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



Our advisors

Advisor photo for Gregory Manto

Gregory Manto

CRPC, APMA

Private Wealth Advisor

Managing Director of Iron Birch Advisors
Learn more about Gregory Manto Visit Gregory Manto's website
Advisor photo for Marley Bernard

Marley Bernard

Financial Advisor

President of Iron Birch Advisors
Learn more about Marley Bernard Visit Marley Bernard's website
Advisor photo for Vincent F Parascandola

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
Advisor photo for Christina McCaughey

Christina McCaughey

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Christina McCaughey Visit Christina McCaughey's website
Advisor photo for Bruce Maier

Bruce Maier

MBA

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Bruce Maier Visit Bruce Maier's website
Advisor photo for Peter Kettle

Peter Kettle

MBA, CFP®, APMA

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Peter Kettle Visit Peter Kettle's website
Advisor photo for Paul Berkman

Paul Berkman

Financial Advisor

Senior Vice President of Iron Birch Advisors
Learn more about Paul Berkman Visit Paul Berkman's website

Michael Schwartz

CFP®

Financial Advisor

Learn more about Michael Schwartz Visit Michael Schwartz's website
Advisor photo for Thomas Gonzalez

Thomas Gonzalez

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Thomas Gonzalez Visit Thomas Gonzalez's website
Advisor photo for Joseph Leone

Joseph Leone

Financial Advisor

Vice President of Iron Birch Advisors
Learn more about Joseph Leone Visit Joseph Leone's website
Advisor photo for Gabriel Sakellaridis

Gabriel Sakellaridis

APMA

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Gabriel Sakellaridis Visit Gabriel Sakellaridis's website
Advisor photo for Benjamin Wolgemuth

Benjamin Wolgemuth

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Benjamin Wolgemuth Visit Benjamin Wolgemuth's website
Advisor photo for Anthony J Rocchio III

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


Our team

Bubly Sethi

Bubly Sethi

Operations Director

Deborah Dweck

Practice Manager,

Chief Financial Officer of Iron Birch Advisors
Victoria Ryan

Victoria Ryan

Client Relationship Manager

Joyce Kostrinsky

Client Concierge

Christopher Regan

Christopher Regan

Client Concierge

Serena Martinez

Serena Martinez

Executive Assistant

Brenna O'Brien

Brenna O'Brien

Business Development Specialist

Evelyn Wilder

Evelyn Wilder

Client Service Coordinator

Mordechai Moseson

Mordechai Moseson

Client Service Manager