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 also currently serves as a leader on NAPA’s Government Affairs Committee, advocating on behalf of the industry in front policymakers and elected officials.

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.

Howard Rosenbaum has spent more than two decades working in the corporate retirement business. He specializes in due diligence reviews, ongoing fiduciary guidance and support, provider selection and management in dealing with employee benefit programs across the spectrum.

He maintains FINRA Series 6, 7 and 63 securities registration and is a registered member of the American Society of Pension Professionals & Actuaries (ASPPA®).

Howard graduated from the University of California at Los Angeles with a B.A. in Sociology and an emphasis on Business. Outside of work, he enjoys spending time with his fiancé Cheryl, his daughter Alexa and son Asher. When not traveling to his family favorite destination, Disney World, Howard spends time perfecting the process of using his smoker to cook pulled pork, beef brisket and the best Thanksgiving turkey you will ever have.

Jacques Samuels has over 18 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.

After graduating from Washington and Jefferson College with a Bachelor of Science with a degree in Business Management. Jason began his career with Merrill Lynch in 1988 on the corporate bond trading desk and then found his way into the financial advisory program. In 2001, Jason then transitioned his business to the Private Client Group of UBS in Westfield, NJ and again in 2008 as he joined Morgan Stanley to offer his clients more innovative products and services.

In 2019, Jason became part of a larger team as he moved his practice to Bridgehaven Financial Advisors, an independent practice affiliated with Wells Fargo Advisors Financial Network. At Bridgehaven, Jason is able to leverage team resources and the wealth management platform to deliver holistic strategies and services to affluent families and closely held businesses.

Jason grew up in Brooklyn and now resides in Westfield, NJ with his wife Nadine and two children, Allison and David. Jason is an avid tennis player and will ski throughout the winter months when possible. In addition, Jason is a fountain of knowledge when it comes to audio and visual technology. If you are looking for more information on the latest and greatest gadgets, Jason may be a great resource for you.

After graduating from Pace University with a Bachelor of Business Administration in Finance, Mark began his career with Merrill Lynch in 1993 within the Corporate Institutional Client Group. He then transitioned to the Private Client Group of UBS in 2003 with his brother-in-law, Fred Jaramillo. In 2010, Mark and Fred joined Morgan Stanley to create the Rodrick Jaramillo Group as they expanded services beyond traditional investments. Mark cultivated strong long term relationships with his network of business contacts and non-profit organizations to help build their advisory practice.

In 2019, Mark and Fred became part of a larger team as they moved their practice to Bridgehaven Financial Advisors, an independent practice affiliated with Wells Fargo Advisors Financial Network. At Bridgehaven, Mark is able to leverage an excellent wealth management platform to deliver holistic strategies and services to affluent families, closely held businesses and non-profit organizations.

Mark has always been charitably inclined and continues to volunteer in numerous capacities for various philanthropic organizations. Mark is member on the Board of Trustees for the Hudson County Community College Foundation and the Zimmerli Art Museum at Rutgers University as well as Chairman of the Board for the Jersey City Museum.

Mark was born and raised in Jersey City, where he met his wife Nancy. He now lives in Springfield, NJ and has two beautiful daughters, Sarah and Rachel. When time allows, you will find Mark deep-sea fishing on his boat.


CA Insurance License Number: 0L46739. Resident State NJ.

After graduating from Pace University with a Bachelor of Business Administration in Finance, Fred began his career with UBS PaineWebber in 2000 as an internal auditor within the compliance department. He then transitioned into wealth management at UBS in 2003 and teamed up with his brother-in-law, Mark Rodrick. In 2006, Fred attained an Executive Certificate in Financial Planning from Fairleigh Dickinson University. In addition, after a rigorous study program Fred earned the CERTIFIED FINANCIAL PLANNER® certification in 2007. In 2010, Fred and Mark joined Morgan Stanley to create the Rodrick Jaramillo Group as they expanded services beyond traditional investments. As a CFP® professional, Fred is committed to working in one’s best interest as he provides sound investment advice and builds comprehensive financial plans for clients.

In 2019, Fred and Mark became part of a larger team as they moved their practice to Bridgehaven Financial Advisors, an independent practice affiliated with Wells Fargo Advisors Financial Network. At Bridgehaven, Fred is able to leverage the product and service platform and deliver holistic wealth management strategies to affluent families, closely held businesses and non-profit organizations.

Fred lives in Springfield, NJ with his wife Lisa and his two children, Christian and Anna. As an avid sports fan, you may find Fred at the stadium supporting the New York Mets and the New York Jets. In addition, Fred enjoys taking road trips with his family as they explore various parts of the country.


CA Insurance License Number: 0L43542. Resident State NJ.

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.