Meyer Team How We Work

How We Work

"Our team is the heart and soul of our firm and includes a diverse group of staff members with varied backgrounds to provide one of the best levels of service to each of our clients. Each member of our investment/portfolio management team is highly experienced in investment management and trained to deliver the appropriate financial solutions. Our client relationship/operations staff is often there to provide you with the information and assistance you need. Our staff strives to have a personal relationship with our clients.”
Thomas Meyer

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Thomas C. Meyer, AIF<sup>®</sup>
Chief Executive Officer
Nina Zuccarelli
Chief Operating Officer
Michael Howley, CFP<sup>®</sup>
Danielle Margulis, CFP<sup>®</sup>
Lead Financial Planner
Thomas P. Meyer, AIF<sup>®</sup>
Portfolio Manager
Marianne Rullo, MBA, AIF<sup>®</sup>
Portfolio Manager
Kenneth W. Bradshaw Jr., CFP<sup>®</sup>, CIMA<sup>®</sup>
Marc Meyer
Portfolio Manager
Chris Paleologus, CFA, CFP<sup>®</sup>
Portfolio Manager
Joel M. Davis, CFP<sup>®</sup>, MSFP
Portfolio Manager
Christian DeLorenzo
Financial Planning Analyst
Maria Alexander
Manager - Data Administration
Suzanne Petrina
Client Relationship Specialist
Linda MacGregor
Client Relationship Specialist
Stephanie Rapacchia
Shirley Erana
Client Relationship Specialist
Stacy Covelli
Client Relationship Specialist

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