Through her work with FPA, Cathy established a partnership between local Junior Achievement programs and the FPA to promote financial literacy for youth in the tri-state area and helped implement Financial Planning Days, which give members of the communit
Knight operates a global, multi-asset class platform for institutional investors, combining full service sales and trading with innovative electronic trading products.
Mr. Pirri is responsible for selling and distributing all of Direxion's buy-and-hold alternative investment strategy products to financial advisors across all channels, including wirehouses, regional broker dealers, registered investment advisor (RIA
Mr. Carley, Mr. Censullo, and Mr. Klein joined Lexington Wealth from Wells Fargo. They were also part of the original team at Tanager Financial Services, and each have served in the wealth management, and financial services industries for more than two de
“Together these advisors represent over $500 million in assets under management and over $3 million in annual production,” added Tom Galvin, complex manager for the region.