Let's move forward. Together.

A common trait in the growth and maintenance of a successful business is a strong, experienced management team. Key members of that team are the President or CEO and the CFO. Without the guidance and coordination of these individuals, even a company with the best product can fail. We can use the analogy in personal wealth management. Our clients are the CEOs of their household and we are their CFOs. Our focus is to clearly understand our client's vision, risk tolerance and time horizons. Once we are fully aware of these parameters we will execute custom solutions to fulfill short and long term goals. Our approach includes an analysis of your Statement of Financial Position (assets AND liabilities) as well as your Statement of Cash Flows (inflows and outflows). The final product is a financial plan and asset allocation that is monitored and adjusted to meet the dynamic nature of the capital markets and various phases of life.

Dimitrios Michelis

First Vice President–Wealth Management

Financial Advisor

Dimitrios Michelis began his career as a Financial Advisor at Morgan Stanley in 1998 where he was awarded the National Sales Director Award, honoring the top 1% of new advisors leading the firm in new client relationships and assets under management. His main focus is equity portfolio management, hedging and options strategies and alternative investments. He received a B.S. in Finance at Boston University - School of Management and resides in Saddle River, NJ with his wife and four children. In his free time, you can find Dimitrios involved with various charitable and sports related activities.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MN
  • NJ
  • NY
  • PA
  • TX
  • WA

Education

  • Boston University - School of Management, B.S. in Finance
299 Park Avenue
New York, NY 10171

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Garrick P. Montenegro, CFP

First Vice President–Wealth Management

Financial Advisor

Garrick Montenegro began his career as a Financial Advisor at Morgan Stanley in 1998 where he was also awarded the National Sales Director Award. His main focus is tactical asset allocation, financial planning and fixed income portfolio management. He received a B.A. in Economics and Philosophy at New York University's College of Arts and Sciences and resides in New York City with his wife. Out of the office, you can find Garrick training for various charitable races supporting the MS Society, the Wounded Warriors Foundation and Susan G. Komen Race for the Cure.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • VA
  • WA

Education

  • New York University's College of Arts and Sciences, B.A. in Economics and Philosophy

Credentials

  • CERTIFIED FINANCIAL PLANNER™
299 Park Avenue
New York, NY 10171

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Angela DiMercurio

Business Analyst

Registered States:
  • NY
1285 Avenue Of The Americas
New York, NY 10019

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