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

Senior Vice President, Melville Office Lead

Charles Scarallo

Private Wealth Advisor

Brian Sean McAuliffe

Managing Director, Financial Advisor

Frank Balas

Director of Investment Strategy

Eric Bernstein

Director of Alternative Investments

Christopher Castellano

Managing Director

Frank J. Lavrigata

Managing Director

Patrick Wren

Private Wealth Advisor

Matthew Yakstis

Director of Finance

Josh Goldsmith

Director of Family Office Accounting

Kerry Bragg

Operations Supervisor

Michael Bueti

Client Relationship Manager

Elizabeth Sforza

Client Relationship Manager

Olivia Cacciatore

Compliance Analyst

Melanie Conte

Senior Executive Assistant

Andrew Frattaroli

Client Relationship Manager

Juliana Gadaleta

Wealth Strategist

Lyndsey Gorham

Senior Client Relationship Manager

Shania Ishridas

Performance Reporting Analyst

John-David Kirby

Family Office Accountant

Carolina Llano

Senior Client Relationship Manager

Angela Loffredo

Operations Manager

Mariana Lombardi

Client Relationship Manager

Ryan McKinney

HR Associate

Katarina Obermaier

Wealth Management Specialist

Danielle M. Paganuzzi

Senior Client Relationship Manager

Natalie Sequeira

Salesforce Administrator

Sneh Shah

Senior Family Office Accountant

Danielle Siano

Marketing & Communications Manager

Taylor Stathis

Senior Client Relationship Manager

Rosemary Timoney

Senior Client Relationship Manager

Alice Vecchione

Family Office Accounting Manager

Spencer Weiss

Portfolio Analyst

Jared Wolfe

Wealth Management Specialist

Alyson Woolbright

Wealth Management Specialist

“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