Greg Marsh, a founding partner of Bridgehaven Fiduciary Partners, has worked with retirement plan sponsors for more than 25 years. He brings expertise in plan design and regulatory compliance, plan administrative oversight, and investment selection and recommendation process.In 2013, Greg earned the Accredited Investment Fiduciary designation, which is awarded to industry professionals by the Center for Fiduciary Studies. 

Greg has a B.S. in Finance from American University. When he’s not working, he spends time with his wife Cristin and two sons, Lucas and Marcus. He enjoys fishing, boating, and other outdoor activities with his family, as well as his never-ending quest to improve his golf game.

Jacques Samuels has over 23 years of experience in employee benefits and retirement services. He currently specializes in plan design, employee communications, due diligence with ERISA regulations, and overall relationship management.

In addition, Jacques is a member of the American Society of Pension Professionals and Actuaries (ASPPA).

Jacques graduated from the University of Maryland with a B.S. in Human Resource Management and a minor in Communications. When he’s not at work, he is an avid film buff who also enjoys working out, watching football, and spending time with his wife and two children.

Michael graduated from Fairleigh Dickinson University in Florham Park, New Jersey with a degree in Finance and Economics. During his schooling, Michael acquired an internship with Smith Barney which sparked his interest in financial services. Upon graduation in 2004, Michael was hired by Smith Barney for a full-time position as a Client Service Associate. While at Smith Barney, Michael obtained Series 7, 63 and 65 security registrations with the intent of pursuing a career as a financial professional.

In 2006, Michael joined Bridgehaven Financial Advisors as Operations Manager and Senior Registered Associate. Michael works collaboratively with the entire advisory team and oversees the entire client experience from beginning to end. Michael provides continuous operational and transactional support while ensuring all complex client needs are addressed in the most efficient manner.

Also as part of Bridgehaven Fiduciary Partners, Michael assumes the role of Senior Investment Analyst. Michael works side-by-side with Peter as he provides preliminary research and analysis on all investments with regard to selection and recommendation.

Away from the office, Michael enjoys spending time at home with his wife, Amy, and his son Finnegan along with their pitbull rescue dog, Milo.

Cathy joined Bridgehaven Financial Advisors in November of 2014 as Branch Administrator.  Cathy has been a longtime friend and a client of of the practice until the opportunity arose for her to join the Bridgehaven family. Amongst her duties of managing the branch calendar and ensuring the office runs smoothly, Cathy may be the first person you hear or see when reaching out to the office. 

After leaving the financial industry in the early 2000s to raise her children, Cathy worked as a Religion Education Teacher and Office Assistant at Saint Andrews Church in Avenel, NJ. Prior to that, Cathy was employed by ING Barings Corporation and Bank Brussels Lambert on Wall Street. As Vice President of Treasury, Cathy was responsible for capital generation utilized to fund company operations including loans, foreign exchange, and corporate bond purchases. She also initiated interbank currency borrowing and lending through federal funds and traded short-term bond futures.

Cathy spends her free time with her two children, Alice and Michael, and volunteering at the local church and animal shelter.