CEO & Managing Director

Robert Conzo, CFP®

Robert is Chief Executive Officer & Managing Director at The Wealth Alliance.

Robert is a Certified Financial Planner^® and former CPA with over 25 years of experience across a variety of disciplines. He takes both an accounting and investment perspective to help clients develop a holistic financial plan to facilitate their Retirement, Cash Flow, Insurance, College Funding, Elder Care and Estate Planning strategies. Robert has extensive experience addressing Corporate needs ranging from; developing Corporate Retirement Plans, Non-Qualified Deferred Comp Plans, Debt Restructuring, Buy-Sell Agreements and other various planning concerns.

Prior to leading The Wealth Alliance, Robert spent over 11 years at Morgan Stanley where he earned the title of Executive Director. Robert was ranked as one of the region’s top producers in his peer group, allowing him to be recognized for multiple awards within and outside the firm. Previously, he worked at UBS for eight (8) years. Robert began his career at KPMG Peat Marwick and moved to BDO Seidman LLC, where he rose to the manager of the Financial Services Group focusing on brokerdealers and hedge funds. Due to his exceptional service and knowledge, Robert was hired by one of his clients as the Controller of a hedge fund, which managed approximately a half of a billion dollars in assets.

Robert holds a Bachelor’s Degree of Business Administration in Accounting and an Associate of Science Degree in Electrical Engineering. He currently resides in Islip, NY, with his wife and daughter.

rconzo@thewealthalliance.com

President & Managing Director

Eric Diton, CIMA®

Eric is President & Managing Director of The Wealth Alliance.

Eric brings nearly 40 years of experience as a financial advisor. Prior to leading The Wealth Alliance, Eric spent over 10 years at Morgan Stanley, where he was the founder and principal of The Diton Group and earned the title of Managing Director. Eric was also a member of the elite Chairman’s Club at Morgan Stanley Wealth Management in all ten years. Before that, Eric spent 14 years at UBS where he was a Senior Vice President-Investments, and taught retirement planning classes for over a decade.

Eric graduated from the Wharton School of Business with a dual major in Finance and Decision Sciences. He later graduated from Columbia University’s Executive MBA Program, where he was inducted into Beta Gamma Sigma, the business school honor society. In 2004, Eric returned to the Wharton School, where he completed the Certified Investment Management Analyst® (CIMA®) Program. Giving back to the community is one of Eric’s strongest beliefs. He was a founding member of two not-for-profit organizations: the Long Island Association for Financial Education (LIAFE) and the National Association of Financial Advisors (NFA). He has served on fund-raising committees for the Boy Scouts of America, United Jewish Appeal (UJA), and Temple Beth Torah. Eric has organized teams to walk in the Making Strides Against Breast Cancer events to raise funds for the American Cancer Society. He plays a vital role in a unique charity called Songs of Love, where he is both a songwriter and fundraiser to help uplift children who are facing life-threatening Diseases.

Eric resides in both Boca Raton, Florida, and Commack, NY, with Lori, his loving wife for over 36 years. They have two children. He enjoys tennis, pickleball, golf, playing keyboards and singing in a band.

editon@thewealthalliance.com

Chief Financial Officer

William Franey, CPA

William is Chief Financial Officer at The Wealth Alliance.

William has been in the financial services industry for over 25 years with specific experience in the broker-dealer, exchange and lending businesses. He has a diverse background in financial statement and regulatory reporting, operational and control processes, commercial technology platforms and financial trading products. He has broad experience, working for small to very large organizations.

William was formerly a Controller at Newtek Business Services, a provider of business and financial solutions. Prior to Newtek, he was the Chief Financial Officer at AmeriMerchant Holdings, a provider of Merchant Cash Advances and Business Loans to small and midsize companies. Prior to AmeriMercant, he served as the Vice President of Finance at the NYSE Euronext (New York Stock Exchange), a global operator of financial market and trading solutions. Previously, he was the Corporate Controller at NYFIX and Controller at Tullett Prebon, with an emphasis on overseeing their broker-dealer operations. He started his financial services career as an auditor for KPMG Peat Marwick LLP, where he worked in the Financial Services Group, focusing on auditing broker-dealers and mutual funds.

