Philip H. Fett Jr., CPFA®

Managing Director - Financial Advisor

212-703-6170
Email |

Holly O. Gleason

Senior Investment Associate

212-703-6171

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Dan Sullivan

Wealth Strategist


Brian Tavano

Wealth Management Consultant


Vivian Frederick

Wealth Planning Associate


Tom Nagle

Trust Consultant


Josh Mendelson

Wealth Management Banker


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