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Our Team

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Joseph P. Mallee, III

Chief Executive Officer

 

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Robert K. Cawley

President
Co-Founder


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Mario E. Carannante

Financial Advisor

 

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Timothy Dougherty

Director
Retirement Plans

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Joel D. Gilley

Sr. Vice President
Executive Benefits


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Jason S. Goldstein

Director of Individual Planning Solutions
Horsham Office

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Brian Gover

Project Administrator

 

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Brandon Levithan

Director of Individual Planning Solutions
Horsham Office

 

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Ron F. Mead

Managing Director
Kingston Office

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Denise M. Seibert

Executive Assistant

 

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Jeffrey L. Slavich

Vice President
Investment Management


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Julia Zhai

Financial Services Professional

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