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Henry Aery

Henry Aery

Associate Wealth Advisor
Max Alpert, Relationship manager, moneco advisors glastonbury

Max Alpert

Relationship Manager
reed ameden, partner, moneco advisors fairfield

Reed Ameden

Partner
Ashley Barrett, Client Services Manager, moneco advisors fairfield, connecticut

Ashley Barrett

Group Lead – Client Services
Salim Boutagy , Partner at Moneco Advisors, Fairfield, connecticut

Salim Boutagy

Partner
Bill Brancaccio, CFP®, partner, Moneco Advisors westchester

Bill Brancaccio

Partner
Kerry Burke, client experience coordinator at moneco advisors, the berkshires

Kerry Burke

Client Experience Coordinator
Jay Cruice

Jay S. H. Cruice Jr.

Director
Christine Cutler, client services manager, moneco advisors fairfield, ct

Christine Cutler

Client Services Manager
Michael DeFilippo CFP®

Michelle DeFilippo

Wealth Advisor
Taryn DeMar

Taryn DeMar

Director of People
Tracy Dineen, senior client services manager, moneco advisors fairfield, ct

Tracy Dineen

Group Lead – Client Services

William Durkin

Practice Manager
Paul Farella, private wealth advisor, moneco advisors, the berkshires

Paul Farella

Private Wealth Advisor
Ashley Fiorete, operations manager, moneco advisors glastonbury, ct

Ashley Fiorete

Tax Operations Manager – Moneco Tax Services
Scott Flynn, partner, moneco advisors fairfield, ct

G. Scott Flynn

Partner
Jennifer Franko, Client Experience Coordinator, Moneco Advisors Fairfield, CT

Jennifer Franko

Executive Operations Specialist
Colleen Galushko, Partner at Moneco Advisors Hamden, CT

Colleen Galushko

Partner
Wendy Gans, Client Experience Coordinator, Moneco Advisors New Canaan, CT

Wendy Gans

Client Experience Coordinator
Chris Gatty, Client Services Manager, Moneco Advisors Fairfield, CT

Chris Gatty

Client Services Manager
Maria Tapia Paez, Client Services Manager, Moneco Advisors, Fairfield, Connecticut

Maria (Tapia-Paez) Harrison

Director of Client Services
Vern Hayden, Financial Planner, Moneco Advisors Westchester

Vern Hayden

Financial Planner
TJ Hickey, partner, Moneco Advisors Glastonbury, CT

TJ Hickey

Partner
Al Hodys, Partner, Moneco Advisors Westchester

Al Hodys

Partner
jason hyde, partner, moneco advisors fairfield, ct

Jason Hyde

Partner
Eric Johnson, Managing Partner, Financial Planner, Moneco Advisors Fairfield, CT

Eric Johnson

Managing Partner & Financial Planner
Monika Kapustin

Monika Kapustin

Client Services Manager
David J. Karachuk CFA® CFP®

David J. Karachuk

Partner
AJ Kelleher, Managing Partner, Moneco Advisors Hamden, CT

Arthur Kelleher

Managing Partner
Jennifer Kellogg

Jennifer Kellogg

Client Experience Coordinator & Tax Administrator
Matt Keys, Associate Wealth Advisor, Moneco Advisors Fairfield, CT

Matt Keys

Associate Wealth Advisor
Stephen Kleczkowski, Senior Relationship Manager, Moneco Advisors Westchester

Stephen Kleczkowski

Senior Relationship Manager
Lillian Klouman Marketing Coordinator at Moneco Advisors

Lillian Klouman

Marketing Coordinator
Associate Wealth Advisor

Allie Koch

Associate Wealth Advisor

Keith Kolinsky

Managing Director
Chris Levene, CFP, Wealth Advisor, Moneco Advisors fairfield, CT

Chris Levene

Senior Wealth Advisor
David Lincoln, Managing Partner, Chief Investment Officer, Moneco Advisors Fairfield, CT

