Justin Discolo
- Vice President, Investments
- Morristown, NJ
Meet More of the Team
Brandon Ayala
Associate, Technology
Jacqueline E. Balloutine
Executive Assistant
Belinda Bast
Vice President, Accounting
Tommy Beeby
Analyst, Client Advisory
Joseph A. Belfatto
Managing Partner
Kristin McCamish Bell, CFA, CFP®
Principal / Director, Client Advisor
Cameron Brooks, MBA
Analyst, Client Advisory
Cheryl Brown, CPA
Director, Accounting
Michael Cerenzia
Client Service Associate
Wendy Chen
Associate, Finance
Our Locations
Morristown, NJ
New York, NY
Garden City, NY
Palm Beach, FL
Denver, CO
Chattanooga, TN
