fmarzano@gmadvisorygroup.com
(631) 227-3900 ext 100
Frank joined GMAG in the mid-1990s with a vision to create an integrated financial services organization specializing in serving the unique needs of high net-worth individuals, corporate executives, and family-owned businesses.
Today, as the firm's managing principal, Frank works with clients to design financial planning and wealth management strategies that help them achieve their aspirations and objectives. His extensive background in financial planning, accounting, and investing allows him to offer the type of comprehensive advice that best builds and preserves client assets.
Frank holds several important professional designations, including certified financial planner (CFP®), certified public accountant (CPA), and certified investment management analyst (CIMA®), along with academic degrees in taxation and accounting. He also belongs to numerous professional financial associations.
Under Frank's leadership, GMAG has been named as one of the nation's top financial advisory firms, and he has been featured in publications such as Barron's, Wealth Manager, Business Week, Money Magazine, Investment News, and Financial Advisor Magazine.
For Frank P. Marzano’s in-depth biography, please download a copy.
Management Team
Frank P. Marzano
Managing Principal
Emily Alessio
Director of Operations
Danielle Siano
Office Manager
Investment Team
Edward L. Vallar
Director of Strategy and Research
Bruno J. Fellin
Director of Portfolio Management
Christopher A. Basta
Managing Director
Frank J. Lavrigata
Research Analyst
Brian Comiskey
Research Analyst
Client Service Team
Dorothy Piccirillo
Client Relationship Manager – Transition Management and Custodian Relations
Lyndsey Gorham
Client Relationship Manager
Kristine Boduch
Client Relationship Manager
Maureen Goff
Client Relationship Manager
Nellie Chu
Client Relationship Manager – Fund Services
Suzanne D'Angelo
Controller
Dana Larson
Administrative Assistant