Chris joined our team as the Director of Portfolio Research and Advisory. Previously, he spent 9 years as the Director of Private Client Services at the Northwestern Mutual home office located in Milwaukee, WI. During his tenure, Chris’ team supported the significant growth of the Private Client Service (PCS) program in assets under management (AUM). Chris served as team leader for a portfolio management and client service team responsible for day-to-day investment operations. He also traveled extensively meeting with advisors and their clients to present PCS investment solutions.

Chris has now spent much of his career in portfolio management. During this time, Chris has developed and led teams in portfolio construction, strategic asset allocation, and the ability to create a portfolio based on client’s specific investment objectives.

Prior to Northwestern Mutual, Chris worked for 8 years at Atlantic Trust, a wealth management firm, and worked for a Member of Congress on Capitol Hill, focusing on Finance and International Relations legislative agendas. Chris has a degree from Denison University and a Master’s degree from Boston University. In his free time, Chris coaches Lacrosse, shuffles his four children around to various activities, and when he can, enjoys a good history book.

Chris has his FINRA Series 7, 63 and SIE registrations.

Andrew Manganelli is the Director of Financial Planning for Park Avenue Capital. He oversees the firm’s planning philosophy, capabilities and strategic thinking. His primary areas of interest are in income tax planning, estate and trusts as well as retirement distribution management. Andrew has worked in the Wealth Management field since 2014 and holds his MS, CFP and RICP designations as well as Series 7 and 63. Andrew is a graduate of Boston University with a Double Major in History and Political Science and completed Graduate School at the London School of Economics and Political Science.

Andrew lives with his wife, Batma, in Westchester County, New York. He enjoys playing tennis, skiing, travelling for adventure, and theatre.

Fred joined our team as an Lead Research Analyst where his responsibilities include working alongside Chris Bremer with research, portfolio construction, security selection and monitoring, and will sit on our Investment Committee.

Prior to Northwestern mutual, Fred worked for five years at New York Life as an investment consultant and was responsible for providing customized wealth management solutions to advisors and high net worth clients. Fred is a graduate of Bates College where he earned a BA in Economics and was a two time All-American lacrosse player.

He currently lives in Manhattan and outside of work enjoys staying active through hiking, skiing and trying to extend his lacrosse career.

Randon is charged with working with clients within the financial planning continuum – cash flow planning, retirement optimization strategies, business owner succession solutions, estate planning, and advanced life insurance strategies. Randon is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional and holds his Life, Accident and Health Insurance license.

He earned a Bachelor’s Degree in Finance and a Master’s Degree in Accountancy, both from the Zicklin School of Business at Baruch College in New York City.

Immediately prior to joining our team, Randon was a Director at Orion Advisor Solutions. Randon has also worked at two of the largest global public accounting firms in their financial services and high net worth tax practices, and was an advisor and portfolio manager at a New York City based registered investment advisor with over $4 billion under management.

Randon lives in Jersey City, New Jersey with his wife, Ilene and their daughter, Daniela.

Outside of work, Randon enjoys spending time “down the shore”, reading, cooking, and rooting for the Yankees, Knicks, and Jets.