Team

We are a tight-knit team of like-minded professionals and financial management advisors who work tirelessly every day to better ourselves and our process to best serve our clients.

Our backgrounds and experience are diverse and varied – our team members have been institutional bond traders, worked within equity derivatives, and played professional sports – and our certifications represent the most widely recognized in the industry, including:

  • Master of Business Administration (MBA)
  • Chartered Market Technician® (CMT)
  • Chartered Financial Analyst® (CFA®)
  • Chartered Financial Consultant® (ChFC®)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Lastly, several of our financial advisors have been recognized by Barron’s and Forbes, as detailed within their individual bios.

Stephen M. Ruvituso

Stephen M. Ruvituso

Chairman & CEO

Todd Stankiewicz

Todd Stankiewicz

President, CIO

Joseph P. Castiglie III

Joseph P. Castiglie III

COO, CIO

Julie Ackerman

Julie Ackerman

Managing Partner
Client Engagement

Shawn Teufel

Shawn Teufel

Vice President
Sports & Entertainment

Stacy Sizemore

Stacy Sizemore

Chief Compliance Officer

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