FPCM - Key Persons
Aaron Cohen - Founder, Managing Director
Job Titles:
- Co - Founder
- Managing Director
Prior to merging with GYL Financial Synergies , Aaron was the CEO of Financial Partners Capital Management (FPCM), a New York based asset & wealth management firm. Besides his management responsibilities, he was responsible for the firm's investment strategy. Aaron has over 30 years of experience in the industry.
Aaron holds a Ph.D. and M.A. in Finance & Economics from the Wharton School, an M.B.A. from the Instituto de Estudios Superiores de Administracion (IESA), and an engineering degree, from the Universidad Catolica (UCAB). He has lectured at the Wharton School and IESA.
Aaron has been active as President, and Board member of several Jewish organizations in the Greater Hartford area. Aaron was born in Morocco, grew up in Venezuela, and has been living in the U.S. since 1982. He enjoys spending time with family, reading, and several sports activities, such as biking, running, and skiing.
Job Titles:
- in 2023 As a Wealth Advisor
- Wealth Advisor
Alan joined GYL Financial Synergies in 2023 as a Wealth Advisor based out of Miami. Prior to GYL, Alan was a Senior Advisor at Financial Partner Capital Management since 2020. Formerly, Alan was a Director at Our Crowd, an Israeli venture capital firm, and served as an investment advisor at both JP Morgan and Credit Suisse. Born and raised in Madrid, Spain, Alan has also lived in the U.K., France, Switzerland, and New York.
Alan graduated from New York University where he obtained a Masters in Real Estate Finance and received his BA from the University of Bath where he studied International Management and Modern Languages.
Outside of work Alan enjoys spending time with his wife and son, he is passionate about skiing, the outdoors and technology.
Allie joined the firm in 2014. She works closely with clients to help them achieve their financial goals, advising them on topics such as asset allocation, investment management, financial planning, as well as specialized planning associated with an impending divorce.
Allie brings more than 20 years of wealth management experience gained from the Private Banking Divisions of J.P. Morgan, Bank of America, and Union Bank of California, as well as five years as a Client Advisor with Round Table Services, LLC.
She holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner™ certifications. Allie earned a Graduate Certificate in Estate Planning and Taxation from the Irwin Graduate School of the American College, and a BA from Cortland College. She currently serves as a member of the Estate Planning Council of Lower Fairfield County and is a resident of Trumbull, CT. In her spare time, Allie enjoys softball, golf, yoga, and skiing.
Job Titles:
- Executive Assistant to CEO Gerald B. Goldberg
Amy joined GYL Financial Synergies in September of 2022 as the Executive Assistant to the CEO. Her responsibilities include being the point of contact in his office, overseeing the CEO's schedule and calendar, scheduling meetings and appointments, and various administrative tasks.
Amy's previous experience includes working for 12 years for several C-suite executives at two private equity firms in Beverly Hills and Los Angeles.
She received her undergraduate degree from Westfield State University in Mass Communications, with a minor in English. She is also a graduate of the Connecticut School of Broadcasting. Amy is a CT Notary Public.
When not working, she enjoys seeing comedians, plays, creative arts, cultivating her green thumb, and adding to her passport which includes 14 countries.
Ana C. Peguero, SHRM-CP Human Resources Generalist Ana joined the firm in March of 2019. She supports the day-to-day operation of the Human Resources department. Her responsibilities include assisting with the HR filing system, payroll, employee relations, retirement, compensation and benefits, recruitment, hiring, and onboarding. Ana received her undergraduate degree from Central Connecticut State University in English, with a Spanish minor. She also holds an M.A. in English from Southern Connecticut State University. Ana is a SHRM Certified Professional. When not working, she enjoys reading, traveling, and spending time with family and friends. Email: apeguero@gylfinsyn.com Phone: 203.682.4670
Job Titles:
- PFS, CFP®, AEP® Senior Wealth Advisor
Ann joined the firm in 2007. Her expertise is in the areas of portfolio management and financial planning. Ann regularly works with clients to provide them with a comprehensive analysis and evaluation of their financial needs including investments, tax, estate planning, retirement goals, insurance, and cash flows.
Ann is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™, a Personal Financial Specialist, and an Accredited Estate Planner®. She has over 35 years of public accounting experience as well as financial planning experience as a partner of the accounting firm, Schwartz & Hofflich LLP, CPA. She has maintained a focus on financial planning and portfolio management for a majority of her career.
Ann graduated with a BS Cum Laude from Sacred Heart University and has a diploma in financial planning from the College of Financial Planning. Ann is a past President of the Connecticut Society of CPA's, and is a past President of the Estate Planning Council of Lower Fairfield County.
Job Titles:
- Supports Financial Advisors
Bernice supports financial advisors to establish client investment managed portfolios. She develops a personalized, client-focused relationship experience.
Job Titles:
- Director of Client Services, Westport
- in 2014 As Our Director of Client Services
Brenda joined GYL Financial Synergies in 2014 as our Director of Client Services for the Westport office. Having worked in various roles at UBS, Wachovia Bank, and TIAA-CREF, she has more than 25 years of experience in the financial services industry. Brenda graduated from the New York Institute of Technology with a BS in Business and has earned a Certificate of Financial Planning from Fairfield University. She is Series 65 registered.
When not at work, Brenda enjoys spending time with her husband and family. She is actively involved in ministry and volunteers for various local organizations.
Brian joined the firm as our Senior Client Associate in 2008. His responsibilities include assisting with portfolio monitoring, re-balancing and investing, distributions, and disbursements. Brian has over 28 years of experience in the financial services industry in sales, administration, and operations, including fifteen years with Merrill Lynch. He holds a BS in Finance from Southern Connecticut State University and is Series 66 registered.
During his free time, Brian enjoys boating, spending time with his dogs, and fostering dogs for local animal rescue groups.