William is a graduate of Long Island University – C.W. Post and holds a Bachelor of Science in Accounting. He is a Certified Public Accountant and member of the AICPA. He currently resides in Hicksville, NY and has two daughters.

wfraney@thewealthalliance.com

Chief Compliance Officer

Karin Tirrell

Karin Tirrell is Chief Compliance Officer of The Wealth Alliance, LLC, where she oversees all firmwide compliance matters and serves on the Executive Team and Investment Committee.

Karin brings nearly 30 years of experience in compliance, risk, and legal leadership across the financial services industry, with expertise in securities regulation, corporate matters and transactions, and litigation in both domestic and foreign jurisdictions. Prior to joining The Wealth Alliance, she held executive and senior roles at Swiss Re, PIMCO, Morgan Stanley/Van Kampen Funds, I Squared Capital Advisors, LLC, Dimensional Fund Advisors, and Tudor, Pickering, and Holt, LLC. Her experience spans investment management, asset management, investment banking, sales and trading, private equity, real estate, insurance and reinsurance, with regulatory coverage of broker‑dealers, SEC‑registered investment advisers, alternative investments, and both private and public funds.

Earlier in her career, Karin served on the appellate team at Morgan, Lewis & Bockius LLP, working on matters before the United States Supreme Court.

Karin is based in New York.

ktirrell@thewealthalliance.com

Vice President & Executive Director

Seth Cohan, AIF, CLTC

Seth Cohan is Vice President & Executive Director of The Wealth Alliance.

Seth has a true passion for people. He loves working alongside his clients in planning and achieving long-term and short-term financial goals and aspirations. He is a consummate student of personal investing and takes great pride in sharing his endless interest in the markets as an important part of addressing his clients’ needs.

More than anything, Seth believes communication is paramount. He listens to his clients’ concerns above everything else. And with over 35 years of experience in providing independent financial and investment plans, he brings both an academic and real-world approach to every conversation. What’s more, Seth believes a fast-changing world demands financial planning be reviewed and revised time and again to keep pace, stay current, and continue to deliver investor’s goals.

His philosophies seem to be working. He is the founder of two successful financial advisory firms and today his clientele continues to include individuals and small businesses, as well as many high-net worth investors. Yet regardless of the size of their holdings, Seth believes their financial goals are of equal concern and require the same sense of importance and personal attention.

A graduate of The George Washington University with a degree focused on business, Seth is an Accredited Investment Fiduciary (AIF) and is certified to provide extended care planning (CLTC). He also holds several securities and insurance licenses.

Seth lives in Long Island, New York, and the Berkshires (Massachusetts) with his wife, Lori, of over 40 years. They have three daughters and enjoy spending as much time with their family as possible.

Vice President and Senior Financial Advisor

Paul Camhi, CFP®, CIMA®, CEPA®

Paul is Vice President and Senior Financial Advisor at The Wealth Alliance.

Paul brings over 20 years of experience in financial services. He is intimately involved in all aspects of The Wealth Alliance, and brings a diverse skill set to the firm. Paul focuses on meeting the wealth management needs for the firm’s high net worth clientele, as well as delivering exceptional client service.

Paul was formerly Assistant Vice President with The Diton Group at Morgan Stanley. He is a Certified Financial Planner®, a Certified Investment Management Analyst®, and a Certified Exit Planning Advisor®.

Paul has a Bachelor of Arts in Economics from Middlebury College where he was a member of the Division III football team. He is a sports enthusiast, an avid golfer and skier, and has completed multiple half marathons in addition to a mini-triathlon. He also serves as a Board Member for the Jericho Athletic Association, as well as a coach for various youth sports teams.

Paul has been married to his wife, Alissa, since 2007. They currently reside in Jericho, NY with their children.

pcamhi@thewealthalliance.com

Senior Financial Advisor

Peter Silber, CFP®

Peter is a Senior Financial Advisor at The Wealth Alliance.

Peter’s focus is on serving the financial needs of high net worth individual clients, as well as providing 401(k), Profit Sharing, and Pension Plan solutions to both individual and corporate clients. He has been in the financial services industry since 1981. The first twenty years of his career were spent as a Qualified Retirement Plan Consultant for several major employee benefits consulting firms. In this position, he advised plan participants and corporate plan sponsors regarding all retirement plan functions.

