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

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

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Nesso Senior
Benefits

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Benefits

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