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.



Our advisors

Gregory Manto, Private Wealth Advisor serving the New York, NY area - Ameriprise Advisors

Gregory Manto

CRPC, APMA

Private Wealth Advisor

Managing Director of Iron Birch Advisors
Learn more about Gregory Manto Visit Gregory Manto's website
Marley Bernard, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Marley Bernard

Financial Advisor

President of Iron Birch Advisors
Learn more about Marley Bernard Visit Marley Bernard's website
Vincent F Parascandola, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Vincent F Parascandola

MBA, CAS©, CFS®, APMA

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Vincent F Parascandola Visit Vincent F Parascandola's website
Christina McCaughey, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Christina McCaughey

RICP®

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Christina McCaughey Visit Christina McCaughey's website
Bruce Maier, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Bruce Maier

MBA, ChSNC®

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Bruce Maier Visit Bruce Maier's website
Robert Kurzweil, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Robert Kurzweil

Financial Advisor

Learn more about Robert Kurzweil Visit Robert Kurzweil's website
William Romero, Financial Advisor serving the New York, NY area - Ameriprise Advisors

William Romero

Financial Advisor

Senior Vice President of Iron Birch Advisors
Learn more about William Romero Visit William Romero's website
Michael J Quinn, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Michael J Quinn

Financial Advisor

Learn more about Michael J Quinn Visit Michael J Quinn's website

Michael Schwartz

CFP®

Financial Advisor

Learn more about Michael Schwartz Visit Michael Schwartz's website
Kyle Henderson, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Kyle Henderson

Financial Advisor

Learn more about Kyle Henderson Visit Kyle Henderson's website
Peter Kettle, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Peter Kettle

MBA, CFP®, ChFC®, APMA, CLU®

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Peter Kettle Visit Peter Kettle's website
Paul Berkman, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Paul Berkman

Financial Advisor

Senior Vice President of Iron Birch Advisors
Learn more about Paul Berkman Visit Paul Berkman's website
Joseph Leone, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Joseph Leone

Financial Advisor

Vice President of Iron Birch Advisors
Learn more about Joseph Leone Visit Joseph Leone's website
Thomas Gonzalez, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Thomas Gonzalez

APMA

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Thomas Gonzalez Visit Thomas Gonzalez's website
Gabriel Sakellaridis, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Gabriel Sakellaridis

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Gabriel Sakellaridis Visit Gabriel Sakellaridis's website
Anthony J Rocchio III, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Anthony J Rocchio III

CFP®

Financial Advisor

Senior Vice President of Iron Birch Advisors
Learn more about Anthony J Rocchio III Visit Anthony J Rocchio III's website
Ralph Fatigate, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Ralph Fatigate

CAS©, CFS®

Financial Advisor

Certified Annuity Specialist®
Learn more about Ralph Fatigate Visit Ralph Fatigate's website

Our team

Bubly Sethi

Bubly Sethi

Operations Director

Deborah Dweck

Practice Manager,

Chief Financial Officer
Victoria Ryan

Victoria Ryan

Client Relationship Manager

Joyce Kostrinsky

Client Concierge

Elisa Rosenboom

Elisa Rosenboom

Administrative Assistant

Matthew Iantosca

Matthew Iantosca

Client Service Coordinator

Christopher Borras

Christopher Borras

Event Planner

Evan kotler

Business Development Specialist