Peter joined UBS as a Financial Advisor in 2004 and then moved to Morgan Stanley with The Diton Group in 2009. He earned his Bachelor of Science in Finance from SUNY Albany and obtained the Certified Financial Planner^® designation in 2008.

Peter has been married to his wife Gail, since 1988, and currently resides in Holbrook, NY. They have four children.

psilber@thewealthalliance.com

Financial Advisor

Adam Diton, CFP®

Adam is a Financial Advisor at The Wealth Alliance.

Adam is a strong believer in holistic financial planning and is passionate about helping clients accomplish their financial goals. He joined the firm in 2022, where he earned his designation as a CERTIFIED FINANCIAL PLANNER^®.

Prior to joining The Wealth Alliance, Adam held a number of positions at New York Life Investments and MainStay Funds. Most recently, as a Senior Internal Advisor Consultant, he oversaw the distribution of a wide variety of investments, including mutual funds, closed-end funds, ETF’s, separately managed accounts, and private placements. Prior to his time at New York Life Investments, Adam worked at Morgan Stanley as a Client Service Associate, where he earned his securities licenses, analyzed investments and assisted in a variety of administrative tasks.

Adam graduated from the Kogod School of Business at American University in 2016. Adam and his wife, Alli, reside in Plainview, NY. He enjoys traveling, hiking, and is a self-proclaimed foodie, often exploring new restaurants.

aditon@thewealthalliance.com

Financial Advisor Associate & Financial Planner

Shawn Klotsche, CFP®, MBA

Shawn is a Financial Advisor Associate & Financial Planner at The Wealth Alliance.

Shawn specializes in Cash Flow Planning, Portfolio Management, Insurance, and Investment Analysis at The Wealth Alliance. Prior to joining the firm, Shawn was a member of one of the most successful financial planning teams at UBS for 5 years. He was an integral part of this team, assisting high net worth clients with the implementation and maintenance of their financial plans. In addition, Shawn was responsible for creating and maintaining the allocation of the team’s model portfolios. His commitment to client service is exemplary, and as such, his contribution to The Wealth Alliance is extremely valuable.

Shawn earned a Bachelor of Science in Accounting, as well as an MBA in Finance, from Molloy College. While maintaining his academic excellence, Shawn held a full-time job, and excelled as the captain of the school baseball team, which was a nationally ranked Division II team. His pitching talent resulted in four records at Molloy College that still stand today.

A hallmark of overall responsibility and discipline for a young person is demonstrated by achieving the rank of Eagle Scout from the Boy Scouts of America. Shawn earned this lofty honor as well. He currently resides in Wantagh, NY.

sklotsche@thewealthalliance.com

Financial Advisor Associate

John C. Greiner

John is a Financial Advisor Associate at The Wealth Alliance.

An exceptionally dedicated individual, John is a welcome addition to The Wealth Alliance team. John achieved the honor of being on the Dean’s List throughout his studies at SUNY Binghamton, where he earned a Bachelor of Science in Financial Economics. He recently earned his Master’s Degree in Accounting at The University of Scranton, with the goal of becoming a Certified Public Accountant. John specializes in Retirement Plan Analysis, Portfolio Management, and Cash Flow Planning at The Wealth Alliance.

Prior to joining the firm, John worked as an accounting intern at MD Sass Investors in New York, and as a wealth management intern at Morgan Stanley. John developed his customer service acumen at Enterprise Holdings and has honed these skills at The Wealth Alliance.

In his free time, John enjoys fishing, playing golf, and spending time with family and friends. He is a talented singer and saxophone player, and has performed with the Harpur Studio Jazz Ensemble at Binghamton University.

jgreiner@thewealthalliance.com

Financial Advisor Associate

Greg Lethbridge, MBA

Greg is an Financial Advisor Associate at The Wealth Alliance.

Previously, he earned an MBA in Finance from SUNY Binghamton University as well as a Bachelor of Arts in Philosophy, Politics and Law. During his time in the MBA program, Greg analyzed valuation reports for large-cap growth technology companies and provided investment recommendations as well. He is currently a 2026 Level II candidate in the CFA program.

