Meet Our Team

Eric Mechler, CFP®, ChFC®, AIF®, BFA™, RICP®

Eric Mechler, CFP®, ChFC®, AIF®, BFA™, RICP®

Founder, Managing Partner and Chief Investment Officer

Jordan Grabowski, AIF®

Jordan Grabowski, AIF®

Founder, Managing Partner and Director of Private Wealth

Gregory Brodeur, CFP®, ChFC®, AIF®, BFA™

Gregory Brodeur, CFP®, ChFC®, AIF®, BFA™

Private Wealth Advisor

Mason Schreck

Mason Schreck

Head of Sports Development, Private Wealth Advisor

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

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

Private Wealth Advisor

Ryan Cosenza

Ryan Cosenza

Director of Operations

Anthony Leone, AIF®

Anthony Leone, AIF®

Director of Research and Trading

Justin Belden

Justin Belden

Director of Financial Planning

Jenna R. Zerella

Jenna R. Zerella

Director of Client Relations

Dominic Viera

Dominic Viera

Operations Associate

Samantha Russell

Samantha Russell

Marketing & AI Media Specialist