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Staff
I take customer service very seriously. So does my team. Together, we are committed to providing exceptional customer service to all of our clients. If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Stephen A Kuhn
Financial Plan Analyst
Stephen Kuhn has been a portfolio strategist for Bleakley, Schwartz, Cooney & Finney since October of 2002. Prior to joining the firm, he spent three years working with AllianceBernstein Research and Management as a liaison between investment advisors and portfolio managers. He has also worked as a financial advisor with Northwestern Mutual Financial Network. Steve holds a B.S. in Economics and a B.S. in Finance from West Chester University, and NASD licenses Series 7 & 63.
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Joseph P Geslao
Financial Plan Analyst
Joseph P. Geslao, CLU, ChFC has been an estate, retirement and education specialist for Bleakley, Schwartz, Cooney & Finney since March of 2000. Prior to joining the firm he spent 4 years with Prudential Insurance Company as a consultant working with top-producing agents in case development. Prior to that, he spent time with New York Life and Prudential as a planner and mentor working with the field force in developing financial plans for clients. Joe holds a B.A. in Accounting from Widener University, an M.B.A in Finance from Fairleigh Dickinson University, NASD licenses Series 7 & 66, and Life, Accident, & Health Producer license.
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Christopher Bukowczyk
Financial Plan Analyst
Christopher Bukowczyk joined Bleakley, Schwartz, Cooney & Finney in the March of 2003. Prior to joining the firm, he worked strengthening client relationships and accumulating assets under management as a financial advisor for Morgan Stanley. His past experience also includes investment research, analysis, and tactical asset allocation at Bloomberg L.P. Christopher holds a B.S. in Finance from Montclair State University, NASD licenses Series 7, 66, & 31, and Life & Health Producer license.
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Brett A Parisi
Financial Plan Analyst
Brett A. Parisi joined Bleakley, Schwartz, Cooney & Finney in May of 2006. A graduate of Susquehanna University, he worked as a junior financial analyst for Northwestern Mutual analyzing and managing assets. Brett holds a B.S.in Finance and NASD license Series 7.
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Kevoi Walters
Financial Plan Analyst
Kevoi L. Walters joined Bleakley, Schwartz, Cooney & Finney in June 2009. As an undergraduate at Caldwell College, he spent a year interning as a junior financial analyst for Northwestern Mutual analyzing assets and implementing Investment Policy Statements. Kevoi holds a B.A. in Mathematics from Caldwell College with a minor concentration in Economics, and NASD licenses Series 7 & 63.
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Luis Sartorio
Financial Plan Analyst
Luis Sartorio joined Bleakley, Schwartz, Cooney & Finney in May 2010. A graduate of Caldwell College, he interned as a junior financial analyst and assets manager for Northwestern Mutual. Luis holds a B.S. in Financial Economics and an M.B.A, also from Caldwell College.
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Paul T Magistro
Director of Operations
paul.magistro@nmfn.com
(973) 244-4217
Paul has a law degree and a master’s degree in business administration and has 15 years of securities experience. Paul runs office operations, as well as functioning as the team point man. In addition to supervising the day to day, Paul maintains close contact with clients and prospects to ensure their needs are fully met.
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Dan Thorn
Investment Operations Manager
dan.thorn@nmfn.com
(973) 244-4251
Danny handles all of the investment related administrative services. He is responsible for processing the transactions for Andy’s clients' investment accounts, retirement and pension accounts; as well college education savings plans. In addition, Danny works closely with Andy to implement and input asset allocation recommendations for client proposals.
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Kimberly Parrillo
Director of Insurance Services
kimberly.parrillo@nmfn.com
(973) 244-4231
A fully licensed associate, Kim is responsible for the overall administration of Andy’s insurance practice. This includes coordinating all insurance applications, underwriting requirements for all Life, Disability, and Long Term Care Insurance contracts as well as on going maitence and service.
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Jesse Giunta
jesse.giunta@nmfn.com
973-575-4180 x.203
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