Our Leadership Team

Our leadership team guides the direction of our firm while supporting the partners and professionals who serve our clients every day. They bring experience, perspective, and a commitment to maintaining high standards, fostering an environment focused on professionalism, consistency, and long-term relationships.

MICHAEL LEVIN

CEO & President

FRANK ZITO

Executive Vice President

RICK LEVIN

Senior Vice President

CHRIS CUCCIA

Managing Partner

RON GRUNINGER

CFP®, CIMA®, CEPA®, AIF®, RICP®

Director of Wealth Management

ROBIN VERNON

Financial Planning Specialist

ANDREW PEASE

Director of Products

KATIE MALANEY

Business Manager & CFO

EMILY SHARPE

Supervisory Officer

ASHLEY SHERMAN

Director of Advisor Operations

MEGAN HINTCH

Director of Marketing