TREASURY PARTNERS - Key Persons
Job Titles:
- Advisor
- DIRECTOR
- Member of the Your Team
Adam is an Advisor and Director within the Wealth Management Group at Treasury Partners. He provides comprehensive financial planning and wealth management strategies.
Adam began his career practicing law. He worked in the Legal and Compliance Department at Morgan Stanley where he advised on compliance, regulatory, and securities law matters. He then specialized in defending federal criminal investigations, prosecutions, and trials with a focus on financial securities issues, tax issues, and fraud while at a law firm. Later, he served as Legal and Compliance Counsel for a hedge fund where he oversaw legal, compliance, risk, and operations.
Adam transitioned to a career in wealth management in 2018 and leverages his legal background to offer a differentiated perspective on wealth management. His multi-generational approach involves tax-efficient and risk mitigation strategies, helping clients maintain their current lifestyle while meeting their long-term financial needs and goals.
He covers all facets of wealth management including investment planning, portfolio allocation, integration of alternative investments combined with equity and fixed income, retirement planning, and guidance on estate planning.
He holds Series 7 and 66 securities licenses and is admitted to the Bars of New York and New Jersey. He is admitted to practice law in the federal courts of the Southern District of New York, the Eastern District of New York, and the U.S. Tax Court.
Adam earned his BA at Bucknell University and his JD at Brooklyn Law School. He enjoys travel, golf, tennis, skiing, and spending time with his family.
Ms. Vann joined Treasury Partners in 2021, and is responsible for developing and implementing our marketing, social media, public relations, and client communication platforms.
She previously held marketing services positions with HighTower Advisors, which is headquartered in Chicago, Illinois and with Corporate Offers in Cliffside, New Jersey.
Ms. Vann is a graduate of Fairleigh Dickinson University with a Bachelor of Arts degree in Sports Administration.
Job Titles:
- ASSOCIATE
- in 2021 As a Member
Mr. Lin joined Treasury Partners in 2021 as a member of our Wealth Management Group. In that capacity, he is responsible for assisting in the delivery of a broad range of administrative services to our high net worth clients.
These services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Mr. Lin is a graduate of The George Washington University School of Business, where he earned his Bachelor of Business Administration and Master of Science in Sports Management and Certificate in Quantitative Business.
Mr. Lin rowed at The George Washington University as a Division 1 athlete and was invited to compete as a national team rower for Chinese Taipei by the Chinese Taipei Rowing Association. He was the first Taiwanese-born rower to ever be recruited to a Division 1 program in the United States.
He holds Series 7 and 66 securities licenses.
Mr. Lin is fluent in Mandarin, Taiwanese, and conversant in Romanian.
Ms. Koganski, CFP®, RICP joined Treasury Partners in 2018 as a member of our Wealth Management Group. Today she is the Head of Private Client Services and is responsible for managing the Client Service Associate Team in delivering support for our high-net-worth clients.
Client support includes implementing and monitoring portfolio strategies, onboarding new clients, processing trades and wire transfers, disbursing funds, preparing performance analyses and tax reports.
Ms. Koganski holds Series 7 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™. In her CFP role, she assists clients in developing financial plans to achieve their long-term goals.
Prior to joining Treasury Partners, Ms. Koganski was an Investment Analyst and Director of Client Services at Hyperion Wealth Advisors in New York City.
She is a graduate of Bentley University where she earned her Bachelor of Science degree in Economics and Finance and a Master of Science in Financial Planning.
Ms. Koganski enjoys travel, skiing and beach vacations, as well as living in NYC and spending time with family and friends. She also enjoys playing with her dogs Coco and Ginger.
Ms. Boden joined Treasury Partners in 2013 as a member of our Wealth Management Group.
addition to guiding new clients through the account opening process, her responsibilities include assisting clients, when necessary, in accessing their online reports and statements, as well as providing tax data, disbursing funds, and processing wire transfers.
She also assists in implementing updates to client portfolios, and prepares materials in advance of client and prospective client meetings.'
Ms. Boden is a graduate of the University of Wisconsin, where she majored in Sociology with a concentration in Analysis and Research.
She also studied in Spain at the Universidad de Sevilla, and is conversant in Spanish.
Job Titles:
- EXECUTIVE DIRECTOR
- Member of the Your Team
- Treasury Partners' Senior Portfolio Manager
Mr. Jones began his career in the financial services industry in 1997 with AIG International. He has been associated with David D'Amico and Steven Feit since 1998, and joined Richard Saperstein at CIBC Oppenheimer in 2002.
