey Gorham

Senior Client Relationship Manager

James Hayden

Portfolio Reporting Analyst

Katheryn Jones

Wealth Strategist

Maneet Josen

Family Office Accountant

Angela Loffredo

Operations Associate

Ashley Magnifico

Administrative Assistant

Kristin Polumbo

Client Service Associate

Danielle M. Paganuzzi

Senior Client Relationship Manager

Danielle Siano

Marketing & Communications Manager

Taylor Stathis

Client Relationship Manager

Jake Steinberger

Research Analyst

Rosemary Timoney

Senior Client Relationship Manager

Joseph Weiss

Family Office Accounting Manager

Patrick Wren

Senior Client Relationship Manager

Kara Zalewski

Operations Specialist

Mary Zembis

Client Service Specialist

“GMAG’s dedicated professionals work with other adept minds in the industry to stay on the leading edge of wealth management. We continue to invest in the growth of our individual employees, creating a team with the essential investment and advisory skills required to adapt to changing market dynamics and the needs of our clients.”


– Frank P. Marzano, Managing Principal