Prior to joining the firm, Greg interned as a Venture Scout Associate at Edge Case Capital Partners in California, where he performed due diligence in assessing startups’ alignment with investment criteria and recommended various startup businesses to the investment committee for consideration as venture capital investments.

A highly motivated and disciplined individual, Greg was a 4-sport athlete at South Side High School in Rockville Centre, NY., earning varsity letters in football, wrestling, baseball, and track & field. During his junior and senior years, he took International Baccalaureate classes, earning college credits while effectively managing his time between athletics and academics, defining the model student athlete. Greg was also a member of the Chamber Singers, which included local performances during the holiday season, spreading joy to those who needed it the most.

During his free time, Greg enjoys weightlifting and playing golf with his friends and family.

CFA® is a registered trademark owned by CFA Institute

glethbridge@thewealthalliance.com

Financial Analyst/Business Development

Anthony Scardino, MSA

Anthony is a Financial Analyst/Business Development professional at The Wealth Alliance.

He has seven years of experience in public accounting, with a focus on audit and client advisory services. In his role, Anthony supports the firm’s business development efforts and internal financial operations.

Anthony is currently working toward his Certified Public Accounting (CPA) designation. He brings a strong foundation in accounting and analytical skills to his work with the firm.

He earned a Bachelor of Science in Accounting from the University of Rhode Island and a Master of Science in Accounting from Liberty University.

Outside of work, Anthony is an avid golfer and enjoys spending time with family and friends.

ascardino@thewealthalliance.com

Senior Client Services Associate

Diana J. Marcin

Diana is a Senior Registered Client Associate at The Wealth Alliance.

Diana has been in the financial services industry since 1997, and brings a broad range of experience, from working on Wall Street trading desks to institutional money manager analysis.

Diana moved to the wealth management side of financial services in 2008. She joined Morgan Stanley in 2011 and was most recently a member of the Diton Group at Morgan Stanley, before joining The Wealth Alliance.

Diana has a Bachelor of Science degree from Adelphi University. She enjoys biking, hiking, fishing and vacationing with her family. Diana has been happily married to her husband, John, since 2006, and resides in Smithtown, NY, with their two children.

dmarcin@thewealthalliance.com

Senior Client Services Associate

Sybil Fisher, CRPC®, CRPS®

Sybil is a Senior Client Services Associate at The Wealth Alliance.

Sybil has over 30 years of experience in the banking and financial services industries and has cultivated long-term and trusted relationships with clients. She holds both the Chartered Retirement Planning Counselor® and Chartered Retirement Plans Specialist® designations. Sybil was formerly a Portfolio Associate at the Diton Group at Morgan Stanley and has acquired diverse knowledge of both front and back office operations, in roles ranging from customer service in a local bank to Office Manager at a Wall Street firm.

Sybil enjoys kayaking, gardening and stargazing with her husband.

sfisher@thewealthalliance.com

Senior Client Services Associate

Cynthia Johnson, CRPC®

Cynthia is a Senior Client Services Associate, and a Corporate Retirement Planning Consultant at The Wealth Alliance.

Cynthia brings over 28 years of experience in the financial services industry. She has held positions of Operations Controller, Senior Client Associate and Producing Managers Assistant at Merrill Lynch. She was in the Financial Advisor Training program at Morgan Stanley as well. Her strong operations and administrative background, as well as her positive attitude, make her a perfect fit for working with our clients.

Cynthia earned her Bachelor of Arts from Dowling College. She lives on the South Shore of Long Island, NY, with her family.

cjohnson@thewealthalliance.com

Senior Client Service Associate

Janet Tilchen

Janet is a Senior Client Service Associate at The Wealth Alliance.

Janet has been working in the investment advisory field since 2015. Prior to that, she held various positions at prestigious firms – she was an accountant at Bernstein and Freedman CPA’s, worked in the Trusts and Estates area at Morgan Guaranty Trust Company, and was a Senior Executive Assistant at a major insurance brokerage firm.

Janet uses her experience and innate skills to attend to the needs of clients. She is passionate and enthusiastic about service and understands the importance of communicating effectively with people. Janet never lets anything “sit” on her desk and works hard to get things done in a timely manner on behalf of her clients.

Janet has two children and enjoys spending time with her family, traveling, and meeting new people.

jtilchen@thewealthalliance.com

Client Services Associate

Alexandra Bernard, MBA

Alexandra is a Client Services Associate at The Wealth Alliance.

