Your Team
Advisors
Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Chris Kampitsis, CFP®, ChFC®, CExP™, RICP®, CFBS®, AIF®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Kenneth F. DiCairano, CFP®, CPA®, CASL®, MBA
Financial Planner | Financial Services Executive | Investment Advisor Representative
914-372-2929
Anthony Maiuolo, AIF®
Financial Services Executive | Registered Representative | Investment Advisor Representative
David Jones, CFP ®
Financial Planner | Financial Services Representative | Investment Advisor Representative
Jared Chin
Financial Planner | Financial Services Executive | Investment Advisor Representative
914-372-2929
Ryan Wright, RICP®
Financial Planner | Financial Services Representative | Investment Advisor Representative
914-372-2929
Your Support Team
Paulette DiCairano
Director of Team Operations & Marketing
Anna Rakotz
Practice Manager
Jonathan Rosen, CFP®
Paraplanner
John Garigliano, MSF
Investment Operations Associate
Destiny Morris
Client Relationship Coordinator
Rachel Lapadula
Client Relationship Coordinator
Cheyenne Haviland
Client Relationship Coordinator
Tara Elliott, MBA
Marketing Coordinator
Nicole Riccobono
New Business Analyst
Barnum's Wealth Strategies Division
Jeremy Hus, CASL®, CLU®, ChFC®, CFP ®
Vice President, Financial Planning
John Foreman, MBA, CIMA®
Vice President, Investments
Kathleen Cassidy, JD
Vice President, Advanced Markets
Myles Holley
Property & Casualty Product Specialist