Bruce Hotaling - Founder, Managing Director
Job Titles:
- Co - Founder
- Managing Director
Prior to merging with GYL Financial Synergies, Bruce was the founder and managing partner of Hotaling Investment Management, based in the greater Philadelphia area. As a CFA® charter holder with more than 25 years of investment management experience, Bruce began his financial career as a commercial banker in 1987, when he worked in the New York offices of Dresdner Bank and National Australia Bank. In 1993, he joined Legg Mason as a financial advisor, then spent 6 years with Morgan Stanley before affiliating with Raymond James in 2009 and finally going independent three years later.
Bruce holds a Bachelor of Arts degree from Hobart College, where he double majored in English and German. He then earned a Master of Arts degree in International Affairs from the School of International Service at American University in Washington, D.C.
Originally from Mt. Kisco, New York, Bruce now lives with his family in Philadelphia, Pennsylvania. Outside of the office, Bruce enjoys skiing and hiking in Utah with his wife and two sons, mountain biking, and amateur competitive road racing.
Job Titles:
- Senior Performance Analyst
Candance joined GYL Financial Synergies in 2016 as our Senior Performance Analyst. Candace supports the client service needs of our institutional and private clients. She is primarily responsible for performance analyses, portfolio reconciliation and rebalancing, as well as various client outreach initiatives. Previously, she worked at Wells Fargo Advisors private client group in 2009.
Candace graduated from the University of Hartford with a degree in Engineering. When she's not in the office, Candace enjoys cooking, baking, listening to music, spending time with her family and friends in Boston, and staying active.
Job Titles:
- Caroline Aitoro Senior Client Associate
- Senior Client Associate
Caroline joined GYL Financial Synergies in December 2019 as a Senior Client Associate. She has over five years of client service experience in the financial services industry. Caroline received her undergraduate degree from Endicott College as well as her MBA. Caroline is Series 66 registered.
Outside of work, Caroline enjoys spending time with her family and friends, boating, and skiing.
Job Titles:
- Wealth Advisor & Trading Specialist
Caroline joined GYL Financial Synergies in September 2022 as an Associate Wealth Advisor. She brings almost 30 years of experience in institutional trading and financial markets to the firm, working most recently as a Senior Equity and Derivatives Trader at Iridian Asset Management. Caroline received her BA in Economics from Bates College.
When she isn't working, Caroline enjoys cooking, baking, travelling, golfing, boating, and spending time with her husband, family, and friends.
Job Titles:
- Senior Portfolio Manager
- GYL in 2023 As a Senior Portfolio Manager
Chris joined GYL in 2023 as a Senior Portfolio Manager. He has over 20 years of experience in the financial services industry with a focus on security analysis and research, portfolio management, and client advisory services.
Job Titles:
- Managing Director
- in 2016 As Our Managing Director & Senior Institutional Consultant
Claire joined GYL Financial Synergies in 2016 as our Managing Director & Senior Institutional Consultant. She specializes in asset management analysis and investment manager selection for institutional clients. She also provides consulting services to municipalities, self-insurance funds, corporations, and non-profit organizations in areas that include investment policy, asset allocation, and investment management selection and oversight.
Job Titles:
- Senior Investment Research Analyst
Colt joined GYL in April 2023 as a Senior Research Analyst and brings 9 years of industry experience in investment management. Prior to joining, Colt worked at Hotaling Investment Management as an Investment Advisor and before that he worked as an Associate at Delaware Life Insurance Company covering investment accounting functions. He began his career at Brinker Capital, trading mutual fund portfolios and subsequently within the Wealth Advisory group providing managed solutions for financial advisors.
Colt was awarded the CFA® charter designation in 2018 and holds a Bachelor of Arts degree from Williams College in History.
A native of the greater Philadelphia area, Colt now enjoys living in the city itself. Outside of the workplace, he enjoys outdoor activities including soccer, skiing, hiking, golf, and running, and enjoys listening to Zappa.
Job Titles:
- Managing Director
- GYL in 2023 As the Managing Director of Portfolio Strategies
- Managing Director of Portfolio Strategies
Craig joined GYL in 2023 as the Managing Director of Portfolio Strategies. Prior to joining GYL, he was a Partner, Managing Director, and Portfolio Manager for Financial Partners Capital Management (FPCM) for more than fifteen years. Before FPCM, Craig was a Portfolio Manager/Analyst at Oppenheimer Capital and an Associate Portfolio Manager/Analyst at Pioneer Investments. Craig is a CFA charterholder, member of the CFA Institute and various CFA Societies. Craig has served in various volunteer roles at the CFA Institute and is a past Chair of the CFA Institute's Disciplinary Review Committee. Craig has also served as a Board member for various non-profits.
Job Titles:
- Co - Founder
- Member of the Financial Planning Association
Prior to merging with GYL Financial Synergies, David guided Wechter Feldman Wealth Management (WFWM) as President, to national and professional recognition. He has dedicated his career to helping others achieve their financial goals through experienced investment management and personalized financial planning.
Before joining WFWM in 1996, David held senior-level positions in financial services, insurance, and business consulting.
David holds the designations of CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Senior Advisor (CSA)®.
David is a published author in the prestigious Journal of Financial Planning and has served as an editorial consultant to Harcourt Brace for its financial planning publications.
As a member of the Financial Planning Association, David has served on the New Jersey Chapter Board of Directors. He has also served as a member of Standard & Poor's Advisory Panel, the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®), and the Morris Advisors Roundtable (a group of nationally recognized financial planners and wealth managers). In addition, David is a longtime member of the TD Ameritrade Advisors Panel and President's Council.
David holds a bachelor's degree with Honors from Duke University, and he has completed investment management courses at The Wharton School, University of Pennsylvania.
During his leisure time, David enjoys hiking, biking, sampling and cellaring fine wines, and taking international trips with his wife. He supports several medical research and humanitarian charities.
