10 Grand Central 155 E 44th Street,
12 th FL,
New York City,
Alex’s main focus is investment management, designing strategies to help our clients meet their financial goals, taking into consideration their personal situation and appetite for risk. After beginning his career with...
Co-Founder | Partner
Burak combines his own experience as an entrepreneur with his knowledge of financial planning to help business owners with the many opportunities and challenges they face both personally and professionally. He works to help them create...
As a Financial Planner, Caribel services the financial needs of individuals and businesses while looking to build long-term relationships...
Dorlis oversees to major areas for Vital Planning: marketing and operations. In her marketing role, she works on brand management including our website, marketing collateral and other initiatives. On the operations side, she leads our...
Edward has spent more than a decade helping individuals quantify their personal vision of financial success and developing integrated strategies to help them meet a lifetime of financial goals. He provides creative professional advice...
Heather is our Insurance Operations Coordinator. She navigates our clients through the underwriting process, provides high level servicing and supports our advisors in all aspects of business administration. Heather graduated from...
Ilyas provides clients with comprehensive financial planning including retirement savings and income generation, estate planning, investment management and asset protection. A cornerstone of his approach is his commitment to giving...
Vice President, Financial Planning
Jeremy leads a team that supports Barnum Financial Group and guides advisors to develop personalized wealth management plans and innovative solutions to meet their current and long-term goals. Jeremy earned the designations of...
Vice President, Investments
John is an employee of Barnum Financial Group. He works with Barnum advisors to develop and implement investment strategies tailored to meet each client’s personal needs, opportunities and goals. He began his career in 1999 with...
Vice President, Advanced Markets
Kate provides case design support in the areas of estate and business planning. She assists financial representatives in creating sophisticated personalized strategies for individuals, families, and businesses. Kate is an employee of...
As a Financial Planner, Lucas services the financial needs ofindividuals and businesses while looking to build long-termrelationships. He collaborates with his clients to determine theirfinancial goals and navigates through each of the...
Senior Vice President
Matthew is a valued resource in complex life, disability, and long term care insurance plan design. He emphasizes the use of insurance from a holistic wealth management perspective. His work focuses on using life insurance as a key...
Operations Manager | Investment Coordinator
Melanie is a client service associate with a focus on investments and financial planning service. Melanie was previously a controller for a major retailer overseeing high volume districts and distribution centers. She is a great asset...
Client Relationship Coordinator
Sally is our Client Relationship Coordinator. She supports our team with all aspects related to servicing our client relationships and any "potential " client relationships.
Sona’s area of focus is helping our clients develop a sound financial strategy for the future. Sona works extensively with medical professionals in all stages of their career helping them with the knowledge and insights they need...
Wealth Strategies Division