T: 212-485-1536 | F: 212-485-1537

Biographies

Partners

Thomas J. Fanning, Sr.

Co-Managing Partner

James R. Fitzgerald

Co-Managing Partner

Executives

Heather Fanning Geyer

Chief Operating Officer

Vice Presidents

Vice President, Estate & Business Planning

Vice President, Estate & Business Planning

Directors

Chris R. Halvey, ChFC ®, CLU ®

Director, Insurance & Case Design

Diane Carnesi Giddens

Director, Underwriting

Keith McMahon

Director, Estate & Business Analysis

Katherine A. Bachmann

Director, Client Development

Jeremy Nagler

Director, Asset Analysis

Matthew Coleman

Director, Group Medical and Property & Casualty

Robert S. Mathes

Managing Director

Administration

Maryann Tusa

Executive Assistant to Thomas J. Fanning, Sr.

Amanda Kahane

Executive Assistant to Alexander Shapses

Jessica Varkey

Client Services Associate

Lisa Siegfried

Receptionist/Office Manager

JR Repetti

Associate

Emilie Marshall

Client Development Associate

John Decabia

Associate

Charlotte Ricci

Associate