STRATEGIC ADVISORS - Key Persons
Job Titles:
- Portfolio Manager
- PORTFOLIO MANAGER EMERITUS
- Portfolio Manager of Strategic Wealth Management Group
Al Horowitz is Portfolio Manager Emeritus of Strategic Wealth Management Group, and had over 45 years in the financial services industry prior to his retirement in 2023. A graduate from the City College of New York, Mr. Horowitz has his Series 1 (now Series 7), and life and health insurance licenses.
Al Horowitz is a Portfolio Manager of Strategic Wealth Management Group, and has over 45 years in the financial services industry and a graduate from the City...
Job Titles:
- EXECUTIVE VICE PRESIDENT
- Executive Vice President of Strategic Wealth Management
Brendan W. Tully is Executive Vice President of Strategic Wealth Management Group. Brendan's experience encompasses advisory work across asset classes and strategies, including equity, fixed income, options, and alternative investments. He has a particular expertise in complex derivative trading which adds a new dimension to the investment advisory services that Strategic Wealth Management is offering their clients.
Brendan began his career as a Financial Advisor for Merrill Lynch in 2002 and later worked for a variety of fund families providing advisory services to other Financial Advisors to help them achieve their desired investment mandates. Most recently he was working for Touchstone Investments (a subsidiary of Western & Southern Life), and Hartford Funds (a sub-advisor for Wellington Funds) where he served as a Regional Vice President, advising financial professionals in Manhattan and Northern New Jersey.
Brendan attended Arizona State University where he earned a BA in Italian Language and Literature and Geography. He is a Chartered Financial Analyst (CFA) charter holder since 2009 and a member of the CFA Society of New York City.
Job Titles:
- Assistant
- Portfolio Manager
Jill Ganey has over 20 years' experience in portfolio management administration. Her job responsibilities include trade processing & all aspects of client administration (opening new accounts, allocation of trades & processing clients requests)
Job Titles:
- Investment Advisor
- Investment Advisor at SWMG
Justin is an Investment Advisor at SWMG. He previously worked as a Financial Advisor at Merrill Lynch where he received additional industry training. Justin Hod graduated from Yeshiva University Syms School of Business in 2019 with a B.S. in Finance. Justin played on the Yeshiva University Basketball team from 2016-2019, helping Yeshiva University win its first ever Conference Championship in school history in 2018. Go Macs!!!
Justin Hod has the following securities licenses: SIE, Series 7, and 66. In addition, he has life and health insurance licenses.
Job Titles:
- Principal of May Financial Group, Ltd
Lawrence E. May, AIF® CFP® CLU® is the founder of Strategic Wealth Management Group and oversees both sides of the Wealth Management arm of Strategic Advisors. Working with high net worth individuals, families, foundations...
Job Titles:
- Operations Manager
- Member of Our Team
Lisa Asencio is the Operations Manager. Ms. Asencio is a dedicated member of our team who is responsible for making certain that the workflow is processed in a timely manner. Lisa has been a member of the company since 2004.
Job Titles:
- SENIOR PORTFOLIO MANAGER and STRATEGIST
Mel Rokeach is a Senior Portfolio Manager and Strategist for Strategic Wealth Management Group. He founded and sold three technology companies from 1978 through 1996 prior to joining Strategic Wealth Management Group. He is a graduate of the City College of New York, Mechanical Engineering Graduate with a Masters in Industrial Management. He also attended University of Southern California for graduate studies in Engineering Mathematics. Mr. Rokeach worked in Research and Development on the Apollo Project to the Moon, and on the U.S. Atlas Ballistic Missile System Development team at Rocketdyne prior to joining Emerson Electric. He uses his skill sets in technology and engineering analytics in the design of asset allocation strategies for client portfolios. He is a member of the Instrument Society of America.
Mel Rokeach is a Senior Portfolio Manager and Strategist for Strategic Wealth Management Group. He founded and sold three technology companies from 1978 through 1996 prior to joining Strategic Wealth Management Group with Mr. Lawrence May.
Job Titles:
- ANALYST
- SENIOR PORTFOLIO MANAGER
Robert Goodman joined the Strategic Wealth Management Group in December 2015 as a Portfolio Manager and Analyst. Mr. Goodman began his career in finance in 1985, trading US Treasury Securities at Bank of Montreal in London. Over the following 25 years, he also served as a Fixed Income Portfolio Manager & Analyst for the British Petroleum Company in Cleveland, OH as well as a Fixed Income and Equity Portfolio Manager & Analyst / Director of Investments at Fairport Asset Management, which he helped found in 2001. After returning to New York City and prior to joining Strategic Mr. Goodman spent over 2 years at Edward Jones as a Brooklyn Branch Associate Manager and SAM Advisors as a Sr. Portfolio Manager.
Mr. Goodman manages Equity, Fixed Income and Balanced Portfolios for Institutional and Individual clients and is also versed in a broad range of areas, including Risk Management, Strategic Planning, Economic and Capital Market Analysis.
Mr. Goodman received his B.A. in Cultural Studies / Economics from the State University of New York at Empire State College and has been a regular member of the CFA Institute since 2002 and the New York Society of Security Analysts since 2013.