Vanessa joined the firm in 2000, bringing a broad financial background with an investment banking firm, a portfolio management firm and a large brokerage firm. Vanessa is licensed as a Registered Investment Advisor Agent and a Life, Health and Variable Products Insurance Agent. Vanessa primarily manages investment portfolios for individuals and small businesses, as well as advising clients on insurance matters.
Scott joined the firm in 2005. He has over twenty years of financial advisory experience working with executives in public companies and with entrepreneurs. Scott focuses on investment management, concentrated stock position risk management, alternative asset class investments, estate planning and insurance analysis. Scott previously managed clients’ assets at Morgan Stanley, at Mass Mutual and Northwestern Mutual and worked in brand management at General Foods Corp. His licenses include Registered Investment Advisor Agent and Life, Health, Disability and Long Term Care Insurance Agent. Scott holds a BA in Political Science and French from Middlebury College.
Jeff joined the firm in 2009. He is licensed as a Registered Investment Advisor Agent and a Life, Accident & Health and Variable Products Insurance Agent. Jeff advocates a comprehensive approach to his clients’ wealth management efforts, focusing on investment portfolio management, tax efficiency, risk management and estate planning. Jeff holds a BA from St. Lawrence University and an MBA from Columbia Business School. Jeff and his family live and actively participate in many facets of the Westport community.
Jack joined the firm in 1991 and became a Senior Vice President in 2001. Jack is a Registered Investment Advisor Agent and a Life, Health and Disability Insurance Agent.
Ann is a Certified Public Accountant, Certified Financial PlannerTM certificant, Personal Financial Specialist, Accredited Estate Planner and Certified Divorce Specialist. In addition, she is a Life, Health and Disability Insurance Agent and a Registered Investment Advisor Agent. Ann joined the firm in 2007. She has over twenty-eight years of public accounting experience as well as financial planning experience as a partner of the accounting firm, Schwartz & Hofflich LLP, CPA. She holds a BS Cum Laude from Sacred Heart University and a diploma in financial planning from the College of Financial Planning.
Deborah joined the firm in 2007. Deborah earned a BS in Education and Psychology from the University of Illinois and a MS in Education Administration and a Law Degree from the University of Bridgeport. She was a partner in the Law Firm of DePanfilis and Vallerie, LLC for more than twenty years. Deborah is an Attorney, a Certified Mediator, a Registered Investment Advisor Agent and a Life, Health and Disability Insurance Agent.
Hrefna joined the firm in 2011, from Novos Planning Associates, Inc. in New York City, where she spent seven years as an Investment Associate advising and planning for high net worth individuals including research, analysis, and construction of investment portfolios. Prior to Novos, Hrefna worked as a Financial Analyst in the textile industry and as a Research Manager in the food science industry. She holds a BS from the University of Iceland, an MBA from Pace University and is licensed as a Registered Investment Advisor Agent.