Our People - New York Metro

Paul Arbeit

Paul Arbeit

Senior Managing Director

As a Managing Director, Paul has built his career at Clarfeld since joining the firm...

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Sean Brady

Sean Brady

Managing Director

Sean joined Clarfeld in 2010. He became a Certified Financial Planner in February 2014. He...

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Michael Brennan

Michael Brennan

Managing Director

Michael joined Clarfeld in 2004 and oversees all aspects of personal financial planning, estate planning,...

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Robert A. Clarfeld

Robert A. Clarfeld

Executive Chairman

Rob founded the company in 1981 in New York City. A CPA with a keen...

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Sarina Crisci

Sarina Crisci

Assistant Vice President

Sarina joined Clarfeld as an intern in 2007. Upon graduating from Seton Hall in 2014,...

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Donna M. Cuiffo

Donna M. Cuiffo

Senior Managing Director

Donna directs the firm's estates and trust tax practice and has extensive experience counseling corporate...

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Tom Curley

Tom Curley

Tax Advisor

Tom has been an integral part of the tax department since joining Clarfeld in 2015....

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John M. Danish

John M. Danish

Managing Director

John has been helping clients with tax and other financial matters for more than 28...

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Gianni DiFroscia

Gianni DiFroscia

Vice President

Gianni joined Clarfeld in 2012 and achieved his Certified Financial Planner (CFP®) designation in May...

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Suzanne Donohue

Suzanne Donohue

Vice President

Suzanne currently manages the Cash Management department which encompasses a wide array of Family Office...

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Sandy Fabery

Sandy Fabery

Managing Director

Sandy joined Clarfeld in 2002 and is a Managing Director. She earned a master's degree...

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Brian Furleiter

Brian Furleiter

Assistant Vice President

Brian joined Clarfeld in 2017 and handles all aspects of personal financial planning, estate planning,...

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George Gipp

George Gipp

Managing Director

George is Director of Research and a member of the firm's Investment Policy Committee and...

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Daniel P. Grijalva

Daniel P. Grijalva

Senior Managing Director

Dan handles all aspects of personal financial planning and investment advisory services for an array...

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Michael Hans

Michael Hans

Senior Managing Director

As Chief Investment Officer, Michael presides at the intersection of the firm's advisors, research, operations...

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Peter Holmes

Peter Holmes

Senior Vice President

Peter brings 30 years of field experience educating high-net-worth clients on how they can incorporate...

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Korey Kross

Korey Kross

Senior Managing Director

An attorney and a seasoned tax advisor, Korey has been providing sophisticated and comprehensive tax...

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Victor Leung

Victor Leung

Managing Director

Victor joined Clarfeld in 1991. With more than 30 years of experience in the technology...

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Kait Oliveira

Kait Oliveira

Wealth Advisor

As a Senior Financial Planner, Kait advises high-net-worth families on comprehensive financial planning, which includes...

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Cindy L. Ostrager

Cindy L. Ostrager

Managing Director

Cindy leads the company's tax services practice. In this role, she provides comprehensive tax planning...

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Evelyn Pepe

Evelyn Pepe

Vice President

Evelyn joined Clarfeld in 2010. Her primary responsibilities include managing all aspects of personal financial...

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Nicholas Pirrotta

Nicholas Pirrotta

Managing Director

Nick joined Clarfeld in 2005 and achieved his Certified Financial Planner (CFP®) designation in 2012....

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Adriana Pyc

Adriana Pyc

Assistant Vice President

Adriana joined Clarfeld in 2018. She works closely with Clarfeld’s most senior advisors and is...

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Jose Reynoso

Jose Reynoso

Senior Managing Director

Jose leads the Advanced Tax and Estate Planning division and the Personal Financial Planning practice....

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Scott Richter

Scott Richter

Senior Vice President

As a Managing Director and Principal, Scott brings over 35 years of experience working in...

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Nelson Rivera

Nelson Rivera

Vice President

Nelson's primary focus is working with financial advisors to develop strategies for clients that protect...

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Lizbeth Rodriguez

Lizbeth Rodriguez

Assistant Vice President

Lizbeth specializes in providing accounting, auditing, and tax services to closely held and family-owned business...

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Matthew Ruffalo

Matthew Ruffalo

Managing Director

Matt Ruffalo joined Clarfeld as a Senior Portfolio Strategist in 2015. Prior to joining the...

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Anthony L. Schembri

Anthony L. Schembri

Senior Managing Director

Anthony joined Clarfeld in 1994 and is Director of Investment Operations. He is responsible for...

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Frank A. Sisti

Frank A. Sisti

Senior Managing Director

Frank joined Clarfeld in 1998. He specializes in working with those families and individuals with...

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Joy M. Soodik

Joy M. Soodik

Senior Managing Director

Since joining Clarfeld in 1992, as the number of wealthy family and executive clients grew...

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Rick Suarez

Rick Suarez

Chief Executive Officer

Rick is responsible for managing all aspects of the firm's investment advisory service for both...

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Toby Tolino

Toby Tolino

Vice President

As a Vice President, Toby brings over 15 years of experience working in fixed-income markets,...

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Robert A. Varriano

Robert A. Varriano

Senior Managing Director

Robert has devoted his career to providing financial planning, tax and investment advisory services to...

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Daniel Verona

Daniel Verona

Assistant Vice President

Daniel brings nearly ten years of experience managing federal and state tax issues to his...

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Christine Williams

Christine Williams

Assistant Vice President

Christine has been an integral part of Clarfeld's tax department for more than ten years....

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