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
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JOHN ESPOSITO

Director

Direct Tel: (914) 603-8313

RALPH C. SESSA

Director of Advanced Planning

Direct Tel: (914) 603-8326

Ron

RONALD ROSENBERG

Financial Advisor
Direct Tel: (914) 603-8319

DAVIN SESSA

Financial Specialist

Direct Tel: (914) 603-8314

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GREG MYERS

Financial Advisor
Direct Tel: (914) 603-8312
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JOSEPH PALUMBO

Associate
Direct Tel: (914) 603-8322
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JOHN VITOLO

Senior Associate
Direct Tel: (914) 603-8318
Matthew-Alfonzetti

MATTHEW ALFONZETTI

Associate
Direct Tel: (914) 603-8325
Vincent-Wright

VINCENT WRIGHT

Associate
Direct Tel: (914) 603-8323

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

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