Iron Birch Advisors
Iron Birch Advisors is committed to providing personalized, high-quality financial planning and investment management services to our clients. Our mission is to help our clients plan to achieve their financial goals through a thoughtful, elegant, and client-centric approach. We strive to be excellent financial advisors, offering sound advice and outstanding client service. Our team of advisors is dedicated to going above and beyond for our clients, always putting their needs first.

Advisors

Advisor photo for Gregory Manto

Gregory Manto

CRPC, APMA®

Private Wealth Advisor

Managing Director of Iron Birch Advisors
Visit Gregory Manto's website
Advisor photo for Thomas Gonzalez

Thomas Gonzalez

APMA®

Private Wealth Advisor

Managing Partner of Iron Birch Advisors
Visit Thomas Gonzalez's website
Advisor photo for Marley Bernard

Marley Bernard

Financial Advisor

President of Iron Birch Advisors
Visit Marley Bernard's website
Advisor photo for Vincent F Parascandola

Vincent F Parascandola

MBA, CAS©, CFS®, APMA®

Financial Advisor

Managing Partner of Iron Birch Advisors
Visit Vincent F Parascandola's website
Advisor photo for Bruce Maier

Bruce Maier

MBA, ChSNC®

Financial Advisor

Managing Partner of Iron Birch Advisors
Visit Bruce Maier's website
Advisor photo for Robert Kurzweil

Robert Kurzweil

Financial Advisor

Visit Robert Kurzweil's website
Advisor photo for Ralph Fatigate

Ralph Fatigate

CAS©, CFS®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Ralph Fatigate's website
Advisor photo for Joseph Leone

Joseph Leone

Financial Advisor

Vice President of Iron Birch Advisors
Visit Joseph Leone's website
Advisor photo for Jennifer M Hieber

Jennifer M Hieber

Financial Advisor

Visit Jennifer M Hieber's website
Advisor photo for Kyle Henderson

Kyle Henderson

Financial Advisor

Senior Vice President of Iron Birch Advisors
Visit Kyle Henderson's website
Advisor photo for Benjamin Wolgemuth

Benjamin Wolgemuth

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Benjamin Wolgemuth's website
Advisor photo for Ian Franzoni

Ian Franzoni

Financial Advisor

Visit Ian Franzoni's website
Advisor photo for Yi Hao

Yi Hao

CFP®

Financial Advisor

Visit Yi Hao's website
Advisor photo for Jake Berlin

Jake Berlin

APMA®

Financial Advisor

Visit Jake Berlin's website
Advisor photo for Robert Barnett

Robert Barnett

APMA®

Financial Advisor

Visit Robert Barnett's website
Advisor photo for Sean Regan

Sean Regan

Financial Advisor

Visit Sean Regan's website

Larry Jay Schwartz

Financial Advisor

Visit Larry Jay Schwartz's website

Michael Schwartz

CFP®

Financial Advisor

Visit Michael Schwartz's website
Advisor photo for Nicholas Mazzaferro

Nicholas Mazzaferro

Financial Advisor

Senior Vice President of Iron Birch Advisors
Visit Nicholas Mazzaferro's website
Advisor photo for William McConville

William McConville

Financial Advisor

Visit William McConville's website


Team

Deborah Dweck

Practice Manager,

Chief Financial Officer of Iron Birch Advisors
Alexa Liggieri

Alexa Liggieri

Client Relationship Manager,

Executive Assistant

Alexandra Schwartz

Client Concierge

Angel Corniel

Client Service Manager

Angelo DeVito

Data & Reporting Analyst

Christopher Regan

Business Development Director

Cindy Compitello

Event Planner

Gabriella Markgjonaj

Gabriella Markgjonaj

Administrative Assistant

John Marino

Client Relationship Coordinator

Liana Triolo

Liana Triolo

Operations Manager

Serena Martinez

Operations Director

Zef Gjurashaj

Assistant

Linda Laquidara

Executive Assistant

Cole Horos

Client Concierge