SANCZYK - Key Persons
Job Titles:
- Member of the Private Client Services Team
- Portfolio Manager, Private Client Services
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President, Wealth and CEO & President, Northwestern Mutual Wealth Management Company ( WMC )
Job Titles:
- Wealth Management Company Chief Investment Officer
Job Titles:
- CAIA Senior Investment Consultant
Job Titles:
- Senior Investment Consultant
Job Titles:
- Member of the Fixed Income Team
- Senior Portfolio Manager, Fixed Income
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Member of the Private Client Services Team
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Financial Representative
Jeff, a graduate of Seton Hall University, spent over 30 years as CFO of a 5th generation family owned business. He brought his years of business experience to Northwestern Mutual in 2017 and joined the Sanczyk Group in 2020. He has been married for over 29 years and has 2 grown children. Jeff, along with his wife, currently resides in Westfield, NJ. He is accomplished in financial planning, working in the areas of Retirement Planning, Asset Management, Life Insurance, Disability Insurance, and Long Term Care. He combines his financial knowledge and life experience to make sure that our clients achieve the goals and objectives they desire.
Job Titles:
- Member of the Fixed Income Team
- Portfolio Manager
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Senior Investment Consultant
Job Titles:
- Executive Vice President, Chief Field Officer
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Director of Financial Planning
Ken joined the Sanczyk Group in 2021. He graduated from Fairfield University in 2016 where he studied Accounting and Finance. Prior to Northwestern Mutual Ken worked with AXA Equitable and E*TRADE where he specialized in services for individuals and small businesses which include Financial Planning, Wealth Management, Employee Benefits, Risk Management, and Individual Insurance. As Financial Planning Analyst, he is responsible for helping to build financial plans and implementing strategies that help guide our clients toward a successful future.
Ken currently resides in Morristown New Jersey and plays in an amateur baseball league in his spare time.
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Director of Operations and Client Service
Maria began her career with Northwestern Mutual in 1993. She is a graduate of Berkeley College. She has over 25 years of experience in the financial industry. She joined The Sanczyk Group in 1998 as the Director of Investment Operations. She interacts daily with other team members, and directly with clients, in assisting with establishing new accounts and administering all their operational needs. She has her Series 6 & 63 FINRA registrations.
Maria resides in Whippany, NJ. She is married to George and they have two sons, Gavin & Brandon. She enjoys cooking, reading and spending time with her family.
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Mike, a graduate of Sacred Heart University, joined the firm in 2004 and has over 15 years of investment experience. He is responsible for running office operations and functions as the team's point man. In addition to maintaining day to day operations, Mike is actively involved with our clients to ensure their needs are fully met. Mike also prepares the Investment, Estate, and Retirement planning analysis for the team. Prior to joining our organization, Mike worked with Alliance Bernstein Research & Management as an institutional liaison between investment advisors and portfolio managers. Mike is married to his wife Desiree and has three children: Genevieve, Carly, and Michael.
Job Titles:
- Senior Investment Consultant
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Client Service Coordinator
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Shail has been with Northwestern Mutual since 2015 and joined The Sanczyk Group in 2016. Shail takes pride in building long-term relationships with families based upon on his unwavering commitment, integrity, and professionalism. Shail's goal is to help families achieve their financial goals and objectives through personalized and strategic planning.
Shail earned his Bachelor of Arts in Mathematics and Statistics while attending The University of Connecticut. Shail and his wife Maura currently reside in Parsippany, New Jersey. When he is not at the office, Shail enjoys spending time with his family, watching sports, and traveling.
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Member of the Private Client Services Team
- Portfolio Manager, Private Client Services
Job Titles:
- Director of Insurance Operations and Services
Stephanie Sanczyk joins The Sanczyk Group in 2023 as Business Operations Manager, bringing with her a wealth of experience in marketing and business operations. Her journey in the financial industry began with the Northwestern Mutual internship program in the summer of 2012, a foundational experience that sparked her interest in finance and client service. Now joining her father, Tom, and brother, Steven, Stephanie is excited to add additional marketing, client relations and operations support to their team.
Prior to the Sanczyk Group, Stephanie worked at a project management company for six years, most recently as the Director of Marketing. There, she demonstrated her versatility and adaptability, initially starting as a project coordinator and rapidly progressing through various roles. Stephanie's educational background, including her time at Ramapo College of New Jersey and Bucknell University, combined with her varied roles have honed her skills in strategic planning, marketing, and business development.
Steven began his career at Northwestern Mutual as an intern in 2016 and joined The Sanczyk Group in 2018. He graduated from Lehigh University in 2017 with a Bachelor of Arts in Economics. He immediately continued his education at Lehigh and received his Master's of Science in Management. Over the course of four years, he completed his undergraduate and graduate degree.
While at Lehigh, he balanced his time between academics and athletics, playing for Lehigh's Division I Men's lacrosse team. He is still very active in the lacrosse world as a coach for a local club team and private high school. He has developed lasting relationships with his players and their families.
He brings that same level of care to his clients by coaching them through their financial life in order to help them reach their financial goals and objectives. Steven has really spent his entire life around Northwestern Mutual as his dad, Thomas, has been a top producer there for over 25 years. Steven currently resides in Kinnelon, NJ.
Job Titles:
- Wealth Management Advisor
Tom has been married to Jackie since 1991. Together, they have four children: Stephanie, Steven, Spencer and Scott. They are involved with their children by coaching, busing and leading various organizations and committees. He and his family reside in Kinnelon, NJ. He enjoys friends, family and the Jersey Shore.
In 2017 he co-founded the Diversity Inclusion Council at Northwestern Mutual Morristown and currently serves as a board member.
Tom also serves on the agency's Advancement, Achievement, and Accredited Women's Initiative council and is an ally to the LGBTQIA community.
Thomas S Sanczyk, Kenneth Ryan Pickett, Steven Sanczyk and Shail Shah use The Sanczyk Group as a marketing name for doing business as representatives of Northwestern Mutual. The Sanczyk Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Thomas S Sanczyk, Kenneth Ryan Pickett, Steven Sanczyk and Shail Shah provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Thomas S Sanczyk, Steven Sanczyk and Shail Shah are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Thomas S Sanczyk, Kenneth Ryan Pickett, Steven Sanczyk and Shail Shah provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Thomas S Sanczyk, Kenneth Ryan Pickett, Steven Sanczyk and Shail Shah are Insurance Agents of NM.
Job Titles:
- Research Analyst, NMWMC Research
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services