Nesso
Wealth Team
Meet Our Wealth Team
Our team combines decades of experience to bring you wealth services you can count on.
Andrea Bongiovanni, CIMA®, CFS®
Project Manager
Bonnie Bailey, CFP®, CEPA
Director of Operations
Cathy Poulin
Support Services Associate
Colin Murray, AIF®
Wealth & Medicare Advisor
Donna Urice
Executive Coordinator
Emily Lebowitz, AIF®
Client Relationship Manager
Garrett Burns, CFP®, EA, AIF®
Wealth Advisor
Gary Martin, CPA
Wealth Advisor
Jacki Hissick, ABFP(SM)
Wealth Advisor
John Wonneberger, CPA
Wealth Advisor
Kacey Conlon
Business Development Coordinator
Kevin Christopher, JD, ABFP(SM)
Partner, Wealth Advisor
Leah Zampelli
Operations Associate
Lindsey McInerney
Support Services Associate
Lisa Uguccioni
Client Relationship Manager
Liz Rosado
Operations Associate
Matt Glatt, CFP®, CPA, AIF®
CEO & Wealth Advisor
Nan Conlon
Client Relationship Manager
Nick Weimer
Operations Manager
Ryan McGrail
Operations Associate
Terry Bongiovanni
Medicare Advisor
Ty Bongiovanni, AIF®
SVP, Managing Partner, Wealth Advisor
Bailie Glatt
Director of First Impressions
Charlie Murphy
Furnancial Advisor
Business Support
As investment professionals, Nesso Wealth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Managing Director – Trading & Investments
Erin Corbett
Managing Director – Operations
Jenny Kurz
Director of Marketing
Lauren Lehman, CFA®, CFP®
Head of Portfolio Management
Arianna Rodriguez, CIMA®
Senior Portfolio Manager
Our Commitment to Our Clients
Empathy and Education
We will listen to your situation with a trained ear and educate you on your options. We help you understand what you need and what matters most.
Friendly, Experienced Support
You will receive comprehensive solutions and access to a dynamic and integrated team with years of experience and expertise.
Customized Advice
No two businesses or individuals are the same; that’s why our solutions are tailored specifically to meet your needs.
Let’s talk about what’s important to you
Nesso
Solutions
Our approach to integrated solutions and comprehensive services alleviates stress and elevates success. We provide guidance across multi-dimensional areas of expertise for individuals and businesses. You can trust that we’re working together with your best interest in mind.
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Tax
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Accounting
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Wealth
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Insurance
Nesso Senior
Benefits
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Benefits