Mr. Jones is Treasury Partners' Senior Portfolio Manager and a member of the Portfolio Management Group. He implements and maintains our fixed income investment portfolios, and invests considerable time communicating with "the Street" and assessing developments within both the bond market and broader financial markets.
Mr. Jones shares his insights on both the fixed income and equities markets with the other members of the Portfolio Management Group during their weekly conference.
He also is the author of the Treasury Partners blog, and a frequent contributor to our Portfolio Tactics reports, which provide an overview of prevailing economic trends and how these trends are impacting our client portfolios.
Mr. Jones is a graduate of Connecticut College with a BA in History and a minor in Applied Microeconomics.
Job Titles:
- ASSOCIATE
- in 2023 As a Member
Mr. Coleman joined Treasury Partners in 2023 as a member of our Wealth Management Group. In that capacity, he is responsible for assisting in the delivery of a broad range of administrative services to our high net worth clients.
In addition to guiding new clients through the account opening process, these services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Prior to joining Treasury Partners, Mr. Coleman worked at Bank of America, Merrill Lynch and was a Production Finance Assistant at the Metropolitan Opera Company.
Mr. Coleman is a graduate of Vanderbilt University, where he was one of the Team Captains of the Men's Varsity Football team.
He holds Series 7 and 66 securities licenses.
Mr. Coleman enjoys staying active by running or doing other physical exercise and likes to play and watch basketball and football. He likes all genres of music and likes to try new foods and restaurants.
Job Titles:
- DIRECTOR
- Member of the Your Team
Mr. Beniak joined Treasury Partners in May 2015 as a municipal analyst with our Portfolio Management Group.
He previously was a senior analyst with Public Financial Management, a financial advisor to state and local governments and other public sector institutions. He analyzes municipal issuers' outstanding debt, and performs related quantitative analytics with the objective of identifying high quality credits with competitive pricing and yields.
Mr. Beniak also is responsible for tax-exempt trades in our discretionary fixed income portfolios, and otherwise assists in managing those strategies.
He has earned the right to use the Chartered Financial Advisor designation.
Mr. Beniak is a graduate of Yale University where he was a double major in Economics and Political Science. He is fluent in Polish.
Job Titles:
- DIRECTOR
- Member of the Your Team
Mr. Bilewich began his career in the financial services industry in 2007, and joined Treasury Partners in 2009 as a member of the Wealth Management Group.
His primary focus is on structuring customized asset allocations, which reflect his comprehensive analysis of a client's current financial profile and objectives. He involves our clients' accountants, attorneys, and other professional advisors in the planning and advisory process in pursuing comprehensive wealth management solutions.
Once the investment strategy is implemented, Mr. Bilewich monitors, evaluates, and refines the strategy as appropriate. He also plays an essential role in all aspects of client communications, trading, and outside manager selection.
Mr. Bilewich holds Series 7 and 66 securities licenses, and is a graduate of Iona College with a BA in Public Relations.
Job Titles:
- Executive Director
- Member of the Your Team
Mr. Saad began his career in 2008 with J.P. Morgan and joined Treasury Partners in 2009. He is a member of our Portfolio Management Group with primary responsibilities in the areas of portfolio analytics, research and reporting, investment due diligence, and third party manager analysis.
Mr. Saad conducts ongoing evaluations of the equity and fixed income portfolios strategies we manage internally, and monitors the investment managers we engage to run selected equity, fixed income, and alternative strategies.
He also is responsible for maintaining data integrity in our various reporting engines and for the accuracy of our client reports.
Mr. Saad holds Series 7 and 66 securities licenses, and has earned the right to use the Chartered Financial Analyst designation.
He is a 2008 graduate of the University of Notre Dame with a BBA in Finance and History.
Job Titles:
- MANAGING DIRECTOR
- Member of the Your Team
- PARTNER
- Member of HighTower's Wealth Management 's Alternative Investment Panel
- Member of Our Portfolio Management Group
Mr. D'Amico is a member of our Portfolio Management Group. He is responsible for our proprietary investment portfolios and oversees our private client communications and administrative services.
Mr. D'Amico began his career in 1986 with Oppenheimer & Company, where he was named a Senior Vice President in 1997. Oppenheimer sold its Private Client Division in 2003, and Mr. D'Amico joined Bear Stearns as a Managing Director.
