Firm

The Wealth Alliance is a registered investment advisory firm with the U.S. Securities and Exchange Commission – working with Fidelity Investments and fully committed to revolutionizing the client experience. We are seasoned advisors – operating as certified financial planners and certified public accountants, supported by a top-tier team of service professionals, and empowered to unlock new levels of success.

Robert Conzo, CFP®, CPA*

Chief Executive Officer
& Managing Director

Eric Diton, CIMA®

President &
Managing Director

William Franey, CPA®

Chief Financial Officer
& Chief Compliance Officer

Paul Camhi, CFP®, CIMA®

Vice President
X

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

Robert is a CERTIFIED FINANCIAL PLANNER™ and former CPA with over 20 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 in the top 1% of his peer group in the region – 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 broker-dealers 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

X

Eric Diton is President & Managing Director of The Wealth Alliance.

Eric brings over 30 years of experience as a financial advisor to help clients focus on their complete financial picture – and was most recently ranked in the list of Forbes Best-in-State Wealth Advisors 2019. 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 prestigious 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 AnalystSM (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. As an alumnus of the Wharton School, he has interviewed local prospective high school students on behalf of the university and has been a member of the Penn Career Network as well, providing career guidance to alumni.

Eric resides in both Boca Raton, Florida, and Commack, NY, with Lori, his loving wife for over 30 years. They have two children, Alyssa and Adam. He enjoys tennis, golf, playing keyboards and singing in a band.

editon@thewealthalliance.com

X

William is Chief Financial Officer and Chief Compliance 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

X

Paul is Vice President at The Wealth Alliance.

Paul brings over 15 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 both a Certified Financial Planner™ and Certified Investment Management AnalystSM.

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, Ryan, Landon & Sydney.

pcamhi@thewealthalliance.com

Nancy Lee Giusto, CRPC®

Senior Registered Client Associate & Corporate Retirement Plan Consultant

Sybil Fisher, CRPC®, CRPS®

Senior Registered Client Associate

Cynthia Arzt, CRPC®

Senior Registered Client Associate & Office Manager

Diana J. Marcin

Senior Registered Client Associate
X

Nancy is a Senior Registered Client Associate and a Corporate Retirement Plan Consultant at The Wealth Alliance.

Nancy brings over 20 years of experience in the financial services industry. She was formerly a Portfolio Associate at the Cypress Group at Morgan Stanley. Nancy began her career as an Annuity Operations Specialist with First of Michigan Corporation in 1994. Nancy then went on to work for Robert W. Baird & Company and Merrill Lynch as a Senior Registered Client Associate, before joining Morgan Stanley in 2011. She has consistently provided clients with effective wealth management strategies and was recognized for her excellence in service.

Nancy received a Bachelor of Business Administration in Management from Chaminade University of Honolulu. She lives in Miller Place, NY, with her two daughters, Taryn and Jillian.

ngiusto@thewealthalliance.com

X

Sybil is a Senior Registered Client 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 James.

sfisher@thewealthalliance.com

X

Cynthia is a Senior Registered Client Associate, a Corporate Retirement Planning Consultant, and the Office Manager at The Wealth Alliance.

Cynthia brings over 24 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 husband, three children and two dogs.

carzt@thewealthalliance.com

X

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, Alexa and Carter.

dmarcin@thewealthalliance.com

Peter Silber, CFP®

Financial Advisor
X

Peter is a 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: Alison, Rachel, Edward and William.

psilber@thewealthalliance.com

Robert Conzo, CFP®, CPA*

Chief Executive Officer
& Managing Director
X

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

Robert is a CERTIFIED FINANCIAL PLANNER™ and former CPA with over 20 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 in the top 1% of his peer group in the region – 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 broker-dealers 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

Eric Diton, CIMA®

President &
Managing Director
X

Eric Diton is President & Managing Director of The Wealth Alliance.

Eric brings over 30 years of experience as a financial advisor to help clients focus on their complete financial picture – and was most recently ranked in the list of Forbes Best-in-State Wealth Advisors 2019. 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 prestigious 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 AnalystSM (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. As an alumnus of the Wharton School, he has interviewed local prospective high school students on behalf of the university and has been a member of the Penn Career Network as well, providing career guidance to alumni.

Eric resides in both Boca Raton, Florida, and Commack, NY, with Lori, his loving wife for over 30 years. They have two children, Alyssa and Adam. He enjoys tennis, golf, playing keyboards and singing in a band.

editon@thewealthalliance.com

William Franey, CPA®

Chief Financial Officer
& Chief Compliance Officer
X

William is Chief Financial Officer and Chief Compliance 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

Paul Camhi, CFP®, CIMA®

Vice President
X

Paul is Vice President at The Wealth Alliance.

Paul brings over 15 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 both a Certified Financial Planner™ and Certified Investment Management AnalystSM.

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, Ryan, Landon & Sydney.

pcamhi@thewealthalliance.com

Nancy Lee Giusto, CRPC®

Senior Registered Client Associate & Corporate Retirement Plan Consultant
X

Nancy is a Senior Registered Client Associate and a Corporate Retirement Plan Consultant at The Wealth Alliance.

Nancy brings over 20 years of experience in the financial services industry. She was formerly a Portfolio Associate at the Cypress Group at Morgan Stanley. Nancy began her career as an Annuity Operations Specialist with First of Michigan Corporation in 1994. Nancy then went on to work for Robert W. Baird & Company and Merrill Lynch as a Senior Registered Client Associate, before joining Morgan Stanley in 2011. She has consistently provided clients with effective wealth management strategies and was recognized for her excellence in service.

Nancy received a Bachelor of Business Administration in Management from Chaminade University of Honolulu. She lives in Miller Place, NY, with her two daughters, Taryn and Jillian.

ngiusto@thewealthalliance.com

Sybil Fisher, CRPC®, CRPS®

Senior Registered Client Associate
X

Sybil is a Senior Registered Client 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 James.

sfisher@thewealthalliance.com

Cynthia Arzt, CRPC®

Senior Registered Client Associate & Office Manager
X

Cynthia is a Senior Registered Client Associate, a Corporate Retirement Planning Consultant, and the Office Manager at The Wealth Alliance.

Cynthia brings over 24 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 husband, three children and two dogs.

carzt@thewealthalliance.com

Diana J. Marcin

Senior Registered Client Associate
X

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, Alexa and Carter.

dmarcin@thewealthalliance.com

Peter Silber, CFP®

Financial Advisor
X

Peter is a 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: Alison, Rachel, Edward and William.

psilber@thewealthalliance.com

The Wealth Alliance, LLC is a registered investment advisor.

Fidelity Investments and Fidelity Clearing & Custody Solutions (together “Fidelity”) is an independent company, unaffiliated with The Wealth Alliance. Fidelity is a service provider to The Wealth Alliance. There is no form of legal partnership agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by The Wealth Alliance and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 897728.1.0

*former CPA