Job Titles:
- Administrative Assistant
- Associate
- Client Associate and Administrative Assistant
Deborah joined GYL Financial Synergies as a Client Associate and Administrative Assistant. Her responsibilities include assisting the Senior Wealth Advisor and VP of Parsippany Private Client Services with his day-to-day responsibilities and tasks. She provides a broad range of support to team members as well to the clients.
Deborah has many years of professional administrative experience in the legal field, including legal assistant, paralegal, and IT help desk support.
Outside of work, she enjoys photography, hiking, and spending time with her husband and daughters.
Delmy joined GYL Financial Synergies in 2023 as a Senior Client Associate and her responsibilities are to support clients in our NYC office. She graduated with a BS in Business Management from Stony Brook University.
Outside of work, Delmy enjoys hiking, baking and reading as well as spending quality time with her family and friends.
Job Titles:
- Client Associate
- Specialist
Edna joined the firm in 2008 as a Trade Specialist and is currently on the Client Service Team. Her responsibilities include- assisting with portfolio monitoring, rebalancing, investing, distributions, and disbursements. Previously, Edna was in the accounting field at the New York City Comptroller's Office and in the banking industry at Patriot National Bank. She has more than seventeen years of experience in client services in addition to seven years as a Paralegal. Edna holds a Joint AS in Accounting & Computer Science and a Paralegal Certificate from the New York Paralegal School.
When Edna isn't in the office, she enjoys dancing and spending time with family and friends.
Job Titles:
- Business Strategy Analyst
Elliot joined the firm in spring of 2022 as a Business Strategy Analyst. His role consists of project management and applying process improvement methods. Additionally, he is actively involved in developing, planning, and evaluating a variety of projects.
Prior to joining GYL Financial Synergies, Elliot was a Senior Tax associate at Pricewaterhouse Coopers in the State and Local Tax department. Elliot also has prior tax experience in Real Estate and Private Equity.
Elliot graduated Magna Cum Laude from Queens College with a Bachelor of Science degree in Accounting and holds a Master's Degree from Georgetown University in Sports Industry Management.
In Elliot's time outside the office, he enjoys playing basketball, tennis and spending time with his wife and baby boy Eric.
Emily has been with GYL Financial Synergies since October 2017. She is responsible for managing the CEO's day-to-day responsibilities and tasks, scheduling and managing the CEO's calendar, answering the phone, coordinates travel, and assists in all administrative tasks. Additionally, Emily coordinates the needs of both our institutional and private clients.
Emily graduated Magna Cum Laude, Pi Sigma Alpha (National Political Science Honor Society), Chi Alpha Sigma (National Collegiate Athlete Honor Society), National Society of Collegiate Scholars (NSCS), and Collegiate All-American Scholar Award from Providence College with a BA in Political Science.
When Emily is not working, she enjoys spending time with her husband and two young children, and is a huge UFC fan.
Job Titles:
- Senior Investment Research Analyst and Wealth Advisor
Gary Herz serves as a Senior Investment Research Analyst and Wealth Advisor at GYL Financial Synergies. His responsibilities include enhancing wealth management strategies, addresses the impact of taxes on investing, and assists clients in his role as a Wealth Advisor.
Gary has over 25 years of experience in the financial services industry specializing in investment management and tax planning. He holds the professional designations of CERTIFIED FINANCIAL PLANNER™ practitioner, Enrolled Agent (EA) with the IRS, and Retirement Income Certified Professional (RICP). Gary has a bachelor's degree from the State University of New York and a Master of Business Administration degree in finance from the New York Institute of Technology.
In his free time, Gary enjoys hiking, tennis, genealogy, and traveling.
Job Titles:
- CEO
- Co - Founder
- View Bio Amy Jagodowski Executive Assistant to CEO
Gerald B. Goldberg, JD, CIMA® CEO & Co-Founder As CEO and Co-Founder of GYL Financial Synergies, Gerry provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL's core promise: to be a firm with a conscience that puts client's interests first. In addition to his primary role as CEO, he provides wealth advisory services to a variety of clientele, including corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients. A believer in taking a process-driven approach to asset management, Gerry emphasizes advice covering investment policy, asset allocation, investment selection, and oversight in each engagement. Before co-founding GYL Financial Synergies in 2016, Gerry worked for Wells Fargo Advisors and its predecessors for 18 years. He was formerly one of 75 members of the Senior Consulting Council, Wells Fargo Advisor's elite senior consulting group. Prior to Wells Fargo Advisors, Gerry practiced law for six years, most recently with the Boston firm Bingham, Dana, LLP, and is currently a member of the bar in New York and Connecticut (not currently practicing). From 2010 to 2016, Gerry was recognized six times by Barron's as one of "The Top 1,200 Advisors" (formerly "The Top 1,000 Advisors") in the nation. 1 He was also recognized by Financial Times as being among the "Top 400 U.S. Advisors of 2014." 2 Gerry obtained his JD from George Washington University and his BA in Political Science with a concentration in World Political Economics from the State University of New York at Binghamton. He holds the Certified Investment Management Analyst®️ certification, administered by the Investments & Wealth Institute™️ (formerly known as the Investment Management Consultants Association®️), and taught in conjunction with the Wharton School at the University of Pennsylvania. Gerry lectures and authors articles on various investment-related topics and has served as an adjunct professor in the MBA Program at the University of Hartford. For the 25 years that Gerry has resided in Connecticut, he has been involved in many local organizations in a volunteer capacity, including serving as a trustee of the Jewish Community Foundation of Greater Hartford; President of the Hebrew High School of New England; Community Trustee for the Jewish Federation of Greater Hartford; and past trustee of the board for the Solomon Schechter Day School. When not working or giving back to the community, Gerry is an avid skier and enjoys spending time with his wife and three children. Email: ggoldberg@gylfinsyn.com Phone: 860.523.3010 1 The rankings are based on data provided by over 4,000 of the nation's most productive advisers. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn't an explicit component, because not all advisers have audited results and because performance figures often are influenced more by clients' risk tolerance than by an adviser's investment-picking abilities. Effective for the 2014 rankings Barron's expanded the annual state-by-state listing from 1,000 advisors to 1,200 to include, for the first time, Registered Investment Advisors, or RIAs. Ranking independent advisers alongside those employed by the large brokerage firms present some challenges because they are regulated by different agencies - the Securities and Exchange Commission and the Financial Industry Regulatory Authority, respectively. This ranking represents the top 1% of advisors with substantial practices. 2 The rankings are based on a minimum of $250 million in assets under management (AUM) and 10 years of experience. Qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. Investment performance and financial advisor production are not explicit components.
