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...
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...
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...
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...
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...
As Senior Client Relations 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 various roles within the...
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...
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’...
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...
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...
As Portfolio Administrator & Billing Specialist, Kristie Rheuport is responsible for the timely and accurate processing of MACRO Consulting Group’s trading activity and the reconciliation and maintenance of trading records...
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...
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...
As a Client Relations Specialist, Faith works alongside the Director of Client Services to provide exceptional client service. Before joining the MACRO team in 2017, she worked as a Client Services Assistant at a financial planning...
As Client Relations Specialist, 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...
Joel Morales is the Business Development Specialist at MACRO Consulting Group. In this role, he is responsible for building and maintaining the firm’s relationships with various institutions while also working to identify...
Christopher Moffett, CFA, is the Portfolio Manager at MACRO Consulting Group and brings more than a decade of experience in equity research to the firm’s Investment Team. In his role, Chris conducts due diligence on potential...
As Executive Assistant at MACRO Consulting Group, Joy Morgan provides steadfast support for Senior Partner Mark Cortazzo, CFP®, CIMA®. Prior to joining MACRO Consulting Group, Joy acquired more than two decades of experience...
In her role as Client Relations Specialist, Jessica Williams works alongside the Director of Client Services to develop and maintain exceptional client relationships. In all areas of life, Jessica believes that everyone should have the...
As Operations & Data Support Specialist, John Morace provides administrative support for MACRO Consulting Group’s data management system and secure document portal. He works closely with the Portfolio Administrator and...
In his role as Advisor Research Specialist, Omar Bokhari works closely with the Advisors and Investment Committee on conducting quantitative research and analysis. Prior to joining the MACRO team, Omar interned at a technology company...