Debi Anderson MACRO Consulting Group

Debi Anderson

May 13, 2020

Mark Cortazzo, CFP®, CIMA®

As our Receptionist, Debi Anderson is the first to greet you at our office and often the first voice you hear on the phone. Debi’s diverse administrative background includes the educational field, the legal industry,...

Omar-Bokhari

Omar Bokhari

August 14, 2019

MACRO Consulting Group

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...

Maureen Falgiano

Maureen Falgiano

February 28, 2019

MACRO Consulting Group

Maureen Falgiano is Director of Annuity Services where she assists our team of Financial Advisors in making client recommendations and offering advice and services to the firm’s annuity client base. Maureen has 30...

Don-Korpos

Don Korpos

April 2, 2019

MACRO Consulting Group

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. In addition, Don also...

John-Morace

John Morace

August 14, 2019

MACRO Consulting Group

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...

Joel-Morales

Joel Morales

April 9, 2019

MACRO Consulting Group

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...

Joy-Morgan

Joy Morgan

August 13, 2019

MACRO Consulting Group

As Senior 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...

Kristie-Rheuport

Kristie Rheuport

April 9, 2019

MACRO Consulting Group

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...

Lan-Song

Lan Song

April 2, 2019

MACRO Consulting Group

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...

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