ROCKLINE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Vice President - Wealth Management Advisor
- Wealth Management Advisor
Anthony Santo is a Wealth Management Advisor at Rockline Wealth Management. He was born and raised in West Islip, NY where he played football and lacrosse at West Islip High School. Anthony received a lacrosse scholarship to play at Penn State University and achieved Academic All-Big Ten honors.
In 2016, Anthony graduated with a Bachelor of Science in Economics and soon began his career as a financial planner at Merrill Lynch Wealth Management. During this time, Anthony honed his skills as an advisor and placed an emphasis on client service, resulting in strong working relationships with his peers and clients.
Outside of work, Anthony enjoys playing football, lacrosse, and golf. His favorite vacation spot is Manfredonia, Italy where half of his family still lives.
Job Titles:
- Branch Operations Manager
Dan is motivated and passionate about learning and developing his fundamental investment knowledge and services. Dan's professionalism, dedication, and exceptional eye for detail make him a perfect fit to the Rockline Wealth Management team.
Gabriel Gallante is the Owner, CEO, & CCO, at Rockline Wealth Management. He is responsible for analyzing clients' objectives, determining strategic and tactical asset allocation models, and reviewing clients' results. He prides himself on delivering professional, independent advice to his clients to ensure that he is always placing their interests before his own.
Prior to co-founding Rockline Wealth Management, Gabriel worked as a Vice President at Wells Fargo Advisors where he developed his fundamental investment knowledge. His burning passion to provide clients with an impactful level of service and relentless pursuit of intellectual growth quickly allowed him to become a partner in one of the premier Wealth Management practices at Wells Fargo Advisors.
Gabriel has been named to the Forbes list of Top Next-Gen Wealth Advisors* in 2019, 2022, and 2023. He has also lead Rockline Wealth Management to be named on the Inc. 5000 list as one of the nation's fastest growing private companies. Gabriel was invited to become a member of the Forbes Young Entrepreneur Council (YEC), an invitation-only organization comprised of the most successful entrepreneurs age 45 and younger, and he qualified as a member of LPL Financial's Chairman's Council, an elite award presented to less than 1% of the firm's more than 21,000 financial professionals nationwide.
Originally from West Islip, New York Gabriel graduated from Gettysburg College, where he earned a BA in Organizational Management. While attending Gettysburg College, he competed on the Gettysburg Football Team.
Giving back to the community is a priority for Gabriel. He is involved in various philanthropic endeavors including acting as a member of the board for both the National Football Foundation- Suffolk County Chapter and the Suffolk County PAL. In addition, each winter, he presents a 4-year scholarship to a West Islip High School Football player in memory of his late mother.
Gabriel currently resides in West Islip, New York with his wife, Alison. Together, they enjoy spending time with their family, exploring the great local restaurants across Long Island, and relaxing at the beach. Gabriel especially enjoys martial arts as he has trained in Shotokan Karate for over 15 years.
Job Titles:
- Managing Partner
- Executive Vice President - Wealth Management Advisor
Mark Rose is a Managing Partner at Rockline Wealth Management. He began his financial career in 1983 with a vision of building a team with the depth of experience to support clients with all areas of their financial lives from investment management to multigenerational legacy planning.
For over three decades, Mark has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Mark has dedicated his career to delivering the personalized investment planning services his clients deserve. Being that Mark is a teacher by nature, he utilizes an education-oriented planning approach when working with clients.
Mark's passion for helping people carries over to his outside interests. He was the President of the largest co-op in Suffolk County, New York, he has been a public educator for multiple organizations including: Northrup Grumman Corporation, GEICO, SUNY Farmingdale and NYU Langone Medical Center. He has also coached various youth sports including basketball, soccer, football and baseball.
Mark resides in Commack, New York with his wife of 27 years, Lisa. They have two children, Sara and Matthew, and they enjoy skiing, hiking and traveling in their free time.
Job Titles:
- Vice President - Research & Trading Operations
Helping others pursue financial independence is what drives Nicholas and keeps him motivated and fulfilled in life.
As Vice President - Research & Trading Operations, Nicholas assists in executing trades across the various investment strategies we implement for our clients at Rockline Wealth Management. In addition, he provides actionable ideas and insights based on fundamental analysis of the multiple sectors of the public markets.
Nicholas graduated from the University of Buffalo with a B.A. in English. He currently resides in Oceanside, New York with his wife and children. Nicholas is an avid hockey fan and enjoys being with family in his free time.
Job Titles:
- Vice President of Business Development
Salvatore Licata is Vice President of Business Development at Rockline Wealth Management. He began his career in the financial industry as a business development specialist for a data and research firm revolving around Exchange Traded Funds.
During that time, Sal learned the importance of developing relationships with clients and becoming a team player to help the overall growth of the firm. He spent seven years there and during his tenure participated on panels and webinars throughout the financial industry.
Job Titles:
- Client Relationship Manager
Stephanie has contributed over 15 years of experience in customer relations and management in the financial field.
She is a committed member of the community and has donated her time volunteering and raising funds for various charities, including research for cures of Huntington's disease and Chron's disease.
Outside of the office, Stephanie enjoys yoga and hiking. She is a dedicated wife and mom who spends most weekends on the lacrosse and football field where she is her son's biggest fan!