Meet the Team

Private Wealth Management


team-kenneth

Kenneth W. Van Leeuwen,
CFP® Managing Director/Advisor


team-jason

Jason D. Field,
CFP® Financial Advisor


team-jeffrey

Jeffrey P. Mattonelli,
Financial Advisor


team-virag

Virag G. Shah,
CFA® Portfolio Strategist


team-jimi

Jimi Bipin Shah,
Portfolio Strategist


team-donna

Donna L. Gavlick,
Director of Paraplanning Services


team-judy

Judy DeFazio,
Director of Administration, Executive Assistant to Kenneth Van Leeuwen