Meet the Team

COMPANY FOUNDER

Nicholas R. Palumbo

Founder and CEO
Direct Tel: (914) 603-8311

Strategy Department

SCOTT GEGERSON, CFP®

Director of Wealth Management
Direct Tel: (914) 603-8324

JOHN ESPOSITO

Director

Direct Tel: (914) 603-8313

JOSEPH PALUMBO

Managing Associate
Direct Tel: (914) 603-8322

MATTHEW ALFONZETTI

Investment Advisor
Direct Tel: (914) 603-8325

GREG MYERS

Financial Advisor
Direct Tel: (914) 603-8312

RALPH C. SESSA

Director of Advanced Planning

Direct Tel: (914) 603-8326

DAVIN SESSA

Financial Specialist

Direct Tel: (914) 603-8314

Support Staff

CATERINA GALLO

Executive Assistant, Client Services

Direct Tel: (914) 603-8317

LINDA PALUMBO

Director of Operations

Direct Tel: (914) 603-8316

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