Meet the Team

COMPANY FOUNDER

Nicholas R. Palumbo

Managing Partner & Founder

Direct Tel: (914) 603-8311

Strategy Department

SCOTT GEGERSON, CFP®

Managing Director Direct Tel: (914) 603-8324
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JOHN ESPOSITO

Director

Direct Tel: (914) 603-8313

RALPH C. SESSA

Director of Advanced Planning

Direct Tel: (914) 603-8326

DAVIN SESSA

Financial Specialist

Direct Tel: (914) 603-8314

JAMES E. MCSWEENEY

Managing Associate

Direct Tel: (914) 603-8323

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VINCENT GIACOVAS

Associate

Direct Tel: (914) 603-8322

Support Staff

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CATERINA GALLO

Executive Assistant, Client Services

Direct Tel: (914) 603-8317

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LINDA PALUMBO

Director of Operations

Direct Tel: (914) 603-8316