BRIX PARTNERS - Key Persons
Job Titles:
- Insurance New Business Analyst
Until joining the Brix team in 2022, Aimee spent the entirety of her professional career in the mortgage industry. Our clients now get the benefit of working with someone supremely skilled in the art of guiding them through the application process with care and attention. Aimee currently operates as our New Business Analyst in charge of Insurance where she lives out her life's calling of working with people each day.
She grew up in coastal CT and, although she loves her vacations, she always looks forward to coming back to her quintessential New England shore town filled with culture, great restaurants and beautiful beaches. Her active lifestyle includes boating in summers and pickleball, biking and entertaining family and friends all year round.
Aimee attended Southern CT State University where she majored in
Delaney's practice is focused on using holistic financial planning to help his clients with their protection and investment needs. Whether educating his clients or helping them select the best solutions for their financial situation, he acts as a resource in helping them build customized financial strategies to attain their financial goals.
Delaney joined the financial services industry in 2017 and previously worked at TJP Wealth Solutions. His practice has always been largely focused on working with nurses, doctors and other medical professionals.
Delaney graduated from Pace University with a degree in Management. He played running back for the Setter's Football Team and currently competes internationally in Men's Powerlifting. Delaney has represented the United States in the International Powerlifting Federation (IPF) and captured gold in the 2022 championships in South Africa.
After graduation, Delaney made Westchester County, NY his home and, when he is not training, in his spare time enjoys singing and perfecting his Salsa and Bachata dance moves.
Eugene has been in the financial services industry for over 20 years. He has built a practice focused on providing strategic financial advice to business owners, high net worth families, and rising stars. His practice is centered around fiduciary-basis fee-based financial planning and advisory, developing wealth-building strategies and tax mitigation plans, and providing a holistic single-point of contact financial services experience.
Prior to joining Brix, he was at Northwestern Mutual for four years, where he built a practice focused on wealth management and insurance advice. Before Northwestern Mutual, Eugene worked with institutional financial clients in a variety of roles including equity research, hedge fund long/short research and investments, and investment banking. He performed equity research on large medical technology companies at Thomas Weisel Partners and Stifel. Before and after equity research, Eugene worked at equity long/short hedge funds, Sivik Global Healthcare and Traxis Partners, where he analyzed healthcare services and medical technology companies, and was responsible for investments in veterinary companies.
Prior to Sivik, Eugene worked as an investment banker at Cowen & Company, before and after the spinoff from Société Générale, and assisted in raising over a billion dollars of capital for healthcare companies through initial public and secondary offerings, as well as aiding companies through mergers & acquisitions.
Eugene graduated from the McIntire School of Commerce, University of Virginia in 2000 with a bachelor's degree in Commerce, specialized in Finance and Information Systems.
He and his family reside in Westchester County, NY where they actively participate in travel soccer, music, outdoor activities, and community service with the Boy Scouts of America. Eugene is a trained leader in his two boys' BSA Scouting Troop, and frequently travels around the country for Scouting adventures and service. When not working or parenting, Eugene enjoys sailing, attending concerts, and traveling.
Job Titles:
- Vice President, Risk Management
Job Titles:
- Co - Founder
- Managing Partner
Jared's practice is focused on risk management and estate planning for ultra high net worth families and small business owners. As a founder of Brix Partners, Jared works closely with Registered Investment Advisors, Private Banks, Trust Companies & Family Offices and their clients to lead a comprehensive planning process directed towards goal-driven implementation.
Jared is a member of several highly esteemed organizations in the financial services industry, including the National Association of Insurance and Financial Advisors (NAIFA), MDRT's Top of the Table and the Association for Advanced Life Underwriting (AALU). He also serves on the board of the Estate Planning Council of NY City, an interdisciplinary organization for advisors in the estate planning field. Finally, he is Treasurer and a member of the board for Heroes to Heroes, a charity providing support to our nation's veterans who suffer from PTSD.
Jared earned a BS degree in Economics from SUNY Albany and a University of Pennsylvania's Wharton School Certificate in Retirement Planning. He has also received his Chartered Financial Consultant (ChFC) designation from the American College, as well as a Certified Financial Planner (CFP) designation.
