Team

Our success is the result of a set of highly experienced and talented individuals who comprise an extraordinary team. Our staff is larger than most by design. As such, we can listen and respond to client needs, as well as conduct valuable research on market trends and the myriad of products and services available.

Advisors & Investment Management

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...

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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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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...

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Thomas Moyer, CFP®

Senior Financial Advisor

Tom Moyer, CFP® is a Senior 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...

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Stephen Esposito, CFP®

Senior Financial Advisor

Stephen Esposito, CFP® is a Senior 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...

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Andrew Despotakis, CFP®

Financial Advisor

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

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Client Service

Maureen Falgiano

Director of Client Services

The Client Service team is led by Maureen Falgiano. As the Director of Client Services, Maureen ensures every client interaction within the firm upholds MACRO Consulting Group’s superior service standard while consistently...

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Mandie Myers

Client Relations Manager

Client Relations Manager Mandie Myers acts as a liaison between clients and their respective advisor. Service is an integral part of her core values and she enjoys helping clients work towards their financial goals. Mandie joined MACRO...

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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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Christina Dreitlein

Client Relations Manager

Christina Dreitlein acts as a liaison between clients and their respective advisor. With her friendly and outgoing personality, she works diligently to provide exceptional client service. Chris has been working in the finance industry...

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Keira DeCourcy

Associate Client Relations Manager

As Associate Client Relations Manager, Keira works alongside the Director of Client Services to provide exceptional client service. Keira joined MACRO Consulting Group in 2017 with over ten years of experience in the financial services...

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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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Faith Ryan

Client Coordinator

As a member of the Client Service Team, Client Coordinator Faith Ryan handles the creation, processing, and follow up of client paperwork in support of the Client Relations Managers. Before joining the MACRO team in 2017, she worked as...

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Operations

Heidi Heath, IAACP®

Chief Compliance Officer

As the Chief Compliance Officer of MACRO Consulting Group, Heidi Heath 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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Don Korpos

Office & Facilities Manager

As the Office & Facilities Manager, Don Korpos is primarily responsible for the effective management of MACRO Consulting Group’s operational systems, facilities, and accounts payable...

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Lan Song, CFP®

Paraplanner

Lan Song, CFP®, is responsible for performing client analyses to determine risk, reward, and opportunity in her role as Paraplanner at MACRO Consulting Group. She supports the MACRO advisors in providing in-depth analysis to...

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Lindsay Van Schepen

Marketing Communications Manager

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

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Lauren Fenske

Portfolio Administrator

As the Portfolio Administrator and member of MACRO’s investment operations team, Lauren is responsible for the timely and accurate processing of MACRO’s trading activity, the reconciliation and maintenance of trading...

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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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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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