Phone: 908-583-8610 Email: email@example.com
Roy is President & Founder and a principal owner of Prestige Wealth Management Group, and has over 30 years of professional experience in financial planning and investment management. He holds the Chartered Financial Consultant designation through the American College in Bryn Mawr, PA, and earned his degree in finance from Lycoming College in Williamsport, PA. Roy is also a member of the Financial Planning Association and the Society of Financial Service Professionals.
Roy is recognized for his knowledge and experience in the financial industry, and his insights have been featured on CNBC and Fox Business News, as well as The Wall Street Journal, Dow Jones Newswires, SmartMoney and Reuters. Locally, his insights have appeared in The Star-Ledger, The Hunterdon County Democrat, The Courier News and other respected publications.
Throughout his career, Roy has achieved several industry accolades, including being named to Barron’s Top 1,000 Advisors* for 2009, 2010, 2011, 2014 & 2015. In a 2010 issue of Registered Rep. Magazine, he was named one of the Top 100 Independent Advisors in America.** In the January edition of New Jersey Monthly, Roy was recognized as a Five Star Wealth Manager for the third year in a row.*** He also has been named Best-In-State Wealth advisor by Forbes/SHOOK in 2019, 2020, and 2021.
Roy enjoys family travel, and is also passionate about horses, boating, fishing, fine wine, fine dining and barbecuing at home. He participates in CrossFit, spinning and hiking, and is active in fund raising activities for local charities such as the Bonnie Brae School and Residential Treatment Center and the Hunterdon Medical Center. Roy is very involved in the community of Flemington, and Hunterdon County in general, as an active member of the Hunterdon County Chamber of Commerce, Flemington Lions Club and 200 Club of Flemington, and as a former board member of SAFE in Hunterdon.
Roy has recently published his first book, Only Retire Once: How to Avoid the 9 Deadly Mistakes of Retirement. For more information, CLICK HERE.
Phone: 908-583-8612Email: firstname.lastname@example.org
John joined Prestige in 2012 with 14 years of professional wealth management experience. John graduated from Stockton College with a B.S. in Business, and is a CERTIFIED FINANCIAL PLANNER™ and is a licensed Insurance Representative with FINRA Series 7 and 66 registrations. Prior to joining Prestige, John was a Wealth Manager at Merrill Lynch providing financial solutions for families and small businesses. As a Wealth Advisor and Managing Director, John develops unbiased strategies and recommendations for client’s complex financial needs.
John is a member of the Financial Planning Association, the CFA Institute and the New York Society of Security Analysts. In his spare time, he enjoys spending time with his family, playing golf and other outdoor sports, and rooting for the Jets. John also enjoys giving back to the community and is involved with various charities including the American Cancer Society, St. Joseph’s Children’s Hospital, The Ladybug Foundation and Arts Horizons.
Phone: 908-583-8609Email: email@example.com
Michael graduated from James Madison University with a Bachelor of Business Administration in Finance and has over 10 years of financial services experience. Michael is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, an IRS Enrolled Agent(EA), an Equity Compensation Associate(ECA), a Certified Exit Planning Advisor(CEPA), and holds Series 7, Series 66, and Series 24 registrations from the Financial Industry Regulatory Authority (FINRA), as well as holding New Jersey Life, Health, and Accident insurance licenses.
Prior to joining Prestige, Michael worked at Wells Fargo within their Commercial Real Estate group where he was the lead equity underwriter for over $700MM in multifamily real estate investments. In this role, he was responsible for structuring and analyzing the feasibility of each investment identifying both the risk and profit metrics of each deal. Prior to that, he worked as a Credit Analyst for Ambac Assurance Corporation performing credit analysis on a wide variety of financial products ranging from real estate projects to municipal bonds. In his spare time, Michael enjoys spending time with his wife Anna, daughter Avery, and son Jacob. He is also an avid Brazilian Jiu-Jitsu practitioner who enjoys training and competing in tournaments nationwide.
Phone: 908-583-8615Email: firstname.lastname@example.org
Alyssa joined Prestige in 2013 as a Wealth Advisor to work alongside our team in meeting with clients and helping them meet their financial goals. Prior to joining Prestige, Alyssa worked as a Financial Planner in the wealth management industry for seven years. Before that, she was a financial analyst in the insurance industry, where she was responsible for analyzing the financial statements of both privately held and publicly traded companies.
Alyssa holds the CFP® certification, is a member of the New Jersey Financial Planning Association (FPA), and has the FINRA Series 65 & 7 designations. She also has her Chartered Financial Analyst (CFA) certification. Alyssa also holds an NSSA® certificate which provides her with the knowledge to counsel clients on the best way to claim Social Security benefits in order to optimize their lifetime Social Security income. She is also a notary public. In her spare time, she enjoys spending time with her husband, daughter, and son on their farm.
Phone: 908-583-8605Email: email@example.com
Paul R. Esposito is the Senior Portfolio Manager at Prestige Wealth Management Group, and has over a decade of investment management experience. Paul is responsible for global capital market research, formulating both strategic and tactical asset allocation recommendations as well as conducting fund manager due diligence.