Job Titles:
- GYL in 2023 As an Investment Research Analyst
- Investment Research Analyst
Gray joined GYL in 2023 as an Investment Research Analyst. His responsibilities include security analysis and portfolio management, with a focus on the fundamental analysis of public equities and fixed income. Prior to GYL, Gray was a Research Analyst at Financial Partners Capital Management, and an Equity Research Analyst at Williams Jones Investment Management. Gray began his career as an Analyst at J.P. Morgan in New York in 2014, and previously interned at a Connecticut based hedge fund.
Gray graduated from Georgetown University where he majored in Political Economy.
Outside of work, Gray enjoys spending time with friends and family, playing music, and going on walks with his dog.
Job Titles:
- Investment Research Analyst - Team Lead
Greg assists with research and analytics associated with manager research and asset allocation for GYL Financial Synergies. He began working with the team in January of 2018. Prior to GYL, Greg worked as a Compliance and Business Analyst for USI Securities, Inc.
Greg graduated from Bryant University with a degree in Business Administration with a double concentration in Finance and Economics.
In his free time, Greg enjoys golfing and other outdoor activities, traveling, and spending time with friends and family.
Job Titles:
- Associate
- Client Associate
Hannali joined GYL Financial Synergies in 2023 as our Client Associate. Her responsibilities are to support clients and advisors from our Wayne, PA office.
Job Titles:
- in 2023 As an IT Administrator
- IT Administrator
Henry joined GYL Financial Synergies in 2023 as an IT Administrator. He is responsible for overseeing and maintaining all aspects of the firm's computer infrastructure. Prior to GYL, Henry was an IT Analyst at Financial Partners Capital Management.
Henry graduated from Stevens Institute of Technology with a BS in Cybersecurity.
Outside of work, Henry enjoys playing music, programming, hiking, and hanging out with his cat.
Job Titles:
- Associate
- Client Associate
Hernan joined GYL Financial Synergies in 2023 as a Client Associate. He is responsible for coordinating and assisting the needs of our clients. Hernan received his undergraduate degree from Fordham University.
Outside of work, Hernan enjoys watching and playing sports, going to new restaurants, and spending quality time with friends and loved ones. Hernan is a massive Real Madrid fan and will watch every match they play.
Job Titles:
- Investment Research Analyst
Jacob joined GYL Financial Synergies in March 2021. As an investment research analyst, he conducts investment manager searches and performs ongoing manager due diligence, among other responsibilities. Jacob also leads sustainable investment research for GYL's ESG model portfolio platform. Prior to joining GYL, Jacob earned a Master of Liberal Arts in sustainability at the Harvard University Extension School, with a certificate in corporate sustainability and innovation. He earned his Bachelor of Arts in philosophy from the University of Massachusetts. Jacob is series 65 registered.
Outside of work and professional development, Jacob enjoys staying engaged with philosophy and environmental studies, as well as spending time with his friends and family.
Job Titles:
- Senior Portfolio Manager
- Senior Portfolio Manager from Hotaling Investment Management
Jean joined GYL in 2023 as a Senior Portfolio Manager from Hotaling Investment Management. Jean brings over 20 years of experience in securities analysis and portfolio management, having worked at BlackRock for over 10 years prior to joining Hotaling.
Jean received her MBA from the University of Maryland and her BA from Duke University. Ms. Rosenbaum is also a CFA® Charterholder.
Outside of work, Jean enjoys spending time with her family, playing pickleball and volunteering for Canine Partners for Life.
Jeff joined the firm in 2022, as a Senior Wealth Advisor. He brings over 34 years of Financial Services Industry experience to GYL. Prior to joining the firm, Jeff was a Financial Consultant with Charles Schwab, for over 12 years, working with High-Net-Worth Families in the Stamford and Greenwich, CT area. Prior to Schwab, Jeff was with Fidelity Investments for over 20 years, where he held various roles, including Financial Consultant, Branch Manager and Regional Planning Consultant, in Stamford and Greenwich, CT, Roslyn, NY and Naples, FL.
Jeff's passion is helping clients achieve their financial goals by delivering a thorough and professional combination of financial planning, overall wealth management and sound investment management. Jeff is a CERTIFIED FINANCIAL PLANNER TM. He also holds a BS in Finance from The University of Connecticut and an MBA, in Finance, from The University of Connecticut.
Jeff, and his wife Patty, are long-time residents of Wilton, CT, where they raised their 3 boys. In his spare time, Jeff enjoys spending time with family, including his 2 dogs, playing softball and golf as well as traveling.
Jennie joined GYL in 2023 as an associate wealth advisor after joining the investment industry in 2019 as an executive administrator at Hotaling Investment Management. She is a commissioned notary public in the state of Pennsylvania and is studying to become a certified financial planner.
Jennie holds a Bachelor of the Arts from Hamilton College with an interdisciplinary degree in Religious Peace and Conflict in the Middle East and a minor in Theatre.
Native to the greater Philadelphia area, Jennie is an avid boardgame enthusiast with other passions including singing, reading, and camping. She returns to her upstate New York alma mater each year to assist with orientation and lead freshman wilderness trips into the Adirondack State Park.
Jennifer is responsible for directing the overall financial management of the firm and the oversight of all accounting and finance-related activities.
