ELA FINANCIAL GROUP - Key Persons
Job Titles:
- Client Services Associate
Arlene is a graduate of William Paterson University in Wayne, NJ and has several years of experience within the financial industry. Arlene began her career in account management for Oppenheimer Capital and later joined the client services team at Morgan Stanley Investment Management as Senior Associate where she serviced their Global Asset Allocation institutional clients. Arlene took some time off from the corporate world of finance in NYC to concentrate on her young family. During this time she provided administrative support for a local services company and owned and operated a small business before joining Ela Financial Group, Inc. as part of the team.
Arlene is a native of New Jersey and resides in Wyckoff with her husband Frank and their three children Gavin, Ava and Dean. She is passionate about Finding the Fabulous, a non-profit organization that targets to inspire the next generation of female role models through self-esteem, leadership and professional development. She spends most of her free time cheering on her children at basketball and baseball games, theatre and dance performances and volunteering at her church.
Job Titles:
- Administrative Assistant
- Client Relationship Manager
Heather graduated with a Bachelor's degree in Psychology and Substance Abuse Counseling from Ramapo College of New Jersey in 2015. She has worked as an office administrator within education and legal sectors. Her education, experience and training has fostered her client centered service nature and enabled her to continuously carry out her passion for helping people.
Job Titles:
- Client Relationship Manager
- Executive Assistant
Job Titles:
- Client Relations Associate
Michele graduated with an Associate degree in accounting from Berkeley College of NJ in 1988. She entered the corporate world of equipment leasing and finance working in the accounting department. Her excellent communication and people skills lead her into special projects where she assisted in the development of a customer service department, and she continued her career as a project manager for different areas of the business.
Michele is a native of New Jersey and resides in Wyckoff for the past 9 years with her three children Jenna, Dylan, and Matthew. While raising her family, she enjoyed years of volunteering for local charities, and she is now joining Ela Financial Group as a Client Relations Associate.
Michele enjoys spending time at the beach with her family, shopping with her daughter, watching sports with her sons and spending quality time with extended family and friends
Job Titles:
- CES™, Certified Estate and Trust Specialist
Job Titles:
- Client Services Associate
Ray was born and raised in Haverstraw, NY. He graduated from St. Thomas Aquinas College in Sparkill, NY with a degree in business administration.
After graduating Ray began his career working for SAC Capital in Stamford, CT supporting traders with their international equity swap settlements and reconciliations. Ray then moved to HSBC where he worked on hedge fund reconciliations and traveled to Kolkata, India to train employees. After HSBC Ray then went to work for AllianceBernstein supporting institutional fixed income portfolio managers. He would assist them with client reporting and ad hoc requests. Prior to joining Ela Financial Group Ray worked at Hartree Partners working for the European natural gas and power trading desk. Ray marked all the positions for the desk daily and reported the daily P&L to the traders and management. Ray has joined the group as a Client Services Associate. His experience in multiple arenas of the financial services business over the years brings him to Ela with the foundation needed to help out with our clients' needs.
Ray currently lives in Nutley, NJ with his wife, Natalie. They have two sons, William and James and a German Shepherd, Bodacious. In his free time Ray likes to spend time with his family and friends, read about the financial markets and watch the New York Giants.
Job Titles:
- Client Services and Operations Associate
Ryan J. Marshall is Partner at Ela Financial Group and a CERTIFIED FINANCIAL PLANNER™ professional. He is a graduate of Montclair State University with a Bachelors Degree in Finance. Ryan holds the Series 7, 66, & 24 registrations as well as being a member of the Financial Services Institute and Financial Planning Association.
Sharon is a native to New Jersey. After attending Saint Peter's College, Sharon began her career at BMW of North America where she met and married her husband, Sadir. Sharon and her husband love to travel and lived in Southern California for 13 years where she took time away from working to focus on raising three amazing children, Madison, Jack and Brandon.
Upon their return to New Jersey, in 2013, Sharon and her family settled in Wyckoff, where she became an active member of her children's schools' PTOs, volunteer and fundraising organizations and Saint Elizabeth's Church. Sharon worked for a team of two prominent local doctors before joining ELA Financial as an Administrative Assistant where her client focus, attention to detail and administrative skills will ensure client satisfaction.
Sharon loves concerts, the beach, walking her dog Cooper, spending time with family and friends and cheering on her kids at sports and events.
Thomas Ela has been a financial planner since 1984 and prides himself on providing his clients with quality service and the highest integrity. He received his Bachelor of Arts from the William Paterson College in Wayne, New Jersey. He holds the designation of Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) from the American College in Bryn Mawr, Pennsylvania. He is involved in the ongoing financial education program at Cetera Advisor Networks.