Scott Greenfield, CLF

Managing Partner

Scott Greenfield is a Managing Partner at Fifth Avenue Financial and strategic partner to Michael Book. He is responsible for the firm’s talent acquisition strategy and advisor development, as well as partnering with our executive team on the firm’s growth initiatives.

Prior to joining FAF, Scott’s career spans over 28 years in the financial services industry. He started his career on Wall Street, where he was mentored by some of the industry’s early innovators. As a result, he developed a true understanding of the fundamentals of the markets and asset management. Scott spent his first six years in the industry at Prudential Securities, and in 1999, he joined Morgan Stanley as an Associate Vice President.

In 2005, Scott had a turning point in his career when he realized he enjoyed the aspect of management and development and got the opportunity to join MetLife as a Sales Manager in their financial planning firm in New York City. During his time at MetLife, Scott recruited and developed a sales team, and he was ranked in the top ten of all Sales Managers at MetLife.

In 2009, Scott joined Lenox Advisors during a time of tremendous growth while under contract with MassMutual. Scott spearheaded the recruiting and development of advisors in New York City and Chicago where he brought in many of their top advisors.

In the summer of 2016, Scott was named the successor General Agent for MassMutual’s agency in Atlanta, Georgia. Scott started his new position in the spring of 2017 and officially took over as the sole General Agent in January 2019 through April 2023 under the name Capstone Financial.

Scott has been married for 22 years to his wife, Sandi; they met through mutual friends while they were both working and living in New York City. In 2004, Scott and Sandi welcomed their twins, Sophie and Luke. When Luke was eighteen months old, he was diagnosed with Autism. Since that day, Scott and Sandi have been extremely active fundraising for various organizations, including Autism Speaks and the North Shore Autism Circle. In the summer of 2013, they started their nonprofit, 501(c)3, “Go Long for Luke.” Go Long for Luke’s mission is raising Autism Awareness and Acceptance.

Scott Greenfield, CLF

Managing Partner

Peter Kane

Chief Supervisory Officer

Lisette Clark

New Business Manager

Elizabeth (Liz) D’Aleo

SVP, Business Development

Kay-Dean Dawson-Smith

Assistant Controller

James Farka

SVP, Advanced Life Sales

Elizabeth Frunzi

SVP, Director of Marketing

Zinora Koven

Brokerage Director

Shirley Morel

VP, Advisor & Broker Services

Dennis Mullen, ChFC, CLTC

Managing Director, Brokerage

Kristen Olsziewski 

VP, Head of Regulatory Operations

Michael Patch

Brokerage Director

Steven Randall

Managing Director, Sales

Jocie Rojas

VP, Corporate Services

Kyle Uricchio

VP, Head of Investment Oversight