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.

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Team photo

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Our advisors

Rocco A Carriero

MBA, CRPC, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Rocco A Carriero Visit Rocco A Carriero's website

Christian Greco

Financial Advisor

Senior Practice Manager
Learn more about Christian Greco Visit Christian Greco's website

George Kreuscher

APMA®

Financial Advisor

Associate Vice President of Rocco A. Carriero Wealth Partners
Learn more about George Kreuscher Visit George Kreuscher's website

Meredith Diamond

CFP®

Financial Advisor

Learn more about Meredith Diamond Visit Meredith Diamond's website


Our team

Nicole Chance

Nicole Chance

Operations Director,

Marketing Director

Qualifications

  • BS, Social Work, Abilene Christian University
  • New York Notary Public

Roles & Responsibilities

  • Scheduling Client Meetings & Practice Calendar
  • Marketing & Events
  • Human Resources & Building Management
  • Community Involvement
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Roger Erny

Roger Erny

Operations Director,

Chief Operating Officer of Rocco A. Carriero Wealth Partners
Autumn Chirlin

Autumn Chirlin

Client Service Director

Qualifications

  • Master of Science in Financial Services, The American College of Financial Services

  • Master of Business Administration, Finance, Hofstra University

  • Bachelor of Arts, Sociology, Stony Brook University

  • Charter Advisor in Philanthropy®, The American College of Financial Services

  • Certificatee in Not-for-Profit Management, Hofstra University

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Tristan Amone

Tristan Amone

Financial Planning Director

Qualifications

  • BS, Finance/Business Analytics, Fairfield University

  • MBA, Finance, Fairfield University

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Melissa Barreto

Melissa Barreto

Client Service Specialist

Qualifications

  • BS, Business Management/Finance, Stony Brook University

  • MBA, Finance, Stony Brook University

  • New York Notary Public

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Taylor Roman

Taylor Roman

Financial Planning Assistant

Qualifications

  • Bachelor of Arts in Economics, Queens College-Flushing, NYBachelor of Science in Environmental Science, Queens College-Flushing, NY

  • New York Notary Public

Roles & Responsibilities

  • Assists advisors and team members in daily administrative operations and meeting preparation.
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Ana Stuckart

Ana Stuckart

Business Development Specialist,

Operations Manager

Qualifications

  • BA, Spanish and French Language & Literatures, Binghamton University

  • AS, Business Administration and Accounting, SUNY Westchester Community College

  • New York Notary Public

Roles & Responsibilities

  • Client Service Requests
  • Client Onboarding and Business Processing
  • Advisor and Practice Acquistion Support
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Connor Rosado

Connor Rosado

Paraplanner

Qualifications

  • BS, Business Administration/Finance, West Virginia University

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