Prior to joining GYL Financial Synergies, Jennifer was a Principal at the CPA firm, Phillips Gold and Company, LLP. Her concentration was on the accounting, audit, tax, and consulting needs of a variety of clientele, including high-net-worth individuals, privately-owned companies, and employee benefit plans. Jennifer graduated Summa Cum Laude from Brooklyn College with a Bachelor of Science degree in Accounting. She holds the Certified Public Accountant certification as well as the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of the office, Jennifer enjoys spending time with her family and friends.
Jonathan S. Yolles, CPWA® President of Private Client Services & Co-Founder As the President of Private Client Services and Co-Founder, Jonathan supervises all the firm's private client activities and assists clients in navigating critical financial events. His expertise includes strategic portfolio modeling, asset allocation, and retirement planning. This includes structuring municipal, government, and corporate bond portfolios, as well as developing equity portfolios that utilize passive and active alternatives. Jonathan also has experience helping clients manage the concentration risk associated with stock options. Before co-founding GYL Financial Synergies in 2016, Jonathan worked for Wells Fargo Advisors and its predecessors for 18 years. From 2010-2016, Jonathan was recognized six times by Barron's as one of "The Top 1,200 Advisors" (formerly "The Top 1,000 Advisors") in the nation. 1 He was recognized six times by On Wall Street as one of "The Top 40 Advisors Under the Age of 40" 2 from 2007-2013. And in 2014, REP. magazine named Jonathan among "The Top 40 Wirehouse Advisors under 40" 3 and Financial Times named him one of the "Top 400 U.S. Advisors of 2014". 4 Jonathan graduated from Hartwick College with a degree in Economics. He holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®) and taught in conjunction with the University of Chicago Booth School of Business. In his free time, Jonathan enjoys coaching the local high school's baseball team and spending time with his wife and two sons. Email: jyolles@gylfinsyn.com Phone: 860.523.3020 1 The rankings are based on data provided by over 4,000 of the nation's most productive advisers. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn't an explicit component, because not all advisers have audited results and because performance figures often are influenced more by clients' risk tolerance than by an adviser's investment-picking abilities. Effective for the 2014 rankings Barron's expanded the annual state-by-state listing from 1,000 advisors to 1,200 to include, for the first time, Registered Investment Advisors, or RIAs. Ranking independent advisers alongside those employed by the large brokerage firms presents some challenges, because they are regulated by different agencies - the Securities and Exchange Commission and the Financial Industry Regulatory Authority, respectively. This ranking represents the top 1% of advisors with substantial practices. 2 The rankings are based on data provided by the representative's companies that identified their advisers under the age of 40 with the most assets under management. Each individuals' assets were separated from their teams and ranked accordingly. If two advisers had the same amount of assets they were ranked according to their trailing 12 month production numbers. Investment performance is not an explicit component. 3 The rankings are based exclusively by assets under management custodied at the four wirehouse firms. Only advisers for whom 60 percent or more of assets correspond to retail clients were eligible for the list. Advisers must be under the age of 40 as of August 2013. REP. magazine and WeathManagement.com do not receive any compensation from financial advisers, participating firms and affiliates, or the media in exchange for rankings. Investment performance is not an explicit component. 4 The rankings are based on a minimum of $250 million in assets under management (AUM) and 10 years of experience. Qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. Investment performance and financial adviser production are not explicit components.
Job Titles:
- Managing Director
- Managing Director & Senior Wealth Advisor
Joe is our Managing Director & Senior Wealth Advisor at GYL Financial Synergies. He works with corporate executives, high-net-worth individuals, and families through the creation and implementation of long-term wealth management plans. Joe uses his experience in financial, insurance, and investment planning to provide comprehensive wealth management and investment advisory services that are customized to meet each client's financial goals and aspirations.
Prior to the firm, he was a wealth advisor at Resnick Advisors and had developed more than 15 years of corporate business experience serving in a range of senior management positions for the General Electric Company and Union Camp Corporation. He received a BA in Economics from Clark University.
Joe is active in the community as a board member of the Fairfield Prep School Alumni and Latin Scholars, and as a member of Rotary International. He has served on the boards of non-profit and charitable organizations in the region.
As the Chief Operating Officer at GYL Financial Synergies, Josh has a key role in developing operating policies and implementing strategy for the firm. Josh's responsibilities include overseeing the day-to-day operations of the firm's multiple locations, including providing financial, operational, and strategic oversight. He also acts as a liaison for many of our external vendors.
Joshua joined GYL Financial Synergies in 2018 and is currently a Senior Wealth Advisor. His responsibilities include asset allocation review and development, portfolio oversight and management, client communication, financial planning, and account trading.
Joshua graduated from Brandeis University with a degree in Economics and a minor in Business. He is a Certified Financial Planner® practitioner and is Series 66 registered.
In Joshua's time outside of the office, he enjoys being active, playing guitar, and spending time with his wife and family.
Justine joined the firm as our Senior Client Associate. She brings with her over 18 years of advisor and client support experience in the financial services sector. Justine holds a BS in Marketing from Southern Connecticut State University and is Series 65 registered.
Outside of work, Justine also enjoys being active, working out, traveling, and fishing as well as spending time with her family and friends.
Karen Lexow, CFP® Senior Investment Research Analyst She joined the firm as an Investment Advisor Representative in 2005 and currently serves as a Senior Investment Research Analyst. Her responsibilities include researching new investment opportunities and monitoring existing investments. Her background includes twenty-six years of experience in the financial markets, including her role as a Money Market Officer of Nippon Credit Bank. Karen holds a BA in Economics from Vanderbilt University, an MBA in Finance from the University of Connecticut, and a Certificate in Financial Planning from Fairfield University. Karen is a CERTIFIED FINANCIAL PLANNER™ certificant. Outside of work, Karen is an avid sailor and enjoys spending time with her friends and family, including her rescue dog. Email: klexow@gylfinsyn.com Phone: 203.682.4657 Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- in 2017 As Our Senior Wealth Advisor
Katerina joined GYL Financial Synergies in 2017 as our Senior Wealth Advisor. She works primarily with clients to develop financial plans and implement their investment strategies so they can achieve their financial goals and objectives. Areas of expertise include investment management, estate planning, retirement planning, tax considerations, and distribution strategies. In addition to servicing our private clients, Katerina also works closely with Institutions and assists with asset management analysis and employee education.
