James Farka

Senior Vice President

Since 2009, James Farka has been a Senior Vice President with Fifth Avenue Financial supervising our firm’s Advanced Life Sales division. He works with our advisors in the affluent marketplace focusing on estate planning, retirement planning, business planning and personal planning techniques.  

Jim delivers specific value solutions to advisors and clients in his practice by auditing current risk portfolios, understanding product offerings and their suitability.  Jim has over 40 years of financial services experience. He joined Fifth Avenue Financial after previously working at Connecticut Mutual, MassMutual, and then Cowan Financial Group in 1990.

Jim holds a FINRA Series 6 and 63 Registration (Investment Company Products/Variable Contracts Limited Representative) and is also Life & Health insurance licensed in NY and CT. Jim graduated from York University and enjoys fishing, golf, and the outdoors.

Scott Greenfield, CLF

CEO & Managing Partner

Peter Kane

Chief Supervisory Officer

Chris Andrews

Senior Vice President

Travis Caruso, CLTC

Vice President

Lisette Clark

New Business Manager

Elizabeth (Liz) D’Aleo

SVP, Sales & Business Development

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

Kyle Uricchio

VP, Head of Investment Oversight