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Charles Schwab
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Meet the Team
Nicholas V. Ventura, CPWA
®
Founding Partner / Chief Executive Officer
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Dan McElwee, CFP
®
, MBA
Partner / Chief Operating Officer
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Tom Cahill, CFA
®
, CMT
®
Partner / Chief Investment Officer
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Roger Klein, PhD
Senior Economist and Wealth Manager
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Mary Marciante
Chief Administrative Officer
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Bill Purdy, CFP
®
Wealth Manager
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Morgan Downs
Wealth Manager
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Roman Chiokadze
Wealth Manager
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Lucas Morreale CFP®
Wealth Manager
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Jerry Fiess
Wealth Manager
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Missy Orr
Retirement Coach
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Susan Pasqualone
Office Manager / Client Service Associate
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Ivy Storaci
Client Service Associate
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