Katerina is a CERTIFIED FINANCIAL PLANNER™ certificant since 2015. She graduated from Suffolk University with a degree in International Business and Marketing. Katerina is a member and volunteer of the Financial Planning Association.
When Katerina is not working, she enjoys being active and traveling.
Keeley joined the firm in April of 2021 as GYL Financial Synergies' Client Associate. She is responsible for coordinating and assisting with the needs of our private clients. Keeley received her undergraduate degree from the School of Business of Florida State University.
Outside of work, Keeley loves to spend time with her family and going on hikes with her Goldendoodle, Addie. She also enjoys spending time with her friends and trying out local restaurants.
Kim joined GYL Financial Synergies in January of 2021 as our Billing Specialist. She is responsible for all billing and accounts receivable activities. She also works closely with the CFO and Finance Associate on other accounting and finance-related projects.
She has vast finance experience in the private industry. Kim holds a Bachelor of Science degree in Accounting from Post University.
Job Titles:
- Director of Performance Reporting
Lee is the Director of Performance Reporting at GYL Financial Synergies. His responsibilities include overseeing all institutional performance reporting. He has over 22 years of experience in investment consulting, investment research, and marketing, including 20 years working with institutional clients.
Prior to joining the firm in 2016, Lee worked in the Institutional Consulting Group of Wells Fargo Advisors in St. Louis, Missouri, consulting with the firm's key clients on all aspects of investment policy, asset allocation, manager selection, and performance measurement. Before that, he worked as a Senior Consulting Group Analyst and Portfolio Manager for Smith Barney's Portfolio Advisory Services Group, where he was responsible for managing nearly $1 billion of client assets.
Lee received a BS from the University of Richmond. He is Series 66 registered.
Lee enjoys spending time with his family on the water and supporting University of Richmond athletics. His hobbies include fishing, golf, and boating.
Maria Tolzmann joined our team in April 2023 as a Client Associate. Prior to joining our team, Maria worked for INDATA LLC, a Greenwich-based financial software company. Maria is experienced with working with a diverse range of clients in the financial industry, including Asset Managers, Investment Advisors, Wealth Management Firms, Pension Funds, and Hedge Funds.
Maria graduated from the University of Connecticut with a degree in General Studies. She is also fluent in German.
While not at work, Maria enjoys photography, pets, hiking, and spending time with her family.
Job Titles:
- Marketing Coordinator
- Office Manager
- in 2021 As Our Office Manager and Executive Assistant
Mary Ann joined GYL Financial Synergies in 2021 as our Office Manager and Executive Assistant in our Parsippany office. Her responsibilities include managing Parsippany's Co-Founder ‘s day-to-day tasks, managing his schedule, client appointments, and all administrative tasks. Mary Ann also manages the day to operations of the Parsippany office including coordinating IT, HR, and Compliance with the home office.
Mary Ann's previous experience includes working as a Firm Administrator at an accounting firm for 8 years, and as an Executive Assistant at a hedge fund in NYC.
During her leisure time, Mary Ann enjoys exercising, cooking, and spending time with her husband and four sons and their families.
Job Titles:
- in 2021 As a Wealth Advisor
- Wealth Advisor
Matthew joined GYL Financial Synergies in 2021 as a Wealth Advisor. He assists with new business development and executing investment strategies that help clients reach their goals. His responsibilities include financial planning, portfolio reviews, and performance reconciliation. Prior to joining the firm, Matthew gained experience as a Research Analyst at Fiduciary Investment Advisors and most recently as an Associate Wealth Advisor at Private Capital Group. He is Series 65 registered.
Matthew was awarded the CFA® charter designation in 2023.
As a Seton Hall Alumni, Matthew enjoys going to the Big East Basketball games in his spare time.
Job Titles:
- Managing Director
- Managing Director and Senior Wealth Advisor
Melissa is a Managing Director and Senior Wealth Advisor at GYL Financial Synergies. She works closely with clients and their families to help them achieve their financial goals, advising on investment management, financial planning, and asset allocation. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst® professional. Melissa is also experienced in working with clients who need advice before, during, and after divorce, and is a member of GYL's Investment Policy Committee.
Melissa brings over 25 years of experience in financial services. Prior to GYL, she was a Senior Wealth Advisor at Resnick Advisors, and has previous experience at Morgan Stanley, Price Financial Group and Barnum Wealth Management. Melissa received a B.S. in Economics from The Wharton School of the University of Pennsylvania. She is a current member of the Estate Planning Council of Lower Fairfield County,
Outside of the office, Melissa enjoys singing, golf, pickle ball and spending time with her family.
Michael J. Lepore, CIMA® Managing Director of Institutional Client Services and Co-Founder Michael is our Managing Director of Institutional Client Services, specializing in asset management analysis and investment manager selection for institutional clients. He also provides consulting services to municipalities, self-insurance funds, corporations, and non-profit organizations and select high-net-worth private clients in areas that include investment policy, asset allocation and investment management selection, and oversight. Prior to GYL Financial Synergies, Michael worked for Wells Fargo Advisors and its predecessors, where he was one of 75 members of the Senior Consulting Council, Wells Fargo Advisors' elite senior consulting group. Michael graduated from the University of Rochester with a degree in Economics as well as a Certificate in Management and Finance. He also studied at the London School of Economics and did graduate work at the University of Connecticut. Michael holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®) and taught in conjunction with the Wharton School at the University of Pennsylvania. During his leisure time, Michael enjoys traveling, outdoor activities with his wife and their Jack Russells, reading, and motor racing. Michael is also a board member and chairperson of the finance committee at Intensive Education Academy, a school for children with special needs. Email: mlepore@gylfinsyn.com Phone: 860.523.3003
Job Titles:
- Managing Director
- Managing Director & Senior Wealth Advisor
Michael is a Managing Director and Senior Wealth Advisor at GYL Financial Synergies. He holds the designations of CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Wealth Management Advisor℠. Prior to GYL, Michael worked with Wechter Feldman Wealth Management (WFWM) as a Wealth Manager and Advisory Services Analyst before being promoted to Senior Wealth Manager, Vice President, and finally Executive Vice President.
