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10 Grand Central, 155 East 44th Street, 12th Floor, New York, NY 10017

212-849-3100
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About Us

At Barnum Premier Client Group, we go beyond traditional financial planning to deliver tailored strategies. Our team brings extensive experience, an unwavering commitment to client success, and a collaborative approach to help you build, protect, and grow your wealth with confidence.

Meet Barnum Premier Client Group

 Our advisors are more than financial professionals — they are dedicated resources in your journey toward financial clarity and success. With diverse backgrounds and specialized knowledge, our team is committed to providing personalized solutions that align with your goals and values.

Bryan A. Rosen, CFP®, ChFC®, CASL®, AIF®

Bryan A. Rosen, CFP®, ChFC®, CASL®, AIF®

Financial Planner | Wealth Management Advisor

(212) 922-0633

Jason Bayuk, CFP®

Jason Bayuk, CFP®

Financial Planner | Wealth Management Advisor

(212) 922-0053

David Moss, RICP®

David Moss, RICP®

Financial Planner | Wealth Management Advisor

(212) 922-0023

Jared Levy

Jared Levy, CFP®, ChFC®

Financial Planner | Wealth Management Advisor

(212) 578-2006

(917) 449-7222 (voice only)

Justin Manfredo

Justin Manfredo, MBA

Financial Planner | Wealth Management Advisor

(631) 869-2087

Daniel De Sena, AIF®

Daniel De Sena, AIF® 

Financial Planner | Wealth Management Advisor

(212) 631-2071

Justin Volence

Justin Volence

Financial Planner | Wealth Management Advisor

(212) 849-3233

Patrick Shovlin, CFP®

Patrick Shovlin, CFP®

Financial Planner | Wealth Management Advisor

(212) 631-2079

Ryan Young, CFP®

Ryan Young, CFP®

Wealth Management Advisor

(212) 849-3236

Anthony Levine

Anthony Levine

Wealth Management Advisor

(212) 578-2090

Erik Lora

Erik Lora

Wealth Management Advisor

(203) 872-0459

Sean Dunleavy

Sean Dunleavy

Wealth Management Advisor

(212) 849-3242

James Rea

James Rea

Wealth Management Advisor

(212) 849-3245

Aiden Horn

Aiden Horn

Wealth Management Advisor

(646) 437-8924

Michael DiFillipo

Michael DiFillipo

Wealth Management Advisor

(212) 849-3100

Paul LoCascio

Paul LoCascio

Financial Services Representative

(212) 578-2062

Support Leads

Chyna Dama

Chyna Dama

Practice Manager

(212) 922-1287

Rae Evju

Rae Evju

Practice Manager

(212) 922-1271

Nick Kavallieratos

Nick Kavallieratos, CLU®, ChFC®

Practice Manager

(212) 578-2060

Support Team

Stephanie Weiss

Stephanie Weiss

Client Services Associate

(212) 922-1323

Willa Kaufman

Willa Kaufman

Client Services Associate

(212) 922-1342

Matthew Ansell

Matthew Ansell

Client Services Associate

(212) 922-0041

Arelis LeBron

Arelis LeBron

Client Services Associate

(631) 502-4750

Aimee Libby

Aimee Libby

Client Services Associate

(212)-578-2363

Lana Morozova

Lana Morozova

Client Services Associate

(914) 372-2923

Anthony Caturano

Anthony Caturano

Business Development Associate

(631) 489-3889

Nolan Walters

Nolan Walters

Business Development Associate

(631) 319-8628

Wealth Strategies Team

Jeremy Hus

Jeremy Hus

Vice President, Financial Planning

Matthew Teel

Matthew Teel, CFP®, CLU®

Senior Vice President, Risk Management

Kathleen A. Cassidy

Kathleen A. Cassidy, J.D.*

Vice President, Estate Planning

John Foreman

John Foreman

Vice President, Investments

Niko Vamvakas

Niko Vamvakas

Vice President, Retirement Planning

Greg Wachter

Greg Wachter

VP, Risk Management

Beverly Wright

Beverly Wright

VP, Worksite Benefits

Joseph Payette

Joseph Payette

Vice President, Retirement Planning Solutions

*Licensed but not practicing

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Towards Financial Clarity

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