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Meet Our Wealth Management Team

Executive Team

Jonathan Jarow

Private Wealth Management Group Co-Head, Managing Director
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John Koene

Private Wealth Management Group Co-Head, Managing Director
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Elizabeth “Izzy” Sims

Director, Wealth Management & Market Analysis
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Leadership Team

Maria Faddish

Operations Management
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Lauren Finkbeiner

Director, People Operations / Human Resources Business Partner
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David Galuskin

Operations Manager
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Labon McCoy

Executive Vice President, Head of Trading
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Gayl Mileszko

Senior Vice President, Director of Credit Analysis
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Alex Morales

Director of Marketing
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Nicholas “Nick” Squitieri

Senior Vice President Director of Corporate Operations, CPA
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Larry Wielgus, Senior Vice President of Client Services

Larry Wielgus

Senior Vice President of Client Services
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Karen Degro

Financial Advisor | Financial Planning Specialist
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Timothy Iltz

Fixed Income Credit & Market Analyst
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Capital Market Update

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