Broker Check

(212) 922-0633

Thanks to the trust and confidence valued clients like yourself have placed in us our financial advisory practice has evolved and grown over the years. We have built a team of quality service and support professionals with the goal of transforming our practice to better serve the needs of our clients not just for today but the future.  Barnum Premier Client Group offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Bryan Rosen

Bryan A. Rosen, AIF®, CASL®

Financial Planner, Financial Services Executive, Investment Advisor Representative

(212) 922-0633

David Cohen

David Cohen

Financial Advisor, Financial Services Representative, Investment Advisor Representative

(212)578-3932

David Moss, RICP®

David Moss, RICP®

Financial Services Representative, Registered Representative, Investment Advisor Representative

(212) 922-0023

Jason Bayuk, CFP®

Jason Bayuk, CFP®

Financial Planner, Financial Services Executive, Investment Advisor Representative

(212) 922-0053

Support Team

Chyna Dama

Chyna Dama

Team Marketing and Business Development Manager

(212) 922-1287

Willa Kaufman

Willa Kaufman

Team Operations Coordinator

212-922-1342

Resources

Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®

Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®

Vice President, Financial Planning

John Foreman, MBA, CIMA®

John Foreman, MBA, CIMA®

Vice President, Investments

Kathleen A. Cassidy, J.D

Kathleen A. Cassidy, J.D

Vice President, Advanced Markets

Matthew Teel, CFP®, CLU®

Matthew Teel, CFP®, CLU®

Senior Vice President

Other Resources

*Brian Liebowitz and Melissa Stark are not affiliated with Barnum Premier Client Group  You can elect to work with whatever adviser, real estate agent or mortgage company you choose.

Brian Liebowitz

Brian Liebowitz

CEO, Affordable FInancial Services, LTD

631-233-8705

Melissa Stark

Melissa Stark

Daniel Gale Sotheby's International Realty

516883-2900