PRIVATE WEALTH STRATEGIES - Key Persons


Alex Joice

Job Titles:
  • Partner

Anthony Girgis

Job Titles:
  • Financial Consultant, Retirement Planning Specialist

Ben Felicelli

Job Titles:
  • Managing Director, Retirement Planning Specialist

Chris Cirri

Job Titles:
  • Director of Client Relations

Christopher Faust

Job Titles:
  • Financial Consultant

Craig Reid

Job Titles:
  • Senior Partner, Retirement Planning Specialist

George V. Masefield

Job Titles:
  • Financial Consultant, Retirement Planning Specialist

Gerry Cala

Job Titles:
  • Director of Portfolio Strategy

John Cicala

Job Titles:
  • Senior Partner

John Heyman

Job Titles:
  • Partner, Financial Professional
John Heyman joined AXA Equitable in 1976. He is a Partner in Private Wealth Strategies Group and was an architect in its creation. John's area of focus is Retirement Planning and helped to create the Retirement Planning Markets in New Jersey with the Retirement Benefits Group* which is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Today, John's focus is on integrating the many talents and resources of Private Wealth Strategies Group and working with a select group of long term clients.

Lynn Beal

Job Titles:
  • Financial Consultant
  • Support Staff

Lynne Murphy


Matthew Speedy

Job Titles:
  • Managing Director, Retirement Planning Specialist

Melissa McTigue


Nikki Montedoro


Pamela McKee


Ryan Shea

Job Titles:
  • Partner

Sarah Fazelpoor


Todd Speedy

Job Titles:
  • Senior Partner