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Team photo for Joseph Grund & Associates
Team photo for Joseph Grund & Associates

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Our advisors

Advisor photo for Joseph Grund

Joseph Grund

CRPC, APMA®

Private Wealth Advisor

Managing Director
Learn more about Joseph Grund Visit Joseph Grund's website
Advisor photo for Ben Silberman

Ben Silberman

CIMA®, CPWA®

Financial Advisor

Managing Director
Learn more about Ben Silberman Visit Ben Silberman's website
Advisor photo for David Holland

David Holland

CFP®, CFA®, JD

Private Wealth Advisor

Managing Director
Learn more about David Holland Visit David Holland's website
Advisor photo for Robert Mayer

Robert Mayer

CFP®

Associate Manager

Associate Vice President
Learn more about Robert Mayer Visit Robert Mayer's website
Advisor photo for William Roughen

William Roughen

CFP®, APMA®

Financial Advisor

Vice President
Learn more about William Roughen Visit William Roughen's website
Advisor photo for Artie Peckskamp

Artie Peckskamp

Registered Practice Associate

Learn more about Artie Peckskamp Visit Artie Peckskamp's website


Our team

Lori Fraraccio

Lori Fraraccio

Lead Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7 Licensed
  • Series 66 Licensed
  • 215 Licensed: Life, Health & Variable Annuity
  • Associates of Arts Degree from PBSC

Roles & Responsibilities

  • Operations / Client Service
  • Trading / unsolicted trades
  • Marketing
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Debra Rowland

Debra Rowland

Client Service Associate

Mando Dibartolomeo

Mando Dibartolomeo

Registered Client Service Associate

Kate Birnbaum

Kate Birnbaum

Registered Client Service Associate

Qualifications

  • Series 7

    Series 66

    CRPC®

Roles & Responsibilities

  • Roles & Responsibilities Operations
  • Client Service Trading and Processing Unsolicted Trades
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