Meet Our Wealth Management Group

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.

"Work hard for your clients. Talk straight. Produce results."

These were the words by which our founder, Herbert J. Sims lived. Today, our organization continues to honor these principles.

Our senior managers are experienced financial leaders with extensive professional and industry expertise, and committed to staying true to our founder’s values. As a wealth management, investment banking and institutional services firm, HJ Sims helps individual investors, organizations, municipalities and institutions realize their potential since 1935. From building wealth to building communities, we help clients navigate an uncertain world.

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

Jason is Managing Principal and Chief Financial Officer; his career spans close to three decades in the financial services and accounting industries.

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Jason Diamond

Managing Principal

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

Mr. Diamond is Managing Principal and Chief Financial Officer of HJ Sims; his career spans 27 years in the financial services and accounting industries.

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Jason Diamond

Managing Principal
Fairfield, CT

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

German has nearly 40 years of experience in the industry; he is a natural leader with a gift for creating relationships. German is instrumental in establishing and growing our presence in Puerto Rico.

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German Ramirez

Managing Director
Guaynabo, Puerto Rico

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

German has nearly 40 years of experience in the industry; he is a natural leader with a gift for creating relationships

Read German's Bio
German Ramirez

Managing Director
Guaynabo, Puerto Rico

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.

Read Pat's Bio
Patrick "Pat" Richard

Managing Director
Bloomington, MN

German has nearly 40 years of experience in the industry; he is a natural leader with a gift for creating relationships

Read German's Bio
German Ramirez

Managing Director
Guaynabo, Puerto Rico

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.

Read Pat's Bio
Patrick "Pat" Richard

Managing Director
Bloomington, MN

Trading & Underwriting Team

HJ Sims trading professionals have a comprehensive understanding of relative value and a depth of knowledge that, day after day, delivers timely ideas and best execution to our clients. Our seasoned traders draw upon decades of market expertise to find unique opportunities, including secondary-market securities that may be overlooked by other firms. They also provide clients exclusive access to issues originated by HJ Sims investment bankers. We are nationally recognized in the trading of:

  • High Grade Tax-exempt and Taxable Bonds
  • High Yield Tax-exempt and Taxable Bonds
  • High Grade Corporate Bonds
  • High Yield Corporate Bonds

Phil has extensive experience in trading, underwriting and institutional sales in the municipal bond industry. Based in Charlotte, NC, Phil leads our Trading and Institutional teams.

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Philip "Phil" Gilboy

Executive Vice President

With more than 18 years in the capital markets business, Nick oversees our corporate operations. Beginning his career in the back office, Nick has succeeded in many roles, including: administration, trading and underwriting.

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Nicholas "Nick" Squitieri

CPA, Director of Corporate Operations & Senior Vice President

Phil has extensive experience in trading, underwriting and institutional sales in the municipal bond industry and serves as HJ Sims’ lead institutional salesperson.

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Philip "Phil" Gilboy

Executive Vice President, NC

Nick has been employed in the capital markets business for 18 years. Beginning his career in the back office, Nick has succeeded in many roles, including: administration, trading and underwriting.

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Nicholas "Nick" Squitieri

CPA, Director of Corporate Operations & Senior Vice President

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.

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

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

Izzy leads HJ Sims’s Wealth Management Consulting Group, focusing on new investment products and managed portfolio solutions.

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Elizabeth "Izzy" Sims

Vice President

Josh helps facilitate growth/adoption of new platforms/products for Wealth Management. 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

Human
Resources

Lauren contributes to making HJ Sims a great place to work through compassionate benefit programs, employee recognition, career path coaching, training and development.

Marketing & Communications

Shauna and her team provide an array of marketing, public relations and social media support to the private wealth management and investment banking teams .

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.

Lauren’s focus is simple: making HJ Sims a great place to work through compassionate benefit programs, employee recognition, career path coaching, training and development.

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Lauren Finkbeiner

Director, People Operations/Human Resources Business Partner
Fairfield, CT

Shauna brings 20 years of experience in advertising, sales, marketing and public relations to her role as Chief Marketing Officer for Sims. She is focused on developing and executing marketing strategies and initiatives to support both the investment banking and private client wealth management groups

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Shauna Sullivan Reilly

Chief Marketing Officer

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

Human Resources

Lauren contributes to making HJ Sims a great place to work through compassionate benefit programs, employee recognition, career path coaching, training and development.

Lauren’s focus is simple: making HJ Sims a great place to work through compassionate benefit programs, employee recognition, career path coaching, training and development.

Read Lauren's Bio
Lauren Finkbeiner

Director, People Operations/Human Resources Business Partner
Fairfield, CT

Marketing & Communications Support

Shauna and her team provide an array of marketing, public relations and social media support to the investment banking and private wealth management teams.

Shauna brings 20 years of experience in advertising, sales, marketing and public relations to her role as Chief Marketing Officer for Sims. She is focused on developing and executing marketing strategies and initiatives to support both the investment banking and private client wealth management groups

Read Shauna's Bio
Shauna Sullivan Reilly

Chief Marketing Officer

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 Team

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.

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

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Mariangie Colon

Client Services/Operations Manager
Guaynabo, Puerto Rico

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

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Maria Faddish

Client Services/Operations Manager
Boca Raton & Jupiter, FL

Larry ensures that all client-interfacing systems are optimized and create 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

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

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

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Mariangie Colon

Client Servivces/Operations Manager
Guaynabo, Puerto Rico

Larry ensures that all client-interfacing systems are optimized and create 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

Read Maria's Bio
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

Client Services

Our client services team ensures a dynamic and intuitive experience for our investment banking and private wealth clients.

Marketing & Communications Support

Shauna and her team provide an array of marketing, public relations and social media support to the investment banking and private wealth management teams.

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.

Larry ensures that all client-interfacing systems are optimized and create 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 Wielgus

SVP

Larry ensures that all client-interfacing systems are optimized and create 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 Wielgus

SVP

Larry ensures that all client-interfacing systems are optimized and create 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 Wielgus

SVP