Theresa Spinello

SVP Head of Wealth Management Operations, PMP®

As Senior Vice President, Head of Wealth Management Operations at Fifth Avenue Financial, Theresa Spinello leads a team dedicated to supporting the firm’s financial advisors. Drawing on more than 20 years of industry experience, she and her team provide the expertise and support to help advisors navigate transitions, expand their teams, deliver planning and investment solutions, and grow their businesses.

Theresa is recognized for her collaborative leadership style and ability to bring people together around shared goals. Throughout her career, she has built high-performing teams and led initiatives that support business growth and advisor success. She holds the Series 65, SIE, Life and Health Insurance License, and PMP® credential.

Outside the office, Theresa enjoys running, cycling, traveling, and volunteering in her community.

Scott Greenfield, CLF

CEO & Managing Partner

Peter Kane

Chief Supervisory Officer

Lisette Clark

New Business Manager

Elizabeth (Liz) D’Aleo

Managing Director, Head of Sales

Michael Dennis

Vice President

James Farka

Senior Vice President

Elizabeth Frunzi

SVP, Head of Marketing

Zinora Koven

Brokerage Director

Stephanie Madden

SVP, Head of Corporate Services

Shirley Morel, FLMI

SVP, Head of Agency Operations

Steven Nigro, CFA®, CFP®

VP, Wealth Management

Kristen Olsziewski

SVP, Head of Regulatory Operations

Michael Patch

Brokerage Director

Theresa Spinello

SVP Head of Wealth Management Operations, PMP®

Kyle Uricchio

VP, Head of Investment Oversight