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.

SEE OUR ACCOLADESMEET OUR TEAM

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

Robyn Trani

Director of Family Office Accounting

Kerry Bragg

Client Service Associate

Michael Bueti

Portfolio Analyst

Elizabeth Byer

Client Relationship Manager

Sue Cheema

Systems Administrator

Melanie Conte

Executive Assistant

Ryan Connor

Research Analyst

Daniel Falcones

Junior Accountant

Ryan Finnin

Junior Family Office Accountant

Aryanna Gharanfoli

Client Service Associate

Lyndsey Gorham

Senior Client Relationship Manager

Katheryn Jones

Wealth Strategist

Maneet Josen

Junior Accountant

Danielle M. Paganuzzi

Senior Client Relationship Manager

Sean Rogers

Manager of Finance

Rosemary Santana

Operations 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 Accountant

Patrick Wren

Senior Client Relationship Manager

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