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 Iselin, 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 & Iselin, 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.

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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 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

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

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

Wealth Management

Our wealth management team provides extensive support to our advisory team facilitating the knowledge of products and adoption of state-of-the-art wealth management platforms, enabling our private wealth advisors to help clients reach their portfolio objectives.

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.

As a consultant for the firm’s Managing Directors and financial advisory group, Josh assists with asset allocation; product research; client profile analysis; new technology; and proprietary investment models.

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Joshua Davison

CIMA®, Director of Investments

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

Wealth Management

Our wealth management team provides extensive support to our advisory team facilitating the knowledge of products and adoption of state-of-the-art wealth management platforms, enabling our private wealth advisors to help clients reach their portfolio objectives.

As a consultant for the firm’s Managing Directors and financial advisory group, Josh assists with asset allocation; product research; client profile analysis; new technology; and proprietary investment models.

Read Joshua's Bio
Joshua Davison

CIMA®, Director of Investments

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.

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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
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.

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David Galuskin

Client Services/Operations Manager
Iselin, 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.

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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.

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David Galuskin

Client Services/Operations Manager

Iselin, NJ