Alexandra is a dedicated individual and welcome addition to The Wealth Alliance team. Alexandra earned her MBA from Stony Brook University. While obtaining her degree, she worked full-time at her family’s business as the Operations Manager. Her customer service expertise has been refined from managing the relations and operations side of a small business. As such, Alexandra’s experiences have allowed her to become well-rounded when it comes to client servicing. She comes from a family of entrepreneurs and financial professionals who have influenced Alexandra to pursue her career at The Wealth Alliance. In her spare time, Alexandra enjoys snowboarding, golfing, traveling, exercising, and spending time at the beach. She currently resides in Smithtown, NY with her family and kitty, Rusty.

abernard@thewealthalliance.com

Client Services Associate

Anika Vorndamme-Cajigal, MS

Anika is a Client Services Associate at The Wealth Alliance.

Born and raised in Germany, Anika moved to Long Island in 2004 to work as Director of Global Franchising for a Marketing & Consulting Firm in New York. Throughout her professional career, she has worked and gained experience in the fields of marketing, global licensing, and customer care. Bilingual in German and English, she has gained expertise across various industries, gaining insights into business customs with partners nationally and across the globe.

Anika holds a Master’s Degree of Arts and Sciences from the University of Marburg, Germany and Connecticut State University in Danbury, and has lived and worked in Australia, the U.S., and native Germany. She enjoys traveling, reading, sports, and spending time with her family. Anika has been happily married to her husband, Joe, since 2008 and resides on the South Shore with their three children, Lili, Kay, and Baily.

acajigal@thewealthalliance.com

Client Services Associate

Somia Shah

Vice President and Director of Finance

Maria Paolo

Maria is Vice President and Director of Finance at The Wealth Alliance.

Maria is an innovative and driven accounting professional with over 25 years of experience in financial services, working for broker-dealer, liquidity exchanges and lending businesses. She has a diverse background in financial statement and regulatory reporting, management reporting, variance analysis, budgeting, forecasting, treasury management, as well as operational and internal control processes. Maria has experience working for small to large organizations in both the private and public sectors. She helped these organizations define their strategic direction, create new business plans, and develop financial policies and procedures to improve performance and productivity.

As a Vice President, Maria works in conjunction with the Chief Financial Officer in ensuring the firm is meeting clients’ needs to the highest fiduciary, legal, and regulatory standards.

Maria was formerly a Controller at Newtek Business Services, a provider of business and financial solutions. Prior to Newtek, she was the Director of Finance at AmeriMerchant Holdings, a provider of Merchant Cash Advances and Business Loans to small and midsize companies. Prior to AmeriMerchant, she served as Vice President of Finance at ConvergEx Group, LLC, an agency-focused brokerage, and trading service provider. Previously, she was the Accounting Manager at NYFIX and Senior Accountant at Tullett Prebon, managing their broker-dealer accounting. Maria began her Wall Street career as Business Analyst at Goldman Sachs.

Maria is a graduate of St. John’s University and holds a Bachelor of Science in Management specializing in Finance and Accounting. She currently resides in Astoria, New York. Maria enjoys traveling and spending time with her family and friends.

mpaolo@thewealthalliance.com

Director of Operations

Matt Thomson

Matt is the Director of Operations at The Wealth Alliance.

Matt Thomson brings over a decade of experience to his role as Director of Operations at The Wealth Alliance, where he oversees the firm’s operational infrastructure, integrations, and process optimization.

Before joining The Wealth Alliance, Matt served as Operations Manager at a fintech firm offering an AI-driven wealth management platform, tailoring solutions around automated financial planning tools, data-driven client insights, and workflow automation. Prior to this, he worked as an Operations Manager at Charles Schwab, where he supported the operational and strategic needs of RIA clients across the country. In this capacity, Matt partnered closely with advisors to streamline client onboarding, performance reporting, trading workflows, billing, and data management. He also oversaw a cross-functional team that coordinated the operational aspect of Schwab’s acquisition of TD Ameritrade and contributed to one of the largest account and platform migrations in financial services history.