When J. P. Morgan acquired Bear Stearns in 2008, he and the other members of Richard Saperstein's team affiliated with HighTower Advisors, and Mr. D'Amico played an important role in the launch of Treasury Partners.
In addition to his other responsibilities, Mr. D'Amico is a member of HighTower's Wealth Management's Alternative Investment Panel, which reviews various alternative investment strategies.
He holds Series 7, 8, 63 securities licenses, a Series 65 investment advisor license, and a FINRA Series 9/10 General Securities Sales Supervisor license.
Mr. D'Amico is a graduate of Hunter College with a BA in Economics and Finance. In 2001, he was inducted into the Hunter's Athletic Hall of Fame in recognition of his undergraduate achievements in basketball and tennis.
Job Titles:
- MANAGING DIRECTOR
- Member of the Your Team
- PARTNER
- Barclays Wealth in 2009 As a Director
- Fieldpoint Private As a Managing Director and Senior Advisor
David Zoll has more than 35 years of executive management and client advisory experience in the financial services industry. He joined Treasury Partners in 2019.
He began his career in 1983 with E.F. Hutton & Co. and joined PaineWebber & Co. in 1989. He remained with PaineWebber after UBS acquired the company in 2000.
In 2000, Mr. Zoll was promoted to lead The New York Metro Region, and in 2002, he was named Director of National Sales at UBS PaineWebber. He was appointed Head of Marketing Strategy and Development in 2005. Mr. Zoll was an Executive Vice President and a member of the UBS Wealth Management Executive Committee US and the UBS Global Management Board. He received the coveted UBS Global Chairman's Award in recognition of his many significant contributions to the firm. Mr. Zoll was also a member of the Securities Industry Association Sales and Marketing Committee.
In 2007, Mr. Zoll founded the DZ Development Group, a company engaged in real estate development and related entrepreneurial enterprises. He is also the co-founder of Parentgiving.com, LLC.
Mr. Zoll joined Barclays Wealth in 2009 as a Director to provide customized wealth management and advisory services to high-net-worth investors and their families.
In 2012, Mr. Zoll joined Fieldpoint Private as a Managing Director and Senior Advisor, where he continued to provide comprehensive advice to high-net-worth private clients, foundations, pension plans and family offices.
Mr. Zoll holds the Series 7, 8, 15, 24, 63 and 65 licenses. He is a Magna Cum Laude, Phi Beta Kappa graduate of Clark University, where he earned a BA in Government.
Mr. Zoll and his wife, Lori, live in New York City. They have two grown children who have recently started their own careers. He is an avid Boston sports fan and coin collector.
Ms. Nestel has been on Wall Street for more than 20 years.
She is a member of our Corporate Cash Management and Wealth Management Groups, and is responsible for administering our reporting systems.
Ms. Nestle is a graduate of the City University of New York with a BS in Economics, and of Pace University, where she earned her MBA in Finance.
Mr. Shlomovich began his career in the financial services industry in 1998, and joined Treasury Partners in 2012. He holds Series 7 and 63 securities licenses.
He is a member of our Corporate Cash Management Group, and is responsible for processing the overnight Euro and Sterling money market fund trades placed via our online Money Market Portal.
Mr. Shlomovich also provides a broad range of administrative and operational services on behalf of our corporate clients.
He attended the College of Staten Island, CUNY.
Job Titles:
- DIRECTOR
- Member of the Your Team
Ms. Thumen has more than 25 years experience on Wall Street.
She began her career in 1994 with the Private Client Division of Oppenheimer & Company, and was responsible for coordinating that firm's branch office administrative operations throughout the United States and Europe.
Ms. Thumen has been associated with Richard Saperstein since 2004, and currently oversees a broad range of administrative services on behalf of the Treasury Partners team and our private and corporate clients.
Job Titles:
- MANAGING DIRECTOR
- Member of the Your Team
- PARTNER
- Head of Our Corporate Cash Management Group
Mr. Klein is head of our Corporate Cash Management Group. In that capacity, he oversees the custom fixed income strategies we implement on behalf of clients electing to outsource responsibility for portfolio management, compliance monitoring, credit reporting, and liquidity management.
He also directs our short term, fixed income trading operation and our proprietary money market portal.
Mr. Klein began his career in the financial services industry with Oppenheimer & Company in 1996, and was promoted to Director in 2000.
