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    Meet Our Wealth Management Group

    Executive Leadership

    Jonathan serves the firm as an member of the HJ Sims Executive Team and is the Co-Head of Private Wealth Wanagement. His focus includes attracting new partners and driving strategic initiatives across the firm.

    Read Jonathan's Bio
    Jonathan Jarow

    Managing Director
    Co-Head – Private Wealth Management

    John leads an esteemed team of private client financial professionals as Co-Head of Private Wealth Management and is a member of the firm Executive Team. A highly respected leader, John meets each challenge, finding the positive, in order to create opportunity for his team and clients.

    Read John's Bio
    John Koene

    Managing Director
    Co-Head – Private Wealth Management

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

    Read Izzy's Bio
    Elizabeth "Izzy" Sims

    Director, Wealth Management & Market Analysis

    Department Leadership

    Maria is responsible for leading HJ Sims branch operations, working with staff and her team to assist with their operational needs and initiatives.

    Read Maria's Bio
    Maria Faddish

    Operations Management

    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

    David heads up the HJ Sims Transition Team, helping ensure a smooth and seamless onboarding for new advisors joining HJ Sims. He also serves in operations management, ensuring all office systems and reporting processes are working properly.

    Read David's Bio
    David Galuskin

    Operations Management

    Labon McCoy

    Executive Vice President
    Head of Trading

    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

    Alex Morales

    Marketing Manager

    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.

    Read Nick's Bio
    Nicholas "Nick" Squitieri

    Senior Vice President
    Director of Corporate Operations, CPA

    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 Wielgus

    Senior Vice President of Client Services

    Executive Leadership

    Jonathan serves the firm as an member of the HJ Sims Executive Team and is the Co-Head of Private Wealth Wanagement. His focus includes attracting new partners and driving strategic initiatives across the firm.

    Read Jonathan's Bio
    Jonathan Jarow

    Managing Director
    Co-Head – Private Wealth Management

    John leads an esteemed team of private client financial professionals as Co-Head of Private Wealth Management and is a member of the firm Executive Team. A highly respected leader, John meets each challenge, finding the positive, in order to create opportunity for his team and clients.

    Read John's Bio
    John Koene

    Managing Director
    Co-Head – Private Wealth Management

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

    Read Izzy's Bio
    Elizabeth "Izzy" Sims

    Director, Wealth Management & Market Analysis

    Department Leadership

    Maria is responsible for leading HJ Sims branch operations, working with staff and her team to assist with their operational needs and initiatives.

    Read Maria's Bio
    Maria Faddish

    Operations Management

    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

    David heads up the HJ Sims Transition Team, helping ensure a smooth and seamless onboarding for new advisors joining HJ Sims. He also serves in operations management, ensuring all office systems and reporting processes are working properly.

    Read David's Bio
    David Galuskin

    Operations Management

    Labon McCoy

    Executive Vice President
    Head of Trading

    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

    Alex Morales

    Marketing Manager

    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.

    Read Nick's Bio
    Nicholas "Nick" Squitieri

    Senior Vice President
    Director of Corporate Operations, CPA

    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 Wielgus

    Senior Vice President of Client Services

    Executive Leadership

    Jonathan Jarow

    Managing Director
    Co-Head – Private Wealth Management

    John Koene

    Managing Director
    Co-Head – Private Wealth Management

    Elizabeth "Izzy" Sims

    Director, Wealth Management & Market Analysis

    Department Leadership

    Maria Faddish

    Operations Management

    Lauren Finkbeiner

    Director, People Operations/Human Resources Business Partner

    David Galuskin

    Operations Management

    Labon McCoy

    Executive Vice President
    Head of Trading

    Gayl Mileszko

    Director of Analysis & Commentary

    Alex Morales

    Marketing Manager

    Nicholas "Nick" Squitieri

    Senior Vice President
    Director of Corporate Operations, CPA

    Larry Wielgus

    Senior Vice President of Client Services