Chris has more than 19 years of experience serving individuals and business owners as a Financial Advisor. Chris earned...
Felice joined Beyond Wealth Management in 2015. Felice supports the team by opening and maintaining client accounts as...
Marie joined Beyond Wealth Management in 2015 with over 20 years in the industry. She works to fit individual client...
Christy has more than 6 years of experience working in college admissions as an assistant director of admissions at...
Dave has more than 20 years of investment and financial services experience. He was the regional manager of a Fortune...
Peter began his career working as a Certified Public Accountant (CPA) serving many local small businesses and...
Iseult joined Beyond Wealth Management in 2026 as an intern, then decided to pursue a full-time position as a Financial...
Heidy joined Beyond Wealth Management in 2026 as a Marketing Manager. She graduated from SUNY New Paltz in 2026 with a...
Max joined Beyond Wealth Management in 2026 as a Financial Planner and Wealth Management Intern. He is a junior at SUNY...
Veronica joined Beyond Wealth Management in 2026 as a Marketing Intern. She is from Queens, NY, and is pursuing a degree...
Katriel joined Beyond Wealth Management in 2026 as Tax Planning Intern. She is from Manhattan and is a senior at SUNY...
Ini joined Beyond Wealth Management in 2026 as a Wealth Management Tax Planner Intern. He is a senior at SUNY New Paltz...
Siddhartha joined Beyond Wealth Management in 2026 and is a Financial Planner and Wealth Management Intern. He is a...