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Our Team

Thomas G. Ferrara

Thomas G. Ferrara, MBA, CEO

Founder, in Memoriam

Bonnie Cobb

Bonnie Cobb

Vice President of Operations

914-764-8700 x 10

(914) 764-8701

Cindy Perez

Cindy Perez

Vice President, Customer Relations

914-764-8700 x 14

(914) 764-8701

Peter Adams

Peter Adams

Director of Life Operations

Kelley Biondi

Kelley Biondi

Director of Marketing, Strategies for Wealth

Andrew Harman

Andrew Harman

Managing Director

Scott Frost

Scott Frost

Director of Wealth Management

Jeffrey Gambuzza

Jeffrey Gambuzza

Chief Compliance Officer & Agency Control Officer