Early in his career, Matt worked as a Financial Analyst for the Securities and Exchange Commission (SEC), where he conducted in-depth analysis of public companies, investment advisors, and broker-dealers, to assess compliance with federal securities laws and uncover potential risks or irregularities.

Matt lives in Westchester, NY with his wife and two children. He is involved in coaching multiple youth sports teams, enjoys traveling with his family, and is an avid music lover and sports fan.

mthomson@thewealthalliance.com

Director of Human Resources

Giovanna Kiamos

Giovanna Kiamos is Director of Human Resources at The Wealth Alliance.

She has over 15 years of experience building and scaling human resource functions across high-growth and private equity-backed organizations.

Her experience includes workforce planning, compensation, talent acquisition, HR systems implementation, and M&A integration, with a focus on supporting organizational effectiveness and business growth.

Prior to joining the firm, Giovanna held senior Human Resources roles, where she supported organizational development initiatives and led human capital functions across growing organizations.

Giovanna earned a Bachelor of Science in Professional Communication from Pace University and holds the SHRM Certified Professional (SHRM-CP) designation.

Partnership Integration Manager

Priya Gosain, MS

Priya is Partnership Integration Manager at The Wealth Alliance.

Serving in a leadership role on several of the firm’s strategic initiatives, she helps to shape the vision and oversee the management of the integration of advisory teams and acquired firms.

Priya has over 20 years of experience in finance & accounting within the financial services industry. Priya joined The Wealth Alliance in 2019 and also served as the firm’s Controller where she helped to build and manage finance functions, including accounting, tax, treasury, reporting, and controls. Her prior experience includes corporate accounting roles at Tullett Prebon (TP ICAP), Louis Capital Markets, and Cantor Fitzgerald.

Priya earned both her Master of Science and Bachelor of Science degrees in Accounting from St. John’s University (New York, NY). Outside of work, she is also a former dance instructor, an avid member of her church, and a health and fitness enthusiast.

pgosain@thewealthalliance.com

Executive Assistant

Marisa Storey

Marisa is the Executive Assistant at The Wealth Alliance.

Prior to joining The Wealth Alliance, Marisa held various positions in a number of service industries. She worked in the banking industry as an Investigative Officer for Capital One, the telecommunications industry as a Human Resources Coordinator for Cablevision Systems Corp, and in the healthcare industry as an Office Manager for the Parkinson’s Disease and Movement Disorders Center of Long Island. As a result of her diverse working experience, Marisa is a well-rounded professional. She is extremely organized, attentive to detail, and is an excellent problem solver. She always maintains a positive attitude and is known for her cheery personality.

Marisa holds a Bachelor of Science degree in Business Administration, with a concentration in Human Resources and a minor in Psychology, from Marist College in Poughkeepsie, NY. She is also a Certified Clinical Medical Assistant. She resides in Smithtown, NY where she enjoys spending time with her two children and exploring the country in her RV.

mstorey@thewealthalliance.com

Compliance Associate

Brian Klotsche, MBA

Brian is a Compliance Associate at The Wealth Alliance.

Brian is an integral part of the firm in assisting with financial and service needs. Brian specializes in financial and compliance reporting, and works closely with the finance, compliance, and operations teams.

Brian earned a Bachelor of Business Administration degree in Accounting, as well as an MBA in Finance, from Adelphi University. While maintaining his academic excellence, he excelled as the captain of the Men’s Swim and Dive Team. He was also nominated as both an Academic and Athletic All American while earning Scholar Athlete of the year during his final year at Adelphi. His talent resulted in multiple records at Adelphi University that still stand today.

In addition to his athletic and academic accomplishments, Brian has achieved the rank of Eagle Scout, a hallmark of overall responsibility, discipline, and perseverance. Brian currently resides in Wantagh, NY with his family.

bklotsche@thewealthalliance.com

Operations Specialist

Diana Brown

Diana is an Operations Specialist at The Wealth Alliance.

Diana joins the firm with over twenty years of professional experience in the financial services industry, specializing in client service roles.  She has been a training specialist for over ten years with a focus on technology solutions and operational efficiencies.

As an Operations Specialist at The Wealth Alliance, Diana is responsible for enhancing and streamlining both client and advisor experiences. She is deeply committed to building high-quality, scalable service models that adapt to evolving client needs. Her approach is rooted in a deep understanding of the operational components required to deliver consistent, impactful, and future-ready service.

