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

Stephen Raneri

Chief Investment Officer

Margaret Iamunno

Chief Compliance Officer

Steffi Agbulos

Client Service Associate

Frank Balas

Manager of Research and Investment Strategy

Eric Bernstein

Manager of Alternative Investments

Elizabeth Byer

Client Relationship Manager

Christopher Castellano

Wealth Strategist

Sue Cheema

Systems Administrator

Ryan Connor

Research Analyst

Melanie Conte

Administrative Assistant

Mary Cusumano

Client Service Specialist

Samantha D’Aversa

Client Service Associate

Daniel Falcones


Aryanna Gharanfoli

Client Service Associate

Lyndsey Gorham

Client Relationship Manager

Katheryn Jones

Wealth Strategist

Frank J. Lavrigata

Director of Portfolio Management

Lauren Onsrud

Chief of Staff

Danielle M. Paganuzzi

Director of Client Service

Sean Rogers

Family Office Accountant

Rosemary Santana

Operations Manager

Charles Scarallo

Wealth Strategist

Danielle Siano

Marketing & Communications Manager

Taylor Stathis

Client Relationship Manager

Jake Steinberger

Research Analyst

Rosemary Timoney

Client Relationship Manager

Joseph Weiss

Family Office Accountant

Kara Zalewski

Operations Associate

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