Meet Our Team

Jordan Grabowski, AIF®

Founder, Managing Partner and Director of Private Wealth

Jordan is a co-founder, Managing Partner and the Director of Private Wealth of Alpha Zero. As the Director of Private Wealth, he works exclusively with Alpha Zero’s highest-level clientele on constructing and implementing their financial planning strategies, while as Managing Partner he coordinates strategic advancement of firm initiatives. 

Jordan has over a decade of dedicated private wealth planning experience, including in-depth knowledge within the professional athlete, entertainment, business ownership, and specialty medical professional marketplaces. Additionally, Jordan previously taught financial education workshops to Fortune 500 executives before transitioning to financial literacy programs that he currently hosts for professional sports organizations. 

Jordan has a Bachelor of Science in the field of Finance from Springfield College and lives in Lake Worth, FL, with his wife, Pam, and their four children Iliana, Niko, Stefano, and Maria. 

Gregory Brodeur, CFP®, ChFC®

Private Wealth Advisor

In his role as a Private Wealth Advisor, Greg has tailored his practice towards working with affluent individuals, families, business owners and professional athletes on the development and implementation of comprehensive financial plans.

His aim is to help clients understand how to coordinate all aspects of their financial life, ranging from portfolio construction, wealth creation, and retirement planning to estate preservation, cash flow management and tax mitigation strategies.

Prior to joining Alpha Zero, Greg specialized in asset transition planning for business owners and retirees, helping clients who had either changed jobs, recently retired, or were selling their business.

Greg is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and has a Bachelor of Science in the field of Finance from the University of Connecticut and currently resides in Wethersfield, CT. In his free time, Greg is an avid golfer.

Mason Schreck

Private Wealth Advisor

As a former professional athlete turned Private Wealth Advisor, Mason brings a unique perspective and passion for helping his clients maximize their financial potential.

Having successfully transitioned from the gridiron to the financial arena, Mason leans on his experiences within the NFL in his work with clients, where he specializes in helping athletes and entrepreneurs understand how to leverage their careers and create long-term financial clarity.

Rooted in family values, Mason approaches wealth advising from a holistic viewpoint, working with his clients to leverage the profound impact that financial stability has on the well-being of loved ones.

Mason graduated from the University at Buffalo with a degree in Communications and holds his Series 65 securities license. Beyond the professional sphere Mason finds strength and support in his family, including his wife Ally and their three children: Bailey, Gunnar and Tatum.

 

Matthew Baum, CFP®, BFA™, CRPC™, APMA™

Private Wealth Advisor

As a Private Wealth Advisor, Matt focuses on incorporating behavioral finance strategies to help his clients maximize success and is a firm believer that understanding the investor psyche is fundamental to building and incorporating a sound financial plan.

He works with clients with a variety of backgrounds but focuses primarily on medical professionals, business executives, and professional athletes.

Prior to joining Alpha Zero, Matt worked at numerous large wealth management firms implementing financial planning and investment strategies for individuals, families, and small business owners.
Matt has been designated as a Certified Financial Planner (CFP®) and Behavioral Financial Advisor (BFA™), and graduated from Central Connecticut State University with honors and has a Bachelor of Science in Finance and Economics.

In his free time, Matt is an avid golfer and outdoorsman and currently resides in Connecticut.

Ryan Cosenza

Director of Operations

As Director of Operations, Ryan orchestrates Alpha Zero’s internal processes and is responsible for collaborating across departments to improve efficiency and break down business silos. Additionally, he is instrumental in fostering firm growth by supporting client relationships and capital formation efforts.

By way of an array of roles across the supply chain, hospitality, and Saas fields, Ryan brings over a decade of adaptive operations experience with an emphasis on client engagement and embracing creative solutions.

Ryan has a Bachelor of Science in Entrepreneurship from the University of Connecticut, graduated with honors from the Institute of Culinary Education’s Hospitality Management program, and is completing a Certificate in Economics of Blockchain and Digital Assets from University of Pennsylvania’s Wharton School of Business.

In his free time, Ryan enjoys cooking, exploring new music, and playing a round of golf with friends.

Anthony Leone, AIF®

Director of Research and Trading

Responsible for macroeconomic research and trading execution, Tony helps frame the outlook for client investment strategies. Having gained experience in both the wirehouse and independent space, his consistent approach to fundamental investing provides the critical data used in the creation of client portfolios.

Tony has an undergraduate degree from the University of New Hampshire, as well as two Master’s degrees from the University of Rhode Island. His studies in science have provided the foundation for understanding how minor adjustments affect the macro environment, which he believes are vital in the application of portfolio management.

When he isn’t at the office, Tony loves playing hockey, spending time with family, and playing golf on the weekends with friends.

Jenna R. Zerella

Director of Client Relations

At the forefront of client engagement, Jenna brings extensive experience in relationship management and the coordination of client services. She is responsible for the development and maintenance of our client service model and brings a smile to the table every day.

When not in the office, Jenna donates her time to volunteering in her community, and is an active member of the Valley United Way Junior Advisory Board. She enjoys spending her free time with family and friends, tending to her garden, staying physically fit, traveling, a good glass of wine and enjoying all that life has to offer.

Dominic Viera

Operations Associate

As an Operations Associate, Dominic plays a pivotal role in facilitating the efficiency and effectiveness of firm operations across multiple areas, and his work is central to streamlining workflows, optimizing operational frameworks, and improving strategic objectives.

With experience as a Research Engineer and having owned and operated a business, Dominic brings a diverse background to the role, blending technical expertise with entrepreneurial insights that allow him to approach operational challenges with a solutions-oriented mindset.

Dominic holds a Bachelor’s Degree in Philosophy from SUNY Cortland, and this foundation supports a strategic and analytical approach to problem-solving.

Outside of work, Dominic is an avid bass player and loves learning new language

Justin Belden

Director of Financial Planning

As Director of Financial Planning Justin’s role is to collaborate with the firm’s financial advisors and their clients to provide an engaging and impactful financial planning process. His goal is to pair sound financial principles with practical, actionable strategies that inspire clients to make meaningful adjustments in their lives and align their behavior and decisions with their long-term objectives.
Justin brings a decade of experience working in the financial planning industry across various roles supporting financial advisors and their clients.
In his free time, Justin enjoys hiking in the summer, snowboarding in the winter, and is an avid Colorado Avalanche, UConn Huskies, and Philadelphia Eagles fan.