In 2003, he joined Bear Stearns where he assumed the title of Managing Director, and was a founding member of the Cash Management Group. He was also instrumental in the development of Bear Stearns' online money market portal.
After JP Morgan acquired Bear Stearns in 2009, Mr. Klein affiliated with HighTower Advisors and played a major role in launching Treasury Partners.
He holds Series 7, 63, and 66 securities licenses. Over the 20+ years he has been on Wall Street, he has provided commentary for numerous financial publications, and been invited to present at the Association of Financial Professionals (AFP) annual conference.
Mr. Klein earned a BS in Finance from the State University of New York at Buffalo.
Job Titles:
- Advisor
- MANAGING DIRECTOR
- Member of the Your Team
- PARTNER
Justin is an Advisor within Treasury Partners' Wealth Management Group for ultra-high net worth individuals, families, trusts, estates and non-profits, serving a broad range of wealth management disciplines.
Justin was recognized by Forbes as a Best-in-State Wealth Advisor and has also been named a Forbes' Top Next-Gen Wealth Advisor for five consecutive years. Justin specializes in strategic-based planning and investment management for Entrepreneurs and Executives, including pre and post transaction planning, Qualified Small Business Stock (QSBS) benefits and strategies for concentrated equity and stock-based compensation.
He is passionate about financial literacy and participates as a speaker on Treasury Partners' bi-annual Wealth Management Symposium, which aims to educate students about careers in the financial services industry.
Justin began his career in the financial services industry in 2006 and was with the Private Wealth Management divisions of UBS and Sanford Bernstein prior to joining Treasury Partners in 2013.
He is a CERTIFIED FINANCIAL PLANNER™ and has earned the right to use the Chartered Financial Analyst ® designation. He holds Series 7, 63, 66 securities licenses, and is life and health insurance licensed.
Justin earned his BA at the University of Pennsylvania and studied at the Hong Kong University of Science and Technology School of Business and Management.
He and his wife, son and daughter live in Greenwich CT. Justin enjoys travel, golf and building snow forts with his kids.
Job Titles:
- ASSOCIATE
- in 2021 As a Member
Mr. Giannangeli joined Treasury Partners in 2021 as a member of our Wealth Management Group. In that capacity, he is responsible for assisting in the delivery of a broad range of administrative services to our high net worth clients.
In addition to guiding new clients through the account opening process, these services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Prior to joining Treasury Partners, Mr.Giannangeli was a Client Service Representative with Madison Trust Company in Montvale, New Jersey, and a Financial Analyst with the Coastal Financial Planning Group in Charleston, South Carolina.
Mr. Giannangeli is a graduate of The Citadel, The Military College of South Carolina, where he earned a Bachelor of Science in Finance.
Job Titles:
- DIRECTOR
- Member of the Your Team
Mr. Kim began his career in the financial services industry in 2005, and was a financial advisor with Citi Smith Barney prior to joining Treasury Partners in 2009.
He is a member of our Cash Management Group and is responsible for monitoring our online Money Market Portal, and for delivering a broad range of detailed account support to our corporate clients.
Mr. Kim also is responsible for conducting pre- and post-trade reviews on behalf of our Portfolio Management Group to ensure that client portfolios remain compliant with their investment policy guidelines.
He holds Series 7 and 63 securities licenses.
Mr. Kim is a graduate of Binghamton University with a BA in Political Science.
Richard Saperstein - Chief Investment Officer, Managing Director
Job Titles:
- CHIEF INVESTMENT OFFICER
- MANAGING DIRECTOR
- Member of the Your Team
- PRINCIPAL
- Professionals
Richard Saperstein heads a team of 28 professionals who deliver a broad array of cash and wealth management services to corporate and private clients.
Mr. Saperstein has been on Wall Street for forty years, and is widely acknowledged for his investment acumen. He began his career in 1982 and joined Oppenheimer & Co. in 1987. In 2003, he and his team moved to Bear Stearns where they established and ran the Corporate Cash Management Group. After J. P. Morgan acquired Bear Stearns in 2009, Mr. Saperstein and his team became affiliated with HighTower Advisors and launched Treasury Partners.
Mr. Saperstein has ranked in the highest tier on Barron's annual survey of America's "Top 100 Financial Advisors" every year since the survey was introduced in 2004. In 2023, he ranked 4th on that survey, and 2nd in New York State on Barron's listing of the country's "Top 1200 Financial Advisors."
