Peter Tiboris’s Team

Our focus is to continue adding intellectual capital to the organization over the coming years. The current team has diverse educational and professional backgrounds. Most have advanced degrees, and all are working towards professional designations in an effort to better understand and serve clients. All team members have contributed to a long-term vision that will take us many years ahead!

Advisors

Peter Tiboris   CFP®, ChFC®, CAP®, MSFS, MBA

Partner

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Office 646-366-6594

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Richard A. Goldman   CFP®, CLU®, ChFC®, MSFS

Principal

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Mobile 917-617-5242

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David J. Hachey   CLU®, ChFC®, CLTC®

Principal

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Office 646-366-6593

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Michael F. Scordo   CFP®

Associate Wealth Management Advisor

Office 646-366-6675

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Staff

Breandan Gallagher   

Chief Operating Officer

Office 646-366-6648

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Christopher Bremer   

Director of Portfolio Research and Advisory

Office 414-345-0068

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Randon Lester   M.S., CPA, CFP®

Office 646-366-6743

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Anthony R. Bruno   

Director of Investment Operations

Office 646-366-6634

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Jessica J. Willis   

Director of Operations and Client Service

Office 646-366-6678

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Daniel Keefe   

Investment Associate

Office 646-366-6659

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Christina Ryan   

Director of Operations and Client Service

Office 732-378-5495

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Melissa L. Garcia   

Office 646-366-6597

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