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Managing Principal

Frank P. Marzano

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Chief Investment Officer

Stephen Raneri

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Chief Compliance Officer

Margaret Iamunno

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Wealth Strategist

Charles Scarallo

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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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Director of Portfolio Management

Frank J. Lavrigata

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Research Analyst

Ryan Connor

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Client Relationship Manager

Lyndsey Gorham

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Client Relationship Manager

Rosemary Timoney

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Director of Client Service

Danielle M. Paganuzzi

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Chief of Staff

Lauren Onsrud

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Family Office Accountant

Sean Rogers

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Operations Manager

Rosemary Santana

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Client Relationship Manager

Taylor Stathis

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Client Relationship Manager

Elizabeth Byer

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Client Service Specialist

Mary Zembis

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Client Services Specialist

Virginia O’Neill

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Administrative Receptionist

Melanie Conte

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Family Office Accountant

Christine Backel

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Operations Associate

Kara Zalewski

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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