Who We Are
CWP People

Who We Are
CWP is a client-centric organization rooted in personal integrity. The measure of our success is the success we help our clients to achieve.
CWP team members firmly believe that our obligation to clients does not end when we design a plan; rather, it just begins. The relationships we build reflect an unwavering commitment to act vigilantly to help protect each client’s financial interests.
Building and nurturing such relationships can be pivotal because every individual, family and business experiences events that alter financial circumstances.
CWP is here before, during and after those events to provide insight, guidance and solutions individually tailored to each occasion and to each client.
If you are looking for a quick, off-the-shelf answer, we aren’t the firm for you. If you want to achieve a holistic financial plan that integrates your unique financial considerations for accounting, legal and standard of living issues, then let’s sit down together.
We’d like to get to know you.

Paul Barone
Managing Director

Peter Bisulca
Brokerage Director

Nick Caporaso
Managing Director | Financial Planner

Robert Capra, CFP
Financial Planning Director

Eric Flowers
Agency Supervisory Officer

Kathy E. Matheson, CLU, ChFC, CEBS
Chief Operations Officer

Maggie McDougall
Operations Manager

Bailey Murray
Agency Marketing Coordinator

Mark C. Raffa, LUTCF
Sales Manager/Financial Advisor

Evan Rogdakis J.D.
Director of Financial Planning

Andrew Sanborn
Agency Supervisory Officer

Lana Brown
Administrative Assistant to Compliance

Charlene Callahan
Office Facilitator

Alyssa Emmanuel
Design/Marketing

Joanne Impoco
New Business Coordinator

Carol Langhorne
New Business Coordinator

Jennifer Morgan
New Business Coordinator

Karen Mueller
Agency Operations Assistant

Susan Raffa
Office Facilitator

Elenora Valente
Brokerage Assistant

Randy Altavilla
CLU®, ChFC®, MSM, MSFS, AEP, RICP®

Santo M Azzolino, CLU
Financial Advisor

Mark Badami
Financial Advisor CFP®, CLTC

Jordana Barnett
Financial Advisor

Kenneth Baron, CFA, CFP®, RICP®
Financial Planner

Wallace Boorum, LUTFC
Financial Advisor

Robin Proper Braver
Financial Advisor

Richard W. Catucci
Investment Advisor Representative

Charles Ciravolo
Financial Advisor

Antonio Cunha
Financial Advisor

James E. Delahanty
Financial Advisor

Julie A. Deliso-Pollicino
CFP®

John R. Desio
Financial Advisor

Salvatore DiLeo
Financial Planner, Registered Representative

David Eisner
Financial Advisor

Michael Eisner
Financial Professional

Christopher R. Fiorello
FSCP, CLTC, LUTCF

Antonios Franks
CFS® RICP®

Robert Freilicher
Financial Advisor

Tomislav "Tom" Govorcin
Financial Advisor

Joseph Julian
Financial Advisor

Joseph Kazlau
Wealth Management Advisor

Carl Kravitz
Financial Advisor

Eric Lipton
Financial Advisor

Edgar Montenegro, MBA, CFBS
Wealth Management Adviser

Miguel Pagan, LUTCF®
Financial Professional - Managing Associate

Craig Paloscio
Wealth Management Services

Jeffrey R. Silverman, JD* CFP®
Financial Advisor

Kai Stanton
Wealth Management Advisor

Robert Sturges LUTCF CLTC
Financial Advisor

Salvatore Tringali
Financial Advisor

Chris Vargas
Financial Planner

Jeff T. Velastegui
Personal Estate & Business Advisor

Mitchell Weisbrot
Financial Advisor

Matthew Wilkow
Financial Planner

Eric Wolfe
Financial Advisor

John M. Yerkes
CFP®, CASL®, ChFC®, RICP®

Rory Zipper
Financial Planner

Todd Bass, JD*, CFMVA
Advanced Sales Specialist

Jeff Berlent
Relationship Manager

Dan Bignardelli
Financial Services Professional

Lucner Bonzil
Financial Services Professional

Thomas Castrovinci
Financial Professional

Tom Consiglio
Financial Services Professional

Adolphe Demesyeux
Financial Services Professional

Alex Kalimnios
Financial Services Professional

Anthony Lucarelli
Financial Services Professional

Franchesca Persaud
Financial Professional

John Raffaele, CLTC®
Financial Services Professional

Peter Restivo
Financial Services Professional

Gretta Zutz
Financial Services Professional