Partners

 

Rob Brown
CFP®, CPWA®
Partner

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Rob is a partner at Apexium Financial LP and helps clients in all aspects of financial planning and retirement income planning. He spends his time helping clients solve problems and reviewing opportunities as it relates to insurance, asset protection, cash flow planning, estate planning […]

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David B. Bruckman
JD, MS TAX, CLU®
Partner

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David is a partner at Apexium Financial LP.  His passion is finding and employing loopholes and creative techniques to enable his clients to solve problems, capitalize on opportunities and otherwise accomplish their life’s goals. […]

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Cory Chmelka
CFP®
Partner

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Cory is a partner at Apexium Financial LP. Previously, he was a founding partner of Capstone Wealth Management, LLC and served as the firm’s Chief Risk Officer for both Insurance and Investment Strategies. […] View full profile.

Alan Mandeloff
CPA/PFS, CFP®
Partner

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Alan is a partner with Apexium Financial LP. Alan focuses his practice on financial planning and investment advice for businesses and […]

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Matthew Marcello
CFP®, CFS®, CIMA®
Partner, Chief Investment Officer

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Matt is a partner and the Chief Investment Officer at Apexium Financial LP.  Previously, he was a founding partner of Capstone Wealth Management, LLC and served as the firm’s Chief Investment Officer […]

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David Pilaitis
CFP®
Partner, Head of Retirement Planning Services

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David Pilaitis is a partner and the chief compliance officer with Apexium Financial LP. David provides comprehensive financial planning and investment advisory services to the firm’s clients, including  […]

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Directors

 

Jillian Dragone
CFA®
Director of Investment Research

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Jillian is the Director of Investment Research with Apexium Financial.  Her responsibilities include due diligence and on-going monitoring of funds and managers, and portfolio construction, design and analysis. […]

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Sean Fellin
Director of Wealth Management

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Sean is a Senior Financial Advisor with Apexium Financial LP and provides comprehensive financial planning and investment advisory services to the firm’s clients.   […]

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Lauren Flemen
CFP®
Director of Client Services

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Lauren is a Director of Client Services at Apexium Financial. She is responsible for assisting clients with their investment accounts, performance reporting. She is also part of our financial planning team and helps clients with cash flow […]

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Laurie Samay
CFP®
Director of Financial Planning

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Laurie is the Director of Financial Planning at Apexium Financial. She helps clients in all disciplines of personal financial planning, including cash flow planning, retirement income planning, estate planning, family planning, […]

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Rosaria Sagnibene
Director of Client Services

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Rosaria is the Director of Client Services with Apexium Financial LP. She is responsible for the day-to-day operations of the firm and supports both our investment and risk management groups. She also provides direct […]

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