Meet Our Wealth Management Team

Executive Team

Jonathan Jarow

Private Wealth Management Group Co-Head, Managing Director

John Koene

Private Wealth Management Group Co-Head, Managing Director

Elizabeth “Izzy” Sims

Director, Wealth Management & Market Analysis

Leadership Team

Maria Faddish

Operations Management

Lauren Finkbeiner

Director, People Operations / Human Resources Business Partner

David Galuskin

Operations Manager

Labon McCoy

Executive Vice President, Head of Trading

Gayl Mileszko

Senior Vice President, Director of Credit Analysis

Alex Morales

Director of Marketing

Nicholas “Nick” Squitieri

Senior Vice President Director of Corporate Operations, CPA

Larry Wielgus, Senior Vice President of Client Services

Larry Wielgus

Senior Vice President of Client Services

Karen Degro

Financial Advisor | Financial Planning Specialist

Timothy Iltz

Fixed Income Credit & Market Analyst

Capital Market Update

Focused on the Investment Banking sector, this newsletter features weekly in-depth market commentary and analysis, industry sector trends and white papers, current market rates and yields and the latest HJ Sims case studies on completed financings, highlights and events.
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