Dave Lincoln

Partner
Allison Loring, Director of Compliance/Chief Compliance Officer, Moneco Advisors, The Berkshires

Allison Loring

Director of Compliance & CCO
Doug MaClean, Private Wealth Advisor, Moneco Advisors New Canaan, CT

Doug MacLean

Private Wealth Advisor
Noreen McGorty, Director of Operations, Moneco Advisors Fairfield, CT

Noreen McGorty

Director of Operations
Derrek Metz

Derrek Metz

Managing Partner & CWO
Eric Minowitz, Relationship Manager, Moneco Advisor, Fairfield, CT

Eric Minowitz

Relationship Manager
Christopher Neubert, Founder & Partner, Moneco Advisors Fairfield, CT

Christopher J. Neubert

Founder & Partner
Sandra Neubert, Financial Advisor, Moneco Advisors Fairfield, CT

Sandra Neubert

Financial Advisor
Peter Osborne, Partner, Moneco Advisors Fairfield, CT, The Berkshires

Peter Osborne

Partner
David Plouffe, Associate Wealth Advisor, Moneco Advisors Fairfield, CT

David Plouffe

Wealth Advisor
Dana Preis, Partner, Moneco Advisors, Fairfield, CT

Dana Preis

Partner
Dylan Raver, Relationship Manager, Moneco Advisors, Fairfield, CT

Dylan Raver

Relationship Manager
Alexandra Renders, Managing Director, Moneco Advisors, The Berkshires

Alexandra Renders

Managing Director
Charlie Rocco, Managing Partner & Chief Executive Officer at Moneco Advisors, Fairfield, Connecticut

Charlie Rocco

Managing Partner & CEO
John Rosenau, Managing Partner, Moneco Advisors, Fairfield, Connecticut

John Rosenau

Managing Partner
Joanna Russell, Partner, Moneco Advisors, Bergen County

Joanna Russell

Partner
Kyle Scafariello, wealth advisor at Moneco Advisors, Fairfield, Connecticut

Kyle Scafariello

Wealth Advisor
Dee Schmitt, Client Services Manager, Moneco Advisors, Fairfield, Connecticut

Dee (Dolores) Schmitt

Senior Client Services Manager
Todd Schroeder, Managing Partner, FInancial Planner, Moneco Advisors, New Canaan, Connecticut

Todd Schroeder

Managing Partner & Financial Planner
Byrke Sestok, CFP®, Moneco Advisors, Partner, Westchester

Byrke Sestok

Partner
Bill Shafransky, MBA, CFP, RICP, Senior Wealth Advisor, Moneco Advisors, New Canaan, Connecticut

Bill Shafransky

Senior Wealth Advisor
Christine Simeone, Client Services Manager, Moneco Advisors, The Berkshires

Christine Simeone

Senior Project Manager & Moneco Berkshires Office – Practice Leader
Beth Spear, Client Services Associate, Moneco Advisors, Fairfield, Connecticut

Beth Spear

Client Services Associate
Ginnie Thompson, Managing Partner & COO, Moneco Advisors, Fairfield, Connecticut

Ginnie Thompson

Managing Partner & COO
Joe Tatusko

Joseph A. Tatusko

Portfolio Manager

Timothy G. Tymniak

Partner
Stephanie Van Albert, Moneco Advisors, Principal Wealth Advisor, Fairfield, Connecticut

Stephanie Van Albert

Principal Wealth Advisor
Lu VItti, Client Services Manager, Moneco Advisors, New Canaan, CT

Lu (Luciana) Vitti

Practice Manager
William Webster Jr.

William O. Webster Jr.

Director
Rudolf Weiss, Partner, Moneco Advisors, Fairfield, Connecticut

Rudolf Weiss

Partner
Johnny Wells, Senior Tax Associate, Moneco Advisors, Glastonbury, Connecticut

Johnny Wells

Senior Tax Associate
Bill Yeager, CPA, Moneco Advisors, Glastonbury, Connecticut

Bill Yeager

CPA
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