Kuttin Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Jonathan Kuttin, Private Wealth Advisor serving the Bohemia, NY area - Ameriprise Advisors

Jonathan Kuttin

CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, APMA®

Private Wealth Advisor

Chief Executive Officer of Kuttin Wealth Management
Visit Jonathan Kuttin's website

Team

Salina Gleeson

Salina Gleeson

Client Service Specialist,

Paraplanner

Qualifications

  • Series 7,63, Life & Health Licensed Advisor
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Christa Lawson

Christa Lawson

Executive Assistant,

Office Manager

Personal Intro

Christa earned her BS in Business Administration from Concordia College. Christa has been with Ameriprise since 2010. After working at IBM, she came to Ameriprise with 21 years of experience in customer service. Christa is the client interface for Evan Branfman’s practice and is responsible for client satisfaction, administrative duties, and licensing requirements. She is married with two children, Samantha, 15, and Max.

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Jacob Dunlap

Jacob Dunlap

Operations Director,

President
John Wellington

John Wellington

Operations Director,

Chief Operating Officer
Philip Wentzel

Philip Wentzel

Operations Manager,

Chief Financial Officer
Chris Klampfer

Chris Klampfer

Business Development Director

Personal Intro

Chris earned his Master's Degree in Accounting and his undergraduate degree in Business Administration from the University of Scranton. He began his career in the hospitality industry and quickly became the managing partner of two restaurants on Long Island. Chris later became one of the founding partners of a private equity real estate fund and in 2013, transitioned to Ameriprise Financial as a financial advisor.

Qualifications

  • MSA
  • AWMA®
  • CRPC®
  • CAS®
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Scott Hlatky

Scott Hlatky

Business Development Manager

Jeffrey Magson

Jeffrey Magson

Business Development Director,

Vice President
Joseph Greco

Joseph Greco

Business Development Manager,

Operations Manager

Personal Intro

Joseph earned his BS in Finance from Coastal Carolina University in 2012. Joseph has been with Ameriprise since 2013 where he acts as one of our firm’s main relationship managers working closely with our CPA and attorney partners to ensure our mutual clients are receiving the best experience possible. Joseph also manages the firm’s virtual events and well as leads the initiative for the firm’s CRM integration.

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Jennifer Rueb

Jennifer Rueb

Receptionist