PRB WEALTH MANAGEMENT - Key Persons
Job Titles:
- Manager, Broker Dealer Operations
Bibi Roopan joined PRB Wealth Management in 2006. She worked closely with Ian S. Baker - President, in managing client services and operations. She was then promoted to Manager of Investment Operations in 2013. Ms. Roopan works diligently with clients to provide exceptional services, including account analysis, assisting our financial advisors with performance reporting, accounts transfers and plan reviews.
Ms. Roopan's experience includes working with advanced financial tools, such as Morningstar Advisor Workstation, Albridge OneSource Integration System, and Redtail Technology CRM Systems.
In keeping with the company's vision, Ms. Roopan is dedicated to the well being of all our clients and is committed to acting in their best interest.
Ms. Roopan holds a Bachelor Degree in Business Management and Finance.
Job Titles:
- COO
- SVP
- Senior Vice President of Investments and Wealth Management
Denzil Dias is the Senior Vice President of Investments and Wealth Management at PRB Wealth Management. Mr. Dias joined PRB Wealth Management in 2003 as a Sales Associate in the Investment and Retirement Planning Division. He was subsequently promoted to Manager of New Business Operations - Life and Disability Income Insurance. In 2009 he was asked to join Ian S. Baker - President of PRB Wealth Management, as a partner to help develop and implement Wealth Management and Retirement Planning strategies.
Mr. Dias brings a wealth of analytical acumen and extensive technical skills to the development of individual Retirement Strategies for clients in a world of ever changing technological advances and investment strategies. His experience includes working with advanced Financial Planning tools such as Wealth Evaluator, Morningstar Advisor Workstation, Albridge OneSource Integration System, and Redtail Technology CRM Systems. All geared toward providing a cutting edge approach to Holistic Retirement Planning and Wealth Management.
Mr. Dias holds a Bachelor's of Science Degree in Business Finance and a minor in Computer Science.
He is currently pursuing his CFP® designation through New York University (NYU) in Manhattan.
Job Titles:
- Associate
- Client Services Associate
Henry Cho received his Bachelor of Arts at CUNY Queens College with a major in Economics. He currently lives in Queens, NY.
Henry spends his spare time training in mixed martial arts.
Henry Cho joined PRB Wealth Management as an associate in 2014 working in Operations.
Mr. Cho specializes in operative duties and basic financial functions. He assists clients with inquiries and requests, client reviews, and ensures document coverage for caseloads are supervised and scheduled accordingly. Mr. Cho is intuitive with technology and confidently can assist clients with technical concerns.
Job Titles:
- President
- Management
- UK Chartered Accountant
Ian S. Baker is President of PRB Wealth Management, a national leader in financial services. Mr. Baker, a UK Chartered Accountant, moved to the United States in 1984. He spent the next several years in leadership roles in the retail and...
Ian S. Baker is President of PRB Wealth Management.
Mr. Baker, a UK Chartered Accountant, moved to the United States in 1984. He spent the next several years in leadership roles in the retail and wholesale distribution industries. In 1999, Mr. Baker entered the field of financial services with Allmerica Financial.
In 2002, he joined PRB Wealth Management to enhance the services he could provide to a growing list of clients. Today he leads a personal practice team of five, which helps provide the following services to individual and corporate clients:
Pre and Post Retirement Asset Management
Estate and Financial Planning
Insurance Consultancy
Corporate Retirement and Benefit Planning
Distinguished for his analytical skills and market acumen, Mr. Baker's clients include well-known corporations, professional practices, and distinguished individuals.
Mr. Baker's philosophy focuses on solving the problems and fulfilling the goals of his clients, as opposed to providing products.
He and his wife, Stephanie, a teacher, reside in Oyster Bay, N.Y. They have two grown children.
Marc C. Harary is a Financial Advisor at PRB Wealth Management. For the past 14 years, Marc has helped individuals, families, and businesses work towards achieving their financial goals through a holistic approach to financial planning.
In the early part of his career, Marc was dedicated to helping individuals work towards financial security for children and dependents with special needs and their families. Focusing on planning for children and dependents with disabilities gave Mr. Harary the opportunity to affect positive change within his community. He educated families on protecting their eligibility for government benefits and assisted them in long-term financial planning, guiding them through the financial and legal framework that impacted the future of their dependents.
Currently Marc works with various small and mid-size businesses in the Tri-State area. His industry experience allows him to design optimal, cost-effective benefits strategies for business owners and their employees. Marc's dedication to providing his clients with suitable group health insurance, life, and disability income insurance can provide business owners, their employees, and their families a much needed sense of security during these changing times.
Marc also works with individuals ranging from young professionals to retirees seeking formal financial planning. Marc is dedicated to providing his clients with one-on-one attention and excellent customer service. His approach is achieved through a Five-Step Strategy that accounts for Cash Flow Analysis, Asset Management, Risks, Hazards, and Tax Management. Utilizing this method, Marc provides his clients with a comprehensive overview that outlines their risks and opportunities. Marc prides himself on establishing and maintaining strong, confidential relationships with his clients and assisting them in all their financial planning needs.
Job Titles:
- Client Services Associate