About Me
John attended Iona University on a scholarship and graduated with B.A. in English. He went on to obtain a master’s degree from New York University. In 1995, he earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. In addition, he holds Series 7, 63, and 65 securities licenses.
Active in his community, John is a volunteer sailing instructor for The American Small Craft Association and has served as editor of the club’s newsletter. He has served as president and board member of the Alley Pond Striders, a running and walking club in New York. John has completed seven marathons, including Boston and New York. He is also a member of the St. Gregory’s Renaissance Book Club and the U.S. Power Squadrons. John’s wife, Pat, is a retired English teacher and is a published poet and novelist. They have two grown sons and three lovely granddaughters. Spending time together on Long Island’s North Fork is a major source of relaxation and rejuvenation.
About Me
Chris is committed to maintaining the highest level of service and professionalism while offering long-term wealth management and investment planning to families, individuals, and small businesses.
Having partnered with his father at Janney Montgomery Scott since 2020, Chris leverages a wealth of experience in offering clients not just investments, but risk mitigation, cash flow strategies, budgeting and estate planning strategies, and more. He specializes in creating customized wealth management strategies tailored to each client’s individual needs by developing relationships rooted in understanding and professionalism. He has a passion for helping clients pursue their goals by guiding them through intentional decision making.
Chris graduated from St. Francis College in Brooklyn Heights with a B.S. in Management. He attained the Accredited Wealth Management Advisor™ designation, which identifies those individuals who have successfully completed coursework covering the complex needs of high-net-worth individuals, including wealth management and risk mitigation strategies, tax-advantaged investment strategies, estate planning issues, and considerations for business owners.
Active in the community, Chris is a Distinguished Toastmaster and member of several leadership and communication organizations, including Toast of Queens Toastmasters and Advanced Public Speakers.
Chris and his wife, Olga, live in Long Island with their daughter, Arlene. He also enjoys bike riding and other competitive sports, while giving back to his community.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.