Our advisors

Richard B Bernstein

Richard B Bernstein

CRPC®, CLTC®

Private Wealth Advisor

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

Scott M Miller

CFP®, CLU®

Private Wealth Advisor

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

Darren Forzese

Financial Advisor

Learn more about Darren Forzese Visit Darren Forzese's website
Charles Zitner

Charles Zitner

Financial Advisor

Learn more about Charles Zitner Visit Charles Zitner's website
Leonard Krenek

Leonard Krenek

Financial Advisor

Insurance Specialist
Learn more about Leonard Krenek Visit Leonard Krenek's website
Jeffrey Feldman

Jeffrey Feldman

Financial Advisor

Learn more about Jeffrey Feldman Visit Jeffrey Feldman's website
Brad Resnick

Brad Resnick

Financial Advisor

Learn more about Brad Resnick Visit Brad Resnick's website
Florin Bucutea

Florin Bucutea

Financial Advisor

Learn more about Florin Bucutea Visit Florin Bucutea's website
Fran Rubinstein

Fran Rubinstein

Financial Advisor

Senior Vice President of Camelot Wealth Management Partners
Learn more about Fran Rubinstein Visit Fran Rubinstein's website
Jordan Bernstein

Jordan Bernstein

Financial Advisor

Investment Specialist
Learn more about Jordan Bernstein Visit Jordan Bernstein's website
Louie Cavallo

Louie Cavallo

Financial Advisor

Learn more about Louie Cavallo Visit Louie Cavallo's website
Robert Hunt

Robert Hunt

CMFC®

Financial Advisor

Learn more about Robert Hunt Visit Robert Hunt's website

Our team

Nadine Coey

Nadine Coey

Office Manager,

Operations Specialist

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.
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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.
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Kitti Kovacs

Kitti Kovacs

Client Service Coordinator,

Marketing Specialist

Roles & Responsibilities

  • Responsible for coordinating ongoing client contact including scheduling meetings and planning events. Support with marketing and events.
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Robert Love

Robert Love

Investment Specialist

Daniel Gage

Daniel Gage

Client Service Associate

Andrew Milton

Andrew Milton

Client Service Associate