Page 69 - BCW - 2023 Membership Directory

Merrill Lynch Wealth Management Charles Branch
360 Hamilton Avenue 8th Floor
White Plains, NY 10601
(914) 682-5574 www.local.ml.com/white_plains
Merrill Lynch-Lisa Keating- Gradilone
Lisa Keating-Gradilone
360 Hamilton Avenue
8th Floor
White Plains, NY 10601
(914) 682-6504 https://fa.ml.com/new-york/ white-plains/lisa-gradilone
Northwestern Mutual-Andrew Feigenbaum
Andrew Feigenbaum
34 Cerreta Lane
Scarsdale, NY 10583
(917) 362-9629 www.northwesternmutual.com/ financial/advisor/andrew-feigen- baum
Pell Wealth Partners
Geri E. Pell
800 Westchester Avenue Suite 300
Rye Brook, NY 10573
(914) 253-8800 www.pellwealthpartners.com
Strategies for Wealth
Kelley Biondi
800 Westchester Avenue N409
Rye Brook, NY 10573
(914) 288-8800 www.strategiesforwealth.com
Tortoise Investment Management
Riva Roloff
2 Westchester Park Drive White Plains, NY 10604
(914) 686-0024 www.tortoiseinvestment.com
True Abundance Advisors
Laura Rotter
500 Mamaroneck Avenue
Suite 320
Harrison, NY 10528
(914) 222-0832 www.trueabundanceadvisors.com
Financial Services
Apogee Wealth Advisors
Karen Roth
343 Manville Road
Suite 6U
Pleasantville, NY 10570
(212) 256-1235 www.apogeewealthadvisors.com
Bank of America
Michael Cappelli
360 Hamilton Avenue 2nd Floor
White Plains, NY 10601 (914) 313-5205 www.bankofamerica.com
Barnum Financial Group- Eugene Peysakh
Eugene Peysakh
565 Taxter Road
Suite 625
Elmsford, NY 10523
(914) 372-2855 www.eugenepeysakh.com
Barnum Financial Group- Financial Planning & Business Consulting Division
David Goldwasser
565 Taxter Road
Suite 625
Elmsford, NY 10523
(914) 372-2922 www.gsfbarnum.com
Capital One Bank
Vincent J. Mutarelli
530 North Broadway White Plains, NY 10603 (914) 715-1490 www.capitalone.com
Capital One Commercial Banking
Esther Lainis
155 Hudson Avenue Tenafly, NJ 07670 (914) 474-8666 www.capitalone.com
ConnectOne Bank
Rori Sagal
155 White Plains Road
Suite 222
Tarrytown, NY 10591
(914) 618-4149 www.connectonebank.com
Educational & Governmental Employees Federal Credit Union (E&G EFCU)
Garrett Gizowski
333 North Central Avenue Hartsdale, NY 10530 (914) 946-6200 www.egefcu.com
JPMorgan Chase Bank
Brian Anderson
925 Westchester Avenue 3rd Floor
White Plains, NY 10604 (914) 993-7915 www.chase.com
KeyBank
John Manginelli
1301 Avenue of the Americas 35th Floor
New York, NY 10019
(212) 424-1807 www.keybank.com
Lakeland Bank
Andrenaia Giordano
556 Route 32
Highland Mills, NY 10930 (845) 827-3157 www.lakelandbank.com
M&T Bank
Tyre Robinson
120 White Plains Road Suite 300
Tarrytown, NY 10591 (914) 366-8567 www.mtb.com
Mass Mutual-Amir Asadi
Amir Asadi
120 White Plains Road
Suite 601
White Plains, NY 10591
(914) 366-8386 https://financialprofessionals. massmutual.com/amir-asadi
Mass Mutual-Linda F. Travis
Linda F. Travis 180 Maiden Lane Tarrytown, NY (917) 913-2307
Mass Mutual-Pasquale Palumbo
Pasquale Palumbo
777 Westchester Avenue
Suite 101, Office 146
New York, NY 10604
(914) 263-5014 https://financialprofessionals. massmutual.com/pasquale- palumbo
Mastercard
Patrick Dwyer
2000 Purchase Street Purchase, NY 10577 (914) 249-2000 www.mastercard.com
Mid Hudson Valley Federal Credit Union
Michael Mattone
3 North Broad Street Peekskill, NY 10566
(845) 336-4444
www.mhvfcu.com
Morgan Stanley
Christian A. Templeman
1 Fawcett Place
Greenwich, CT 06830
(203) 625-4882 https://advisor.morganstanley. com/christian.a.templeman
Northwestern Mutual-Andrew Feigenbaum
Andrew Feigenbaum
34 Cerreta Lane
Scarsdale, NY 10583
(917) 362-9629 www.northwesternmutual.com/ financial/advisor/andrew-feigen- baum
Osborn and Osborn Home Care
Jennifer Christensen 101 Theall Road
White Plains, NY 10580 (914) 925-8205 www.theosborn.org
PI Capital Management
Prem Itharat
270 North Avenue
Suite 812
New Rochelle, NY 10801
(646) 820-9477 www.picapitalmanagement.com
PCSB Bank
Michael Schiliro
2651 Strang Boulevard
Suite 100
Yorktown Heights, NY 10598 (914) 248-7272 www.pcsb.com
Pell Wealth Partners
Geri E. Pell
800 Westchester Avenue Suite 300
Rye Brook, NY 10573
(914) 253-8800 www.pellwealthpartners.com
Progress Solutions
Connor Tyson
45 Park Street Pleasantville, NY 10570 (914) 368-3505 www.progressfc.com
Pursuit (formerly New York Business Development Corporation)
Carol O’Connell
118 N Bedford Road
Suite 100
Mount Kisco, NY 10549 (518) 941-4234 www.pursuitlending.com
Rock East Funding
Michael Haberman
7 Skyline Drive
Third Floor
Hawthorne, NY 10532 (914) 215-1908 www.rockeastfunding.com
Signature Bank
Judith A. Stern
1C Quaker Ridge Road New Rochelle, NY 10804 (914) 712-2220 www.signatureny.com
Strategies for Wealth
Kelley Biondi
800 Westchester Avenue N409
Rye Brook, NY 10573
(914) 288-8800 www.strategiesforwealth.com
Sunmark Credit Union
Chris Powers
3563 Mohegan Avenue Mohegan Lake, NY 10547 (518) 730-9318 www.sunmark.org
TD Bank
Stephen Moroney
1133 Westchester Avenue Suite N-324
White Plains, NY 10604 (914) 428-3526 www.tdbank.com
The First Bank of Greenwich
Ryan Sheflott
500 Westchester Avenue Port Chester, NY 10573 (914) 672-9600 www.greenwichfirst.com
The SKG Team at Barnum Financial Group
Chris Kampitsis
565 Taxter Road
Suite 625
Elmsford, NY 10523 (914) 372-2897 www.skgbarnum.com
Tompkins Community Bank
Carol Schmitz
1441 Route 22
Brewster, NY 10509 (845) 519-0487 www.mahopacbank.com
Event Venue – Financial Services
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