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    Meet Our HJ Sims Capital Management Leadership

    Our private wealth management leadership team, in tandem with our innovative and income-generating investments, ensure you are well-positioned for market trends and opportunities in all economic environments.

    Firm Leadership

    A trusted veteran of the securities industry, Daniel serves as Managing Principal. Daniel was formerly named one of the “50 Most Influential Irish Americans on Wall Street” by Irish America Magazine.

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    Daniel Mullane

    Managing Principal

    Izzy leads HJ Sims’s Wealth Management Consulting Group, focused on new investment products and managed portfolio solutions for our financial professionals.

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    Elizabeth "Izzy" Sims

    Senior Vice President

    Mr. Mullane is a Managing Principal at HJ Sims and a 28-year veteran of the securities industry. Mr. Mullane was formerly named one of the “50 Most Influential Irish Americans on Wall Street” by Irish America Magazine.

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    Daniel Mullane

    Managing Principal

    Izzy leads HJ Sims’s Wealth Management Consulting Group, focused on new investment products and managed portfolio solutions for our financial professionals.

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    Elizabeth Sims

    Director of Wealth Management

    Managing Directors

    Our Managing Directors provide dependable guidance and leadership to our private client wealth financial professionals. From business development expertise to daily coaching, our Managing Directors ensure they are an accessible resource, serving as an invaluable part of our leadership team.

    John leads an esteemed team of private client financial professionals for the northeast complex, including the Fairfield, CT and Red Bank, NJ offices. A highly respected leader, John meets each challenge, finding the positive, in order to create opportunity for his team and clients.

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    John Koene

    Managing Director
    Fairfield, CT & Red Bank, NJ

    Jonathan leads our well-established southeast region. His focus includes attracting new partners, supporting financial professionals' growth plans and driving strategic initiatives across the firm.

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    Jonathan Jarow

    Managing Director
    Boca Raton & Jupiter, FL

    Pat hails from the Midwest and possesses a strong work ethic with a great sense of pride. Pat excels at creating relationships and partnerships with clients and financial professionals in the special region he calls home.

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    Patrick "Pat" Richard

    Managing Director
    Bloomington, MN

    John leads an esteemed team of private client financial professionals for the northeast complex, including the Fairfield, CT and Iselin, New Jersey offices. A highly respected leader, John meets each challenge, finding the positive, in order to create opportunity for his clients.

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    John Koene

    Managing Director
    Fairfield, CT & Iselin, NJ

    Jonathan leads the southeast region. His focus includes attracting new partners, supporting financial professional’s growth plans and driving strategic initiatives across the firm.

    Read Jonathan's Bio
    Jonathan Jarow

    Managing Director
    Boca Raton & Jupiter, FL

    Pat hails from the Midwest and possesses a strong work ethic with a great sense of humor. Pat enjoys creating relationships in the special region he calls home.

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    Patrick "Pat" Richard

    Managing Director
    Bloomington, MN

    HJ Sims Puerto Rico

    Mariangie ensures all office systems and reporting processes are working properly.

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    Mariangie Colon

    Branch Manager
    San Juan, Puerto Rico

    Raúl serves as Director of HJ Sims San Juan, Puerto Rico office. With close to 40 years in the financial sector, his unique professional experience gives him an inimitable approach in servicing high-net worth clients financial planning needs.

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    Raúl Juan Escudero, Esq.

    Director of HJ Sims Puerto Rico

    Mariangie ensures all office systems and reporting processes are working properly.

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    Mariangie Colon

    Branch Manager
    San Juan, Puerto Rico

    Analysis & Commentary

    Our analysts bring a wealth of experience, examining market, sector and other trends, as well as opportunities for private client and institutional investors.

    Widely respected for her expertise in key credit sectors and topics, Gayl publishes Weekly Market Commentary for clients, staff and industry colleagues. Regarded for expertise in topics, such as senior living, Gayl and HJ Sims’ team of analysts often provide expert commentary to mainstream and trade media.

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    Gayl Mileszko

    Director of Analysis & Commentary

    Analysis & Commentary

    Our analysts bring a wealth of experience, examining market, sector and other trends, as well as opportunities for institutional and private client investors.

    Widely respected for her expertise in key credit sectors and topics, Gayl publishes Weekly Market Commentary for clients, staff and industry colleagues. Regarded for expertise in topics, such as senior living, Gayl and HJ Sims’ team of analysts often provide expert commentary to mainstream and trade media.

    Read Gayl's Bio
    Gayl Mileszko

    Director of Analysis & Commentary

    Client Services Leadership

    Our client services team ensures a dynamic, seamless and intuitive experience for our private wealth management clients and financial teams. Our primary objective is to serve clients with superior expertise and care.

    Larry leads the client services team, ensuring client-interfacing systems are optimized for a friendly, intuitive client experience. Helping to bridge the gap between technology and business, Larry drives multiple projects simultaneously with an exceptional work ethic.

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    Larry Weilgus

    Senior Vice President of Client Services
    Red Bank, NJ

    Maria is responsible for branch operations in the Boca Raton office, working with staff to assist with their operational inquiries. Her specialties include client inquiries and any special requests that may arise.

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    Maria Faddish

    Client Services/Operations Manager
    Boca Raton & Jupiter, FL

    As Operations Manager for the Northeast Complex, David ensures all office systems and reporting processes are working properly.

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    David Galuskin

    Client Services/Operations Manager
    Red Bank, NJ

    Larry leads the client services team, ensuring client-interfacing systems are optimized for a friendly, intuitive client experience. Helping to bridge the gap between technology and business, Larry drives multiple projects simultaneously with an exceptional work ethic.

    Read Larry's Bio
    Larry Weilgus

    Senior Vice President of Client Services
    Fairfield, CT

    Maria is responsible for branch operations in the Boca Raton office, working with staff to assist with their operational inquiries. Her specialties include client inquiries and any special requests that may arise.

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    Maria Faddish

    Client Services/Operations Manager
    Boca Raton & Jupiter, FL

    As Operations Manager for the Northeast Complex, David ensures all office systems and reporting processes are working properly.

    Read David's Bio
    David Galuskin

    Client Services/Operations Manager

    Iselin, NJ