Leadership
Scott Greenfield, CLF
CEO & Managing Partner
Christina Mantzaris
CFO – COO
Peter Kane
Chief Supervisory Officer
Dennis Mullen, ChFC®, CLTC
Managing Director
Chris Andrews
Senior Vice President
Travis Caruso, CLTC
Vice President
Lisette Clark
New Business Manager
Elizabeth (Liz) D’Aleo
SVP, Sales & Business Development
Kay-Dean Dawson-Smith
Controller
James Farka
Senior Vice President
Elizabeth Frunzi
SVP, Head of Marketing
Zinora Koven
Brokerage Director
Shirley Morel
VP, Head of Agency Operations
Steven Nigro, CFA®, CFP®
AVP, Wealth Management
Kristen Olsziewski
VP, Head of Regulatory Operations
Michael Patch
Brokerage Director
Steve Randall, CLU®, ChFC®
Managing Director
Kyle Uricchio
VP, Head of Investment Oversight
