Kuttin Wealth Management

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Team photo for Kuttin Wealth Management

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Advisors

Advisor photo for Jonathan Kuttin

Jonathan Kuttin

CRPC, AAMS, AWMA℠, CMFC, CRPS, APMA

Private Wealth Advisor

Chief Executive Officer of Kuttin Wealth Management
Visit Jonathan Kuttin's website
Advisor photo for Evan Branfman

Evan Branfman

CRPC, AAMS, AWMA℠, CMFC, CRPS, APMA

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Visit Evan Branfman's website
Advisor photo for Aaron David Schenkman

Aaron David Schenkman

APMA

Financial Advisor

Managing Partner of Kuttin Wealth Management
Visit Aaron David Schenkman's website
Advisor photo for Ashley Lang

Ashley Lang

CRPC, APMA

Private Wealth Advisor

Managing Director of Kuttin Wealth Management
Visit Ashley Lang's website
Advisor photo for Robert Whitehead

Robert Whitehead

MBA

Financial Advisor

Managing Director of Kuttin Wealth Management
Visit Robert Whitehead's website
Advisor photo for Eric W Szczurowski

Eric W Szczurowski

CFP®, BFA, APMA, CAS©, CFS®, CEPA®

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Visit Eric W Szczurowski's website
Advisor photo for Todd M Petraco

Todd M Petraco

CFP®

Private Wealth Advisor

Managing Director of Kuttin Wealth Management
Visit Todd M Petraco's website
Advisor photo for Margaret Capehart

Margaret Capehart

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Margaret Capehart's website
Advisor photo for David Dick

David Dick

APMA

Financial Advisor

Managing Partner of Kuttin Wealth Management
Visit David Dick's website
Advisor photo for Robert Campbell

Robert Campbell

CFP®, APMA

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Visit Robert Campbell's website
Advisor photo for Michael Rossetti

Michael Rossetti

APMA

Financial Advisor

Managing Director of Kuttin Wealth Management
Visit Michael Rossetti's website
Advisor photo for Charles Justino

Charles Justino

CFP®

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Visit Charles Justino's website
Advisor photo for Scott Braun

Scott Braun

CFA®, APMA

Private Wealth Advisor

Chartered Financial Analyst®
Visit Scott Braun's website
Advisor photo for Richard Kenna

Richard Kenna

CRPC, APMA

Financial Advisor

Managing Partner of Kuttin Wealth Management
Visit Richard Kenna's website
Advisor photo for Jaan Ruga

Jaan Ruga

APMA

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Visit Jaan Ruga's website
Advisor photo for Robert Francis

Robert Francis

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Visit Robert Francis's website
Advisor photo for John P Rowan

John P Rowan

MBA

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Visit John P Rowan's website
Advisor photo for Daniel Hohenberg

Daniel Hohenberg

CRPC

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Visit Daniel Hohenberg's website
Advisor photo for Bob Davis

Bob Davis

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Visit Bob Davis's website


Team

Jacob Dunlap

Jacob Dunlap

Operations Director,

President of Kuttin Wealth Management
John Wellington

John Wellington

Operations Director,

Chief Operating Officer of Kuttin Wealth Management
Philip Wentzel

Philip Wentzel

Operations Manager,

Chief Financial Officer of Kuttin Wealth Management
Jeffrey Magson

Jeffrey Magson

Business Development Director,

Vice President of Kuttin Wealth Management
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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Joseph Greco

Joseph Greco

Operations Director,

Managing Director of Kuttin Wealth Management

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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Scott Hlatky

Scott Hlatky

Business Development Director,

Vice President of Kuttin Wealth Management
Lisa Caravella

Lisa Caravella

Paraplanner,

Practice Manager

Personal Intro

Lisa earned her BBA from Hofstra University. She has been with Ameriprise since 1997. She is responsible for client satisfaction, paperwork transactions, and overseeing the accuracy of the transactions. Lisa has recently obtained her Series 7 and 63 licenses to further enhance her ability to service our clients. Lisa is also the notary public for our office. She is married with two children, Jack, 8, and Abigail, 4. Lisa

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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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