Michael advises individual investors and business owners regarding their investments and financial planning needs, participates as a member of the investment policy committee, and oversees the operations of the Parsippany office.
In recognition of his professional achievements in the financial services industry, Michael has been honored with inclusion in Who's Who in Finance.
As a regular contributor to The Star-Ledger, New Jersey's largest newspaper, Michael provides insights on a variety of financial planning topics and retirement questions. He has also served as a member of the Financial Planning Association's Committees on Public Awareness and Pro-Bono program.
Michael holds a bachelor's degree in business administration with an emphasis on management and economics from Towson University. Michael held the position of Senior Investment Consultant with TD Ameritrade, Inc., and its predecessors for eight years.
In his free time, Michael enjoys coaching youth ice hockey, baseball, and softball for the teams on which his three children play. He is also an avid skier and enjoys spending time with his wife and children.
Job Titles:
- Administrative Assistant
- Receptionist
Netta joined the firm in March 2015 and has more than 20 years of experience in front office client care. Netta is responsible for providing a wide range of support to both our team and our clients. Netta is personable and friendly. Her eagerness to help each client relationship helps drive an amazing client experience that maintains GYL Financial Synergies' highest standard for client appreciation.
In her leisure time, Netta enjoys going for long walks and enjoys free time with close friends.
Job Titles:
- Caroline Aitoro Senior Client Associate
- Senior Client Associate
Nicole joined GYL Financial Synergies in 2019 as our Senior Client Associate. Her responsibilities are to support clients and advisors from both our West Hartford and Westport offices. Prior to joining the firm, Nicole served as a Manager in Investor Services at SS&C GlobeOp, a fund administrator offering fintech products and services. Nicole graduated Magna Cum Laude from the University of Connecticut and holds an MBA from the University of Hartford. Nicole is Series 65 registered.
When not at work, Nicole enjoys spending time with her husband, friends, and family. She is a Disney Parks enthusiast, loves the summer, and often can be found working on some type of puzzle.
Job Titles:
- Managing Director
- Managing Director & Senior Wealth Advisor
Peter is a Managing Director and Senior Wealth Advisor since 2016. Prior to joining GYL Financial Synergies, Peter served as a Wealth Advisor at Resnick Advisors and Neuberger Berman. He worked with high-net-worth individuals and families, as well as non-profit organizations, providing them with customized asset management solutions and financial planning services. In years prior, Peter spent much of his career at PricewaterhouseCoopers and Ernst & Young in senior client relationship management roles serving corporate and high-net-worth clients. Peter received a BA from Fairfield University and an MBA from the University of Bridgeport.
Peter is a life-long resident of East Norwalk, Connecticut. When not working, he enjoys being on Long Island Sound as well as various cultural activities including New York's Lincoln Center.
Job Titles:
- Managing Director
- Managing Director and CHRO
Rachel M. Gelb, SHRM-CP Managing Director & CHRO As the Managing Director and CHRO at GYL Financial Synergies, Rachel focuses on key strategic initiatives for the firm. Rachel's responsibilities include overseeing the firm's HR and Marketing departments, as well as formulating and managing all company workflows and improving organizational efficiencies. She also acts as a liaison for many of our external vendors. Rachel is a SHRM Certified Professional. Rachel's work has been recognized by the financial services industry. In 2018/2019, she was selected to be a member of the third class of the G2 Leadership Institute - a two-year program designed by The Ensemble Practice and Fidelity Custody and Clearing to develop the independent financial advice industry's next generation of leaders. Prior to joining GYL Financial Synergies, Rachel was employed by a major healthcare organization as a plan administrator for one of its hospital's retirement plans, where she focused on the management of both DB and DC plans, as well as retiree medical insurance. Rachel graduated from Muhlenberg College with a degree in Psychology and a minor in Public Health. When she isn't working, Rachel loves dancing, skiing, doing special effects makeup, spending time with her husband, friends, and family. Email: rgelb@gylfinsyn.com Phone: 860.523.3015
Raphael joined GYL Financial Synergies in 2021 and is currently a Wealth Advisor. His responsibilities include assisting GYL Partners and Senior Wealth Advisors with financial planning. Prior to joining the firm, Raphael managed a large portfolio of assets at a private real estate investment firm in Manhattan, and previously interned for two summers at GYL. Raphael is Series 65 registered.
Outside of the office, Raphael enjoys reading, watching the Yankees, traveling, and playing Pickleball.
Rosa joined the firm in May 2017 as a Client Associate and is currently on the Compliance and Operations Team as Chief Compliance Officer. She has over 10 years of experience in the financial services industry. Rosa received her undergraduate degree from the University of Connecticut and her MBA at the University of Bridgeport. Rosa is Series 65 registered.
In her spare time, Rosa enjoys exploring new adventures with her two children, husband and two dogs.
Job Titles:
- Wealth Advisor & Capital Markets Strategist
Scott joined the firm in 2005. He has thirty years of financial advisory experience working with corporate executives and high-net-worth individuals. As a Wealth Advisor, Scott focuses on investment management, portfolio construction and asset allocation, relative valuation analysis, risk management for concentrated stock positions, and holistic financial planning. He also serves as the firm's Capital Markets Strategist in conjunction with its Investment Policy Committee.
