Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Richard B Bernstein

Richard B Bernstein

CRPC, CLTC®, APMA

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Learn more about Richard B Bernstein Visit Richard B Bernstein's website
Advisor photo for Scott M Miller

Scott M Miller

CFP®, CLU®, APMA, AAMS

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Learn more about Scott M Miller Visit Scott M Miller's website
Advisor photo for Darren Forzese

Darren Forzese

APMA

Financial Advisor

Learn more about Darren Forzese Visit Darren Forzese's website
Advisor photo for Leonard Krenek

Leonard Krenek

Financial Advisor

Insurance Specialist
Learn more about Leonard Krenek Visit Leonard Krenek's website
Advisor photo for Bob Love

Bob Love

CLU®, RFC®

Financial Advisor

Learn more about Bob Love Visit Bob Love's website
Advisor photo for Brandon Steig

Brandon Steig

APMA

Financial Advisor

Learn more about Brandon Steig Visit Brandon Steig's website
Advisor photo for Jay Horowitz

Jay Horowitz

CFP®, CRPC

Financial Advisor

Senior Vice President of Camelot Wealth Management Partners
Learn more about Jay Horowitz Visit Jay Horowitz's website
Advisor photo for Jeffrey Greenwald

Jeffrey Greenwald

APMA

Financial Advisor

Managing Director of Camelot Wealth Management Partners
Learn more about Jeffrey Greenwald Visit Jeffrey Greenwald's website
Advisor photo for Jordan Bernstein

Jordan Bernstein

CFP®, APMA

Financial Advisor

Investment Specialist
Learn more about Jordan Bernstein Visit Jordan Bernstein's website
Advisor photo for Louis Cavallo

Louis Cavallo

APMA

Financial Advisor

Learn more about Louis Cavallo Visit Louis Cavallo's website


Our team

Erin Byington

Erin Byington

Operations Director

Personal Intro

With our team since 2018. She enjoys the beach, photography, music, and spending time with her family.

Qualifications

  • Bachelors Degree - Boston College

Roles & Responsibilities

  • Ensure timely advisor-client service meetings and operate time management systems. Responsible for planning all networking, appreciation, and community outreach events.
View more
Nadine Coey

Nadine Coey

Office Manager,

Operations Manager

Personal Intro

With our Team since 2004. Nadine enjoys going to the gym, big family dinners and her three dogs Spike, Jake and Oliver. Her dream is to one day volunteer at an Animal Shelter and to travel around the United States.

Roles & Responsibilities

  • Manages office and practice operations. Responsible for HR solutions, accounting, payroll and employee benefits and compliance requirements for all advisor licensing and certifications.
View more
Lee Masucci

Lee Masucci

Administrative Assistant

Colby Bayer

Colby Bayer

Client Service Manager,

Marketing Specialist

Qualifications

  • Bachelors: Magna Cum Laude in Communications and Sociology
View more
Zachary Coey

Zachary Coey

Business Development Specialist,

Marketing Specialist
Anthony Rioles

Anthony Rioles

Financial Planning Specialist

Cameron Miller

Cameron Miller

Financial Planning Assistant,

Intern