Team
“The right people for the best advice”
People are our most valuable asset. We have hand-picked our team of seasoned professionals, and do our utmost to sustain a dynamic and supportive environment where they can thrive.
Our people bring a wealth of experience to each and every relationship.
Bob Brogan, Sr. CMT
SVP, Founder, Co-Head Market Technician - Brogan Group Equity Research
Terence Brogan CMT
Co-Head Market Technician and Equity Market Strategist - Brogan Group Equity Research
Eileen Connolly
VP, Fixed Income Portfolio Manager - Herbst Group
Andrea Costello
SVP, Head of Business Development / Head of Institutional Research Sales - Dudack Research Group
Alexander Cripps CFA
Co-Chief Investment Officer, Senior Portfolio Manager
Gail M. Dudack CMT
Founder, Managing Partner, Chief Market Strategist – Dudack Research Group
Luanne King Eisenberg
Registered Senior Client Services Supervisor
Debbie Gaskins
SVP, Senior Portfolio Manager, Branch Manager - Thomasville, GA
Tim Grant
Managing Member, Financial Advisor, New York Office Branch Manager
Carol-Lynn Lavelle
Executive Assistant, Office Operations Manager
Phil Lindenbaum
VP, Financial Advisor, Branch Manager - Sarasota Florida
Tanya Lovrentjev
Director of Operations, Equity Risk Management Division
Ed K. March
Chief Operating Officer, Head Trader, Municipal Principal and Options Principal
W. Jameson McFadden
President, Managing Member, Senior Portfolio Manager
Susan Porpora
Registered Client Services Associate - Locust Valley Office
Jason Rodgers CFA
Vice President, Research Analyst - Great Lakes Review
Elliott Schlang CFA
Founder, Managing Partner– Great Lakes Review
Brad Tremitiere
Portfolio Manager, Firm Insurance Coordinator - Sarasota, FL
Jason Weissman
Senior Director - Equity Risk Management Division