Scott previously managed client assets as an Investment Advisor at Morgan Stanley from 2000 to 2005. He provided holistic financial planning while affiliated with Mass Mutual and Northwestern Mutual insurance companies from 1985 to 2000. He started work in brand management at General Foods/Kraft from 1983 to 1985. Scott is Series 65 registered.
Scott graduated from Middlebury College with BA degrees Cum Laude in Political Science and French. He also studied international politics at l'Institut d'Etudes Politiques in Paris. Scott is an avid skier and former racer, and he volunteers with the Alumni Association for Burke Mountain Academy (VT) which keeps him current with downhill racing and educating student-athletes. He is also a Trustee of the Wilton (CT) Land Conservation Trust while serving on its "Land Stewardship" committee. Scott and his family have been active supporters of the community YMCA. They love to kayak, hike, ski, travel, and attend music concerts of all genres.
Sevane Khatchadourian Finance Associate Sevane joined the firm in February of 2020 as our Finance Associate. She works closely with the CFO on all accounting and finance-related activities including Sarbanes-Oxley compliance and the month-end financial close process. Prior to joining GYL Financial Synergies, Sevane worked the private industry with similar responsibilities to those she performs now. She also has a background in public accounting, having worked for a large regional accounting firm in Western Massachusetts. Sevane attained a Master of Science in Accounting from Westfield State University and is a current CPA candidate. When not in the office, Sevane appreciates time with family and enjoys locally adventuring with her partner. Email: skhatchadourian@gylfinsyn.com Phone: 860.206.7406
Shane E. Reilly, AIFA®, PPC, AIF Director of Institutional Client Services Shane is responsible for coordinating the needs of our institutional clients including research, analytics, and asset allocation for GYL Financial Synergies. During the past ten years, she has evolved from performance analyst to financial consultant to the Director of Investment Research and ultimately into her current role as Director of Institutional Client Services. Shane has worked with the team since 2007, first at Wells Fargo Advisors private client group and then at GYL Financial Synergies in 2016. She is an Accredited Investment Fiduciary Analyst, which she obtained through the fi360 organization, as well as her Professional Plan Consultant designation. A graduate of Eastern Connecticut State University, Shane has a degree in Economics with a concentration in Business. She is Series 66 registered. When she is not working, Shane enjoys gardening, taking care of her dogs, and spending time with her sons. Email: sreilly@gylfinsyn.com Phone: 860.523.3014
Job Titles:
- Associate
- Client Associate
Sharni joined GYL Financial Synergies in 2022 as a Client Associate. She is responsible for supporting the wealth advisors and partners of the firm by coordinating the needs of our private clients. Sharni is Series 65 registered".
Prior to GYL, Sharni worked for a Registered Investment Advisor providing client service support to individuals and families, estates, trusts and charitable organizations.
Sharni graduated with a Bachelor of Arts degree in Political Science and International Relations, and a Master of Applied Finance degree from the University of Western Australia.
Outside of the office, Sharni enjoys playing tennis and piano, and is passionate about art history.
Job Titles:
- in 2021 As Our Portfolio Trader and Administrator
- Portfolio Trader & Administrator
Steve joined GYL Financial Synergies in 2021 as our Portfolio Trader and Administrator. Steve began working in the pension fund space as a senior trader with Union Carbide. During Dow Chemical's acquisition of Union Carbide he transitioned to General Motors and was the Director of Trading until 2017. During his tenure with both firms, he was responsible for running trade execution and operations for all global asset classes. He has also worked with numerous portfolio managers covering a diverse set of strategies and mandates. Prior to GYL Financial Synergies, he was successful in raising assets and trading for an emerging manager as well as working on the order desk for Vision Financial markets where he held FINRA/NFA Series - SIE, 3, 7, 24, 57, 66, and as CT State Insurance and real estate licenses. He graduated with a BA from SUNY Purchase and holds an MBA from the University of Bridgeport.
Outside of the office, Steve spends as much time as possible with his wife and three children. He and his family support and dedicate time to many local and global charitable youth and veteran's organizations. Steve enjoys boating and skiing with his family and is an avid DIY'er in the garage and around the docks.
Job Titles:
- Human Resources Assistant
Tara joined the firm in July of 2022. She supports the day-to-day operation of the Human Resources department. Her responsibilities include assisting with the HR filing system, payroll, employee relations, retirement, compensation and benefits, recruitment, hiring, and onboarding. Tara received her undergraduate degree in Psychology from Binghamton University.
When not working, she enjoys painting, yoga, going on hikes with her dogs, and spending time with family and friends.
Theo joined the firm in August of 2022 as GYL Financial Synergies' Client Associate. He provides operational support to a group of Wealth Advisors and is responsible for assisting with the needs of our private clients. Theo is series 65 registered and received his Bachelor of the Arts in Economics from the University of Connecticut.
Outside of work, Theo is an avid equestrian and loves to play soccer and spend time with his family and friends.
Job Titles:
- Managing Director
- GYL in 2023 As a Managing Director and Senior Wealth Advisor
- Managing Director and Senior Wealth Advisor
Vince joined GYL in 2023 as a Managing Director and Senior Wealth Advisor. Prior to joining GYL, Vince was a Partner, Senior Vice President of Financial Planning for Financial Partners Capital Management (FPCM) since 1994. He was educated at Strathclyde University, Glasgow, Scotland.
Vince grew up in England and moved to the U.S. in 1980. Before joining FPCM, Vince was a financial planner and trust account administrator for Security National Bank & Trust Company of New Jersey.
Away from work, Vince enjoys time with family, travel, gardening, and most sports.
Job Titles:
- Director of Client Services, West Hartford
As the Director of Private Client Services for our West Hartford office, Wendy is responsible for coordinating and fulfilling the financial needs of our private clients. With over 25 years of experience, she has worked with the team at Wells Fargo and its predecessors since 1998 and GYL Financial Synergies since 2016. Wendy is Series 65 registered.
When Wendy is not working, she is very passionate about singing in her choir, photography, as well as teaching young children at St. James Sunday School.