Meet Your Team

Chris Drouin

As founder, Chris uses his 15 years of experience to serve as the Wealth Advisor and Financial Planner.

Chris and his wife Christy has two daughters and enjoy being outside in the Hudson Valley and beyond through every season.

Selected Community Service includes:

New Paltz Regional Chamber of Commerce, Chair Emeritus

Woodland Pond, Continuum of Care Retirement Community

Mid-Hudson Children’s Museum Board of Directors (Past)

Felice Castellano

As our Chief of Staff and Project Manager, Felice Castellano, is the glue that holds our firm together.

Felice and her husband Harold have two daughters and one son.  In the winter look for her on the slopes and during the warmer months on the golf course.

Selected Community Service includes:

Board of Directors, West Shokan Library

Treasurer, Woodstock Peace Festival

Marie Murphy

As head of Risk Management and Insurance, Marie, pulls from 19 years of assisting clients with their insurance protection needs.

Marie has three daughters and is looking forward to getting married next summer.

Internships

At BWM we regularly have graduate and undergraduate interns learning from and supporting our team.

Internship Roles Include:

  • Assisting the Wealth Advisor with portfolio research projects, portfolio construction, economic and market research
  • Attending planning and review meetings
  • Apprenticing the Wealth Advisor with financial planning and analysis
  • Planning and strengthening Beyond Wealth Management’s business operations

Internship Policies:

  • Internships are competitive and candidates must interview, complete a background check, and submit a resume, cover letter and transcript
  • We are committed to a diverse and open workplace
  • Interns are compensated unless prohibited by the intern’s university
  • All interns are subject to confidentiality and non-disclosure agreements
  • Interns are restricted from sensitive information and excluded from particularly sensitive client information and situations