Before joining the firm, Diana held service roles at Morgan Stanley and Oppenheimer, where she gained extensive experience supporting advisors and leading technology-driven service initiatives. She also played a pivotal role in managing systems and infrastructure, with the goal of creating a seamless, advisor-friendly experience.

Diana earned her bachelor’s degree from Queens College and lives in Lynbrook, New York, with her family. Outside of work, she enjoys staying active through fitness and skiing, and cherishes family vacations.

Operations Associate

Angelo Lupo

Angelo is a Operations Associate at The Wealth Alliance.

Angelo provides exceptional support to our clients, while drawing on his extensive financial services experience. He began his career at a stock brokerage institution where he earned his financial servicing licenses and built a strong foundation. He then joined New York Life Insurance Co., where he cultivated a deeper understanding of various financial solutions and life insurance. Prior to joining The Wealth Alliance, Angelo worked as a Client Service Associate at B. Riley Wealth Management, sharpening his expertise in client support.

A graduate of SUNY Old Westbury’s School of Business, with a degree in finance, Angelo brings a strategic and systematic approach to client service. In his spare time, he enjoys practicing jiujitsu, fishing, staying active in his church, and spending time with family and friends.

alupo@thewealthalliance.com

Partnership Integration Specialist

Janet Cushey

Janet is a Partnership Integration Specialist at The Wealth Alliance.

Serving as part of the firm’s integration team, she supports the coordination of onboarding processes for advisory teams and provides operational assistance during mergers and acquisitions. Janet brings more than a decade of experience in program development and organizational operations within high growth environments. Prior to joining The Wealth Alliance, she spent her career at Argot Partners, a strategic communications firm, where she held roles in investor relations, program coordination, and operational support.

Janet graduated from Wesleyan University with a Bachelor of Arts in East Asian Studies and completed an intensive Korean language program at Yonsei University in Seoul. Outside the office, she can be found on local running trails, at a live show with friends, or cheering on her Cleveland sports teams.

Jcushey@thewealthalliance.com

Operations Associate

Andrew Thomson

Andrew Thomson is an Operations Associate at The Wealth Alliance.

His role includes account maintenance and transfers, money movements, cashiering, and process improvement.

Before joining The Wealth Alliance team, Andrew served as a Client Service Representative at Charles Schwab, supporting advisors and clients across a range of operational functions. He also held an operations role with an education resources company after relocating to New York.

Earlier in his career, Andrew worked in television and photography, where he developed a strong interest in workflow management and process optimization – skills he continues to apply in financial operations.

As a Colorado native and a graduate of the University of Oregon, Andrew is an avid fan of the Denver Broncos and the Oregon Ducks. He enjoys traveling and spending time outdoors, having visited more than 40 countries.

Staff Accountant

Joseph Panasci

Joseph Panasci is a Staff Accountant at The Wealth Alliance, where he supports the firm’s accounting and financial operations. He brings public accounting experience with a focus on audit services for publicly traded companies and broker-dealer engagements.

Prior to joining The Wealth Alliance, Joseph worked in public accounting, gaining experience in audit, tax, internal accounting, and bookkeeping functions.

Joseph earned a Bachelor of Science in Accounting from Molloy University and is currently pursuing CPA licensure.

Front Desk Coordinator

Jennifer Pagliarulo

Jennifer is the Front Desk Coordinator at The Wealth Alliance.

With a passion for organization and a knack for multitasking, Jennifer is an accomplished Office Administrator dedicated to creating efficient and harmonious work environments. With over 25 years of experience in administrative support and office management, she excels at streamlining operations, enhancing team collaboration, and ensuring that every detail is meticulously handled.

Jennifer thrives in fast-paced settings, where her proactive approach and problem-solving skills shine. From managing schedules and coordinating meetings to overseeing office supplies and vendor relationships, she ensures that the office operates like a well-oiled machine. Her strong communications skills foster positive relationships with clients and colleagues alike, making her a trusted point of contact for all office-related matters.

Jennifer loves spending time with her husband, Joe, and being a mom to her 3 daughters. She also has a strong passion for music along with her creativity in cake designing and cooking.

jpagliarulo@thewealthalliance.com