Broker Check

Team

 

Mark Cortazzo, CFP®, CIMA®

Senior Partner / Senior Financial Advisor

Mark Cortazzo, CFP®, CIMA® is the Senior Partner of MACRO Consulting Group. He is a CERTIFIED FINANCIAL PLANNERTM professional and holds the “Certified Investment Management Analyst®” designation. He offers expert financial advice

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Thomas Moyer, CFP®

Senior Financial Advisor

Tom Moyer, CFP® is a Financial Advisor at MACRO Consulting Group. Tom brings 20+ years of experience in the financial services industry with expertise in planning, wealth distribution management, stock options, deferred compensation

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Myles Pugliese, CFP®

Financial Advisor

Myles Pugliese, CFP® is a Financial Advisor at MACRO Consulting Group. In this role, Myles maintains all aspects of the client relationship including conducting client review meetings. He actively monitors clients’ investments...

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Nick Spagnoletti, Jr., CFP®

Partner / Senior Financial Advisor

Nick Spagnoletti, CFP® is a Partner at MACRO Consulting Group. His expertise in the areas of pre- retirement planning and insurance, combined with his business savvy have afforded him a successful career as a financial planner.

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Maureen Falgiano

Senior Client Relations Manager

The Client Service team is led by Senior Client Relations Manager Maureen Falgiano. Maureen ensures every client interaction within the firm upholds MACRO Consulting Group’s superior service standard while consistently providing...

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Christina Dreitlein

Associate Client Relations Manager

Christina Dreitlein acts as a liaison between clients and their respective advisor. With a friendly and outgoing personality, she works alongside the Senior Client Relations Manager to provide exceptional client service. In addition,...

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Lauren Fenske

Client Coordinator

As a member of the Client Service Team, Client Coordinator Lauren Fenske handles the creation, processing, and follow up of client paperwork in support of the Client Relations Managers. In addition, Lauren works closely with the Chief...

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Allison Kass

Client Coordinator

As a member of the Client Service Team, Client Coordinator Allison Kass handles the creation, processing, and follow up of client paperwork in support of the Client Relations Managers. With over 35 years of experience working in...

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Cristie Powers

Client Relations Manager

As a Client Relations Manager, Cristie Powers acts as a liaison between clients and their respective advisor. Her positive and cheerful personality makes her a great fit for the position. With an extensive background in client service...

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Christine Sneyer

Client Relations Manager

As a Client Relations Manager, Christine Sneyer acts as a liaison between clients and their respective advisor. Her goal is to provide a superior client experience while focusing on seamless operations. Christine joined MACRO...

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Mark Peixoto

Chief Operating Officer

Mark Peixoto is the Chief Operating Officer at MACRO Consulting Group. He brings over twenty years of experience in strategic planning and management in the financial services industry. As the Chief Operating...

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Heidi Heath, IACCP®

Chief Compliance Officer

As the Chief Compliance Officer of MACRO Consulting Group, Heidi Heath, IACCP® works towards ensuring MACRO's advisors and staff remain informed about and trained on changing industry regulations and requirements. She also serves as...

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Andrew Despotakis

Research Assistant

As Research Assistant, Andrew Despotakis works alongside the Financial Advisors to assist with custom projects requiring quantitative research, analysis, and thoughtful modeling. Andrew has a bachelor’s degree in both Financial Planning...

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Don Korpos

Operations Manager

Working alongside the Chief Operating Officer, Operations Manager Don Korpos is responsible for MACRO Consulting Group’s operational systems, technology, and facilities. He manages all licensing for the firm and is always willing to...

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Diana Little

Receptionist

As our Receptionist, Diana Little is the first to greet you at our office and often the first voice you hear on the phone. Diana joined MACRO in 2013 with over 40 years of experience in customer service across a variety of industries...

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Kristie Rheuport

Data Support

In the Data Support role, Kristie Rheuport provides administrative support for MACRO Consulting Group’s data management system and secure document portal. She works closely with the Portfolio Data Manager and collaborates with the...

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Lan Song, CFP®

Portfolio Data Manager & Paraplanner

As the Portfolio Data Manager & Paraplanner at MACRO Consulting Group, Lan Song, CFP® performs analyses and creates reports pertaining to our clients’ planning needs. She works with potential clients to complete the initial analysis of...

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Lindsay Van Schepen

Corporate Communications Specialist

As Corporate Communications Specialist, Lindsay Van Schepen ensures a high level of quality is maintained in all communications, adhering to corporate brand standards and compliance requirements. In addition she is involved with the...

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Stephen Esposito, CFP®

Financial Advisor

Stephen Esposito, CFP® is a Financial Advisor at MACRO Consulting Group. In this role, Steve maintains all aspects of the client relationship. As a member of MACRO’s elite advisor team, Steve works collectively to determine clients’ needs

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Gary Ribe, CFA, CFP®

Chief Investment Officer

Gary Ribe, CFA, CFP®, is the Chief Investment Officer at MACRO Consulting Group. He brings over 10 years of experience in investment management to MACRO’s Investment Team. In his role, Gary chairs our Investment Committee, manages...

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