Prior to joining Prestige, Paul was the Portfolio Manager for Alliance Wealth Management Group in Flemington, NJ. In this role, he was responsible for creating the firm’s investment process and managing all client portfolios. He was also a Portfolio Manager for the Northeast Region of Wells Fargo’s Trust Department in Wilmington, DE., where he managed trust and private wealth accounts exceeding $400 million dollars. Paul began his career at Vanguard in Malvern, PA, where he provided wealth management services to both institutional and individual high net worth clients.
Paul earned his Bachelor of Science degree in Finance from the Haub School of Business at St. Joseph’s University in Philadelphia, PA. He also holds both the Chartered Financial Analyst (CFA®) and Certified Financial Planner ™ (CFP®) designations and is an active member of the CFA Society of Philadelphia.
In his free time, Paul enjoys spending time with his wife Nicole and twin daughters, Ava and Tessa as well as SCUBA diving and saltwater fishing. He also volunteers his time to a number of charities including Project Santa, a toy drive for a local women’s shelter.
Phone: 908-583-8640Email: firstname.lastname@example.org
Joe’s 25 years of tax experience in both private and public companies, as well as lead roles held in the Tax and Business Advisory Consulting sector, and being a member of the Federal and State Tax Audit group for a Fortune 500 pharmaceutical company, brings a valuable resource to Prestige.
Joe graduated from Fairleigh Dickinson University with an M.B.A in Accounting and Taxation. He was appointed Treasurer and then Vice President for the Tax Executives Institute’s NJ Chapter.
Joe has resided in Hunterdon County for over 20 years. When he’s not spending time with his family, he enjoys working on classic cars and motorcycles. He is also experienced at sporting clays. He is a lifelong NY Giants and Yankees fan and very knowledgeable in sports trivia.
Phone: 908-583-8621Email: email@example.com
Sara is responsible for providing income tax and accounting services to Prestige Wealth Accounting Group’s individual and business clients.
Prior to joining Prestige Wealth Accounting Group, Sara served as a staff accountant for three years in a public accounting firm. Sara graduated from Berkeley College with a B.S. in Accounting and she received her M.B.A. with a concentration in Accounting from Strayer University. Sara is currently pursuing the CPA designation.
In her spare time, Sara enjoys spending time with her husband and daughter. Her hobbies are photography and makeup artistry.
Phone: 908-583-8603Email: firstname.lastname@example.org
Cherie graduated from the University of California Irvine with a degree in Criminal Law, and has over fifteen years of professional experience in financial services. Prior to joining Prestige, Cherie was a Senior Internal Wholesaler for annuity firms American Skandia and Sage Life. At Prestige, Cherie’s focus is on maintaining and developing client relationships and managing special company projects. She recently obtained her Life & Health Insurance license as well.
Cherie enjoys traveling, interior decorating, cooking, entertaining, playing the piano and spending time with her son. Cherie is actively involved in her church and volunteers as a catechist teaching a children’s PREP course.
Phone: 908-583-8622Email: email@example.com
Nathaniel graduated from Metropolitan State University of Denver with his BS in Finance and a concentration in Financial Services. He currently holds his Series 7, 24 and 66 registrations from the Financial Industry Regulatory Authority (FINRA). He joined Prestige after working with an Asset Management firm in New York where he gained experience trading client accounts and assisting advisors with operational needs as a Trading and Operations Associate. His responsibilities at Prestige include improving the client experience from an operational standpoint and ensuring all clients receive the service they have come to expect.
Nathaniel enjoys going to concerts, watching almost all comedies, playing poker, and following New York sports. He is a diehard Yankees fan and enjoys going to their games.
Phone: 908-583-8602 Email: firstname.lastname@example.org
Eileen joined Prestige in June 2008. Her responsibilities include welcoming clients, telephone reception and customer service. She graduated from St. John’s University with a degree in Communication Arts. Throughout her career she has worked as an Administrative Assistant for advertising and marketing firms in New York City and New Jersey.
In her spare time, Eileen enjoys traveling (especially cruising), and spending time with her family and friends.
I'm the newest member to join our firm. Over the last 20 years, I have held several positions, such as Office Manager, Finance Manager & Administrative Director. At Prestige, I will be responsible for all phases of Office Management, Human Resources, Administrative Assistance & Internal Finance. For my undergrad, I attended Florida State University & majored in Finance.
I enjoy spending time with my husband Bobby & 7-year-old daughter Brianna. In my spare time, I love to entertain, travel and volunteer at my daughter’s school.
Stacy Riley joined Prestige October 2021 as their marketing coordinator to help assist in their marketing and brand awareness efforts. Prior to Prestige, Stacy worked as a Director of Sales and Marketing for Marriott Hotels in Bridgewater, NJ. Stacy is a graduate of Rutgers University, where she earned her degree in Human Ecology & a minor in US history.
In her spare time, Stacy enjoys spending time with her 3 girls, coaching her daughter's travel softball team, and also traveling for club volleyball, gymnastics & softball. Stacy is a huge Notre Dame, Eagles, & Yankee fan and enjoys taking her girls to these sporting events. Stacy is a lover of wine and loves to dine out with friends & family.