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.

Read Daniel's Bio
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.

Read Jasons's Bio
Jason Diamond

Managing Principal

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

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.

Read Daniel's Bio
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.

Read Jasons's Bio
Jason Diamond

Managing Principal
Fairfield, CT

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

Senior Vice President

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.

Read John's Bio
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.

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 pride. Pat excels at creating relationships and partnerships with clients and financial professionals in the special region he calls home.

Read Pat's Bio
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.

Read John's Bio
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.

Read Pat's Bio
Patrick "Pat" Richard

Managing Director
Bloomington, MN

HJ Sims Puerto Rico

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

Read Mariangie's Bio
Mariangie Colón

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.

Read Raúl's Bio
Raúl Juan Escudero, Esq.

Director of HJ Sims Puerto Rico

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

Read Mariangie's Bio
Mariangie Colón

Branch Manager
San Juan, Puerto Rico

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

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

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.

Read Phil's Bio
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.

Read Nick's Bio
Nicholas "Nick" Squitieri

CPA, Director of Corporate Operations & Senior Vice President

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.

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.

Read Lauren's Bio
Lauren Finkbeiner

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

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

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

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.

Read Larry's Bio
Larry Wielgus

Senior Vice President of Client Services
Fairfield, CT & 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.

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
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.

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 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

Read Maria's Bio
Maria Faddish

Client Services/Operations Manager
Boca Raton & Jupiter, FL

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

Read Mariangie's Bio
Mariangie Colon

Client Services/Operations Manager
Guaynabo, Puerto Rico

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

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

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

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

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.

Read John's Bio
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.

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 pride. Pat excels at creating relationships and partnerships with clients and financial professionals in the special region he calls home.

Read Pat's Bio
Patrick "Pat" Richard

Managing Director
Bloomington, MN

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.

Read Pat's Bio
Patrick "Pat" Richard

Managing Director
Bloomington, MN

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.

Read Phil's Bio
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.

Read Nick's Bio
Nicholas "Nick" Squitieri

CPA, Director of Corporate Operations & Senior Vice President

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.

Read Daniel's Bio
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.

Read Jasons's Bio
Jason Diamond

Managing Principal

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

Senior Vice President