He is a member of Barron's "Advisors Hall of Fame," and is a top-ranked 2023 Forbes advisor and was also a top-ranked Financial Times advisor in 2017. Mr. Saperstein frequently shares his perspectives on the financial markets in such media as The Economist, The Wall Street Journal, Barron's, Forbes, Smart Money, Financial Week, TheStreet.com, CNBC, Bloomberg, Fox Business News, and The New York Times.
He has been invited to speak at conferences sponsored by various industry groups, including the Association for Financial Professionals, Tiburon Strategic Advisors, the Investment Management Network, and Index Universe.
Mr. Saperstein earned his MBA at New York University's Stern School of Business, where he currently advises the Michael Price Student Investment Fund.
He is conversant in Italian, and is an avid salt and freshwater fly fisherman.
Job Titles:
- EXECUTIVE DIRECTOR
- Member of the Your Team
Mr. Martone began his career in the financial services industry in 2002 with General Electric Asset Management, and was a fixed income corporate research analyst prior to joining Treasury Partners in 2009.
He is a member of our Portfolio Management Group. His responsibilities include performing top-down, macro due diligence and developing investment strategies across fixed income, equity, and ETF markets.
Mr. Martone holds a Series 7 and 63 securities licenses and he has earned the right to use the Chartered Financial Analyst designation.
He is a graduate of the University of Connecticut with a BS in Finance and MBA.
Job Titles:
- Member of the Your Team
- in 2019 As a Member
Ms. Pifer joined Treasury Partners in 2019 as a member of our Wealth Management team. Her core areas of focus are portfolio analytics, performance reporting, and delivering a customized and differentiated client experience.
Previously, she was an Associate Advisor at Fieldpoint Private in New York City, where she partnered with David Zoll, who led one of the firm's most successful advisory practices.
Ms. Pifer began her career in financial services in 2007 as an Analyst in the Equity Sales and Trading division at Lehman Brothers. She later transitioned to Barclays Wealth during the 2008 merger.
At Barclays Wealth, she was part of Team Zoll, focused on servicing high-net-worth clients, private foundations and privately held companies. Ms. Pifer was awarded the 2010 Barclays US Citizenship Award for spearheading philanthropic opportunities for the Barclays Wealth division. In 2012, she was also an appointed member of the firm's Analyst Advisory Committee.
Ms. Pifer holds the Certified Financial Planner™ (CFP®) designation and the Certified Investment Management Analyst® (CIMA ®) certification, as well as the Series 7 and 66 licenses.
She is a graduate of St. Lawrence University with a BA in Government. She enjoys playing tennis, is a New York sports fan, and lives in North Carolina with her husband, Randy, and their daughters.
Sean Rooney joined our Corporate Cash Management Group in 2019.
He has 25+ years experience in the financial services industry and has been with such firms as Merrill Lynch and Delaware Investments.
Mr. Rooney specializes in developing cash and short-duration fixed income strategies on behalf of our institutional clients.
He has earned the right to use the Chartered Financial Analyst ® designation.
Mr. Rooney is a graduate of Duke University with a degree in economics, and earned his MBA from the University of North Carolina at Chapel Hill.
Mr. Lama joined the Treasury Partners Corporate Cash Management Group in 2021. He previously was with H&R Block in client services.
His primary responsibilities are in the area of developing new client relationships.
Mr. Lama is a graduate of the University of Buffalo where he earned his BS degree in Business Administration with a concentration in Finance and a minor in Japanese.
In addition to English he is fluent in several languages, including Japanese, Nepali, Hindi, and Tibetan.
Job Titles:
- ASSOCIATE DIRECTOR
- in 2024 As a Member
Ms. Sindler joined Treasury Partners in 2024 as a member of our Wealth Management Group. In that capacity, she is responsible for assisting in the delivery of a broad range of administrative services to our high net worth clients.
These services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Prior to joining Treasury Partners, Ms. Sindler was a Director on the Self-Directed Brokerage team at First Republic Securities Company. She has also held positions at Morgan Stanley, Neuberger Berman, Edelman Financial Services and Kapitall LLC.
Ms. Sindler is a graduate of Carnegie Mellon University, where she earned her Bachelor of Arts in Economics.
She holds Series 7, 66 and 24 licenses
Ms. Sindler enjoys dance and hiking with her dog Napoleon. She is also a Certified Yoga Instructor.
