Meet Our Team
Our members have been successful as institutional market makers, proprietary equity and options traders, portfolio managers, risk managers, investment advisors, business owners and insurance specialists.
Our varying educational backgrounds include bachelors, masters, and legal degrees from leading institutions where studies have included: economics, engineering, finance, information systems and technology, journalism, labor studies and law. These experiences provide us with the necessary perspective to develop effective processes to better achieve your family's investment goals.
Victoria Allen
Client Services Manager
Victoria Cocciolone
Client Services Director
Joseph Duncan
Founding Partner
Darek Koleda
Investment Advisor Representative
Jake Markoe
Investment Advisor Representative
Jean McDevitt
Senior Executive Administrator
Robert Moore
Investment Advisor Representative
Keval Patel
Investment Analyst
Anthony Vasile
Investment Advisor Representative
Jason Braatz, CFP®
President - BWA
Mark Cole
Marketing Director
Joshua Feldschneider
Investment Advisor Representative
Nick Lampone
Chief Strategy Officer
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Jonathan Markoe
Managing Director
Harry Morad
Managing Partner
Melanie Moore
Marketing Associate
Greg Pizzano
Senior Portfolio Manager
Jim Vogt
Co-Chief Investment Officer
Jerry Braatz
Vice President - BWA
Kate Fay, CFP®
Financial Planning Director
Frank Frederico
Investment Advisor Representative
Scott Lermack, MBA, CEPA
Investment Advisor Representative
Tom McElgunn, CFP®
Investment Advisor Representative
Michael Modica
Partner
Sean Murphy
Director of Private Wealth for Florida, Senior Vice President
Corinne Tecza
Senior Executive Administrator
Scott Walden
COO - BWA
Christopher Bryan
Investment Advisor Representative
Thomas Crossett
Director
Isaac Jones
Investment Advisor Representative
Mark Magarian
Senior Portfolio Manager
Mark McCartney
Client Services Associate
Noah Modica
Investment Advisor Representative
Chris O'Neill, CFA, CIPM
Chief Investment Officer
James Varley, AAMS®
Client Support Specialist - BWA
Michael Wojcik
Investment Advisor Representative