Jared is an avid golfer and tennis player and is also player-manager for his championship winning softball team near his Westchester home.
Jason has spent the past 32 years developing his financial services practice, focused on meeting the needs of each individual client. Prior to joining Barnum Financial Group, Jason worked as a wealth management advisor at Northwestern Mutual, providing financial and investment advice, retirement, and estate planning services. Jason also earned the Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and the Certified Long-Term Care (CLTC) designations, whose recipients gain in-depth knowledge of the key financial planning disciplines including insurance, income taxation, retirement planning, investments and estate planning.
Jason began his career as a fund pricing analyst at the Bank of New York in their Unit Investment Trust division and at Bankers Trust in their pension funds area. He also served as a stockbroker at two boutique firms, Tasin & Company in Islandia, New York, and Donald & Company in New York, New York, trading stocks and options as well as managing assets for both retail and institutional clients.
Jason graduated from Duke University with a B.A. in Economics and Public Policy. He is a member of Chi Psi Fraternity. In his spare time, he enjoys traveling, art, music, sports and cooking with his children Ava and Maxwell. He resides in Livingston New Jersey.
Job Titles:
- Vice President, Financial Planning
Job Titles:
- Vice President, Investments
Job Titles:
- Vice President, Advanced Markets
Job Titles:
- Financial Services Representative
Always the leader, Kyle takes great pride in helping his clients wade through the myriad of complexities on their way to achieving financial peace of mind. Never content with just a one-size-fits-all approach, he customizes a financial plan empowering his clients with the information necessary to seize control of their financial decision-making. He focuses on asset management, retirement planning and protection strategies to help his clients achieve their goals.
Kyle is an Honor's graduate of Stonehill College where he majored in Finance. He also starred at Quarterback for the Skyhawks' Football team and was the recipient of the National Football Foundation Hampshire Honor Society Scholarship.
He continues to be involved in football serving as Assistant Offensive Coordinator and Passing Game Coordinator for his local high school. Although Kyle enjoys an active lifestyle, he also understands the importance of his CT Beer Trail Passport. A lifelong sports fan, he enjoys cheering on his favorite teams: Patriots; Celtics; and Notre Dame Football.
Job Titles:
- Investment New Business Analyst
Lana began her career in the financial services industry as a paraplanner on a team focused on financial planning services. While she continues to devote some of her time to our team's financial planning operations, she has expanded her duties and currently predominantly operates as our New Business Analyst in charge of Investments. She works closely with our clients to deliver unmatched service in leading our team's broker dealer new business operations.
She and her family live an active lifestyle, taking advantage of everything NY's gorgeous Hudson Valley region has to offer. Skiing, hiking and playing tennis are just a few of the activities they like to share during their free time which helps to keep them in shape for the Russian dancing that takes place when Lana picks up the guitar.
Lana is both Series 7 and 63 licensed and is a graduate of Baruch College where she majored in Finance and minored in Psychology.
Job Titles:
- Chief Operating Officer
- Co - Founder
- Managing Partner
As Managing Partner and Chief Operating Officer for Brix Partners, Nick is active in all facets of the firm's daily operations. Strategic in thought but with a focus on the details of his duties, he believes his essential function is to provide the drive and vision necessary to allow the firm's core values and mission to shine through while enriching the client experience.
Nick entered the financial services industries in 2000 working at KAP Planning, Ltd. in their policy performance division and quickly advanced through the industry. In 2003, he was appointed Director of Advanced Sales and Marketing and oversaw the insurance planning process.
A graduate of Fordham University's Gabelli School of Business, Nick earned his Bachelor of Science degree in Finance with a minor in Economics. He remains an active member of Fordham University's Alumni Relations Mentorship program for undergraduate students. He is a Register Securities Principal and has received his CLU® and ChFC professional designations from the American College.
A lifelong sports enthusiast, he fears passing on years of frustration and hardship to his children as fans of his beloved Islanders, Jets, Yankees and Liverpool F.C. If he's not coaching or driving his twin boys to practice, Nick enjoys being anywhere in the world where we can enjoy a glass of wine with his wife.
Job Titles:
- Vice President, Retirement Planning Solutions