Job Titles:
- MANAGING DIRECTOR
- Member of the Your Team
- PARTNER
Mr. Bogner joined Treasury Partners in January 2011, after 11 years with Morgan Stanley Smith Barney in the Private Wealth Management division.
He is responsible for our corporate retirement plan advisory services, especially those relating to 401(k) defined contribution, defined benefit, and non-qualified deferred compensation plans. Mr. Bogner also consults in the areas of control/restricted stock, life insurance/annuities, and estate planning.
He is an adjunct lecturer with The Plan Sponsor University (TRAU) and speaks on subjects pertaining to reducing plan risks and costs. Most recently, he has lectured at New York University, Brooklyn Law School, and the University of Alabama at Huntsville.
Mr. Bogner also is frequently asked to share his perspectives on the retirement plan industry in such publications as Plan Sponsor Magazine and The New York Times.
Mr. Bogner is a Certified 401(k) Professional (C(k)P). He holds Series 7, 31, and 63 securities licenses, a Series 65 investment advisor license, and is life and health insurance licensed.
He is a graduate of Baruch College - The City University of New York, where he majored in Marketing.
Job Titles:
- MANAGING DIRECTOR
- Member of the Your Team
- PARTNER
Mr. Feit has been on Wall Street for nearly 40 years, and was with UBS Financial Services prior to joining Treasury Partners in 2012. As our Chief Operating Officer, he oversees our client services, investment management, finance, compliance, and operations areas.
Mr. Feit began his career in 1981 with J. B. Hanauer. He became a Financial Advisor in 1982 while with Merrill Lynch, and joined Oppenheimer & Company in 1983. He began his management career with Oppenheimer in 1988, and rose to the position of Managing Director/New York Branch Manager.
In 1999, after 16 years with Oppenheimer, he joined Paine Webber, where he served as Senior Vice President/New York Branch Manager prior to that firm's acquisition by UBS in 2000.
Mr. Feit remained with UBS and became a Managing Director in 2005. Over the course of his career with UBS, he held various senior management positions in New York and New Jersey.
In 2010, he was appointed Director of the firm's Florham Park, New Jersey Complex. In that capacity, he managed 70 Financial Advisors and more than 100 employees, and was responsible for overseeing $9+ billion in client assets. Mr. Feit holds Series 7, 8, 63 and 65 securities licenses as well as an insurance license.
He is a Magna Cum Laude graduate of Boston University, where he earned his BS degree in Business Administration.
Job Titles:
- Advisor
- MANAGING DIRECTOR
- Member of the Your Team
- PARTNER
Stuart is an Advisor and Managing Director within the Wealth Management Group at Treasury Partners. He advises ultra-high net worth individuals, families, trusts, estates and non-profits on wealth management, asset allocation, balance sheet considerations and goal-oriented investment plans and asset preservation.
After earning his law degree at Yeshiva University in 2004, Mr. Riemer was a practicing attorney with Mintz, Levin. Stuart began his career as an investment advisor in 2009 with MetLife Securities, and held roles with Morgan Stanley Smith Barney and Sontag Advisory prior to joining Treasury Partners as a Director in 2014.
He is the author of several financial planning and wealth management articles pertaining to members of the legal community. These articles have been published in Law360, among other outlets.
He holds a Series 65 Securities License, and is life and health insurance licensed. He is a retired member of the New York State Bar.
Stuart earned his Bachelor of Arts degree at the State University of New York at Albany.
Stuart enjoys travel, fitness, hiking and spending time with his two daughters and their family dog Chewie.
Ms. Damiano joined Treasury Partners in 2023 and is a member of our Private Client and Corporate Retirement Plan Advisory Groups.
In addition to her administrative responsibilities within our wealth management platform, she supports our retirement plan consulting platform in the areas of new business development and in servicing our 401(k) defined contribution, defined benefit, and non-qualified deferred compensation plan clients.
Prior to joining Treasury Partners, Ms. Damiano served as a Client Service Associate at DASH Financial Technologies and as a New Account and Asset Transfer Specialist at Vanguard.
Ms. Damiano is a Magna Cum Laude graduate of Gettysburg College where she earned a Bachelor of arts degree in Economics with a minor in Business.
She holds Series 7 and 63 security licenses.
Ms. Damiano enjoys photography, spending time with family and friends and exploring NYC.