Looking forward together

Your partners for life

Our team members have earned the industry’s most respected credentials from the Chartered Financial Analyst Institute, Certified Financial Planning Board, and the American Institute of Certified Public Accountants and have been featured in Barron’s, The Financial Times, Forbes and more.


Meet Our Team

Frank P. Marzano

Managing Principal

Margaret Iamunno

Chief Compliance Officer

Charles Scarallo

Private Wealth Advisor

Brian McAuliffe

Senior Private Wealth Advisor

Frank Balas

Director of Investment Strategy

Eric Bernstein

Director of Alternative Investments

Christopher Castellano

Director of Wealth Strategies

Frank J. Lavrigata

Director of Portfolio Management

Lauren Onsrud

Chief of Staff

Sean Rogers

Director of Finance and Family Office Accounting

Patrick Wren

Private Wealth Advisor

Kerry Bragg

Operations Specialist

Michael Bueti

Portfolio Analyst

Elizabeth Byer

Client Relationship Manager

Olivia Cacciatore

Compliance Associate

Sue Cheema

Manager, Information Systems and Technology

Melanie Conte

Executive Assistant

Ryan Connor

Research Analyst

Melissa D’Anna

Client Service Specialist

Priscilla Franzese

Senior Accountant

Aryanna Gharanfoli

Client Relationship Manager

Thomas Gillette

Portfolio Analyst

Lyndsey Gorham

Senior Client Relationship Manager

Jacqueline Homan

Client Service Associate

Shania Ishridas

Performance Reporting Analyst

Angela Loffredo

Operations Manager

Mariana Lombardi

Client Relationship Manager

Ashley Magnifico

Administrative Assistant

Amanda Nuesi

Family Office Accountant

Danielle M. Paganuzzi

Senior Client Relationship Manager

Sneh Shah

Family Office Accountant

Danielle Siano

Marketing & Communications Manager

Taylor Stathis

Client Relationship Manager

Jake Steinberger

Research Analyst

Rosemary Timoney

Senior Client Relationship Manager

Alyson Woolbright

Client Service Associate

Matthew Yakstis

Family Office Accounting Manager

Mary Zembis

Client Service Manager

“GMAG’s dedicated professionals work with other adept minds in the industry to stay on the leading edge of wealth management. We continue to invest in the growth of our individual employees, creating a team with the essential investment and advisory skills required to adapt to changing market dynamics and the needs of our clients.”


– Frank P. Marzano, Managing Principal