TEAM
current

Brad Jacobson

Senior Portfolio Manager 
& Managing Director
Experience: Since 1993 

Specialty: Business Development,High Net Worth Client Management, Strategic Asset Allocation

Plaques: Syracuse University, B.S. Degree Finance, Minor Economics

Community: Cerebral Palsy of North Jersey; Board Member

Pastime: Wife, Four Children, Golf, Skiing, Guitar

Joseph Sharma, CFA® 

Chief Investment Officer 
& Managing Member
Experience: Since 1992 

Specialty: Chief Investment Officer, Equity Portfolio Manager, Quantitative & Fundamental Equity Analyst

Plaques: Chartered Financial Analyst, Kelly School of Business at Indiana University MBA, Virginia Commonwealth B.S. Degree Economics 

Community: Blessed Sacrament, New York Society of Security Analysts Member

Pastime: Wife, Children, Tennis Coach & Mentor

James Lynch

Senior Portfolio Manager
Experience: Since 1986 

Specialty: Credit Analysis, Fixed Income Portfolio Manager, Strategic Wealth Protection

Plaques: Financial Planner

Community: Morristown Community Theatre; Board Member

Pastime: Wife, Children, Grandchildren, Author, Keynote Speaker, Skiing, Tennis, Theater

Joseph Trucano, CFP ®

Director of Financial Planning
Experience: Since 2010

Specialty:  High Net Worth Client Management, Financial Planning & Strategy, Business Development, Retirement Planning

Plaques: Financial Planner, Rutgers University, B.A. Economics, Minor History

Community:  Board Member of  The Estate Planning Council of Central New Jersey

Pastime: Father, Husband, NY Mets, NY Jets, Golf, American History

Matt Biedron, CFA®

Senior Research Analyst
Experience: Since 2015

Specialty: Business Development, Investment Research, Portfolio Maintenance, Relationship Management, Trade Execution

Plaques: Chartered Financial Analyst, National Social Security Advisor, University of Pittsburgh, B.A. Business & Communication

Community: Pennington School; Chair of Scholarship Golf Classic & Alumni Association Board Member

Pastime: Family, Golf, Skiing, Tennis, Traveling, Yoga

Drew Crawford

Senior Research Analyst
Experience: Since 2019

Specialty: Account Maintenance, Client Service, Investment Research, Portfolio Maintenance, Trade Execution 

Plaques: Virginia Commonwealth University B.S. Degree Finance History

Community: Adult Day Center of Somerset County Volunteer

Pastime: Basketball, Golf, Fishing, Neurology, Family

Laura Flanagan, PHD | JD

General Counsel and CCO
Experience: Since 1996 

Specialty: Compliance, Legal 

Plaques: Marymount Manhattan College, B.A. English, Stony Brook University, PhD English, Albany Law School, Union University, J.D. [Albany Law Review, Editor]

Community: The Chapin School, The 
Gentle Barn

Pastime: Rock-Star Husband, Step-Kids, Writing, Equestrian Sports, Painting, Yoga

Patrick Dolan

Head of Business Development
Experience: Since 1982

Specialty: Business Development, Institutional Equity and Fixed Income Sales

Plaques: B.S., Finance, University of Dayton, Master of International Management, Thunderbird, The American Graduate School of International Management

Community: Director Emeritus, Chesterfield Hockey Association

Pastime: Wife, Children, Grandchild, Golf, Biking

Allison Jaffe

 Compliance Associate
Experience: Since 1993

Specialty: Chief of Compliance, Retail and Institutional Broker-Dealer, Asset and Wealth Management

Plaques: University of Dayton, B.A. Communication Management, former Series 24, 7 and 63, Syndicate Manager,  Stock Loan

Community: Soccer Mom

Pastime: Husband, Son & Daughter, Soccer, Boating, Tennis, Beach
 

Olivia Augustyniak

Client Service Associate
Experience: Since 2019

Specialty: Client Service, Account Maintenance, Onboarding Management, Relationship Management, Cash Management, Organizational Development, Operational Support

Plaques: Radford University Carilion, B.S. in Healthcare Administration

Pastime: Family, Traveling, Camping, Kayaking, Skiing, Beach 

Eric Feigenwinter 

Research Associate
Experience: Since 2023

Specialty: Investment Research, Financial Modeling, Portfolio Maintenance

Plaques: The Pennsylvania State University B.S. Finance, Minor Information Systems Management

Community: Penn State THON

Pastime: Family, Golf, New York Sports, Beach

Makayla Vazquez 

 Wealth Strategy Associate 
Experience: Since 2021

Specialty: Financial Planning, Relationship Management, Client Service, Operational Support 

Plaques: Elon University, B.S. in Finance & Minor in Accounting, Series 7 and 63

Community: Member of The Estate Planning Council of New Jersey

Pastime: Family, Fitness, Cooking, Traveling, Beach, Golf 
 
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