On my 100th day with @RiversEdgeWealthPartners, I reflect on life post pandemic and feel very fortunate to have the opportunity to bring Wall Street to Main Street in my role as River’s Edge Chief Operating Officer. Returning “down the shore”, after many years with large Investment Banks in multiple large cities, has given me the opportunity to serve clients in a more intimate environment that I accurately call home.
River’s Edge Wealth Partners’ motto is “Taking Care, Beyond Investments” and I’ve learned it’s truly the case with outstanding leadership under CEO/Owner @AnthonyFrigoletto, an extraordinarily dedicated Service Team and solid Investment disciplines and processes under our CIO @BrianGiesen.
As COO, my first goal was to assess the company, the infrastructure and identify any key issues. What I found was a well-oiled machine that leverages their partnership with @LPLStrategicWealthServices and gives clients innovative technology solutions and knowledgeable financial advice.
The focus is our clients, and River’s Edge Wealth Partners helps families navigate the currents of one’s financial life. I’m happy to be here and part of this team!
Please join me and follow us @RiversEdgeWealthPartners