President and Chief Investment Officer
Institutional Plan Fiduciary Consultant
Bridgehaven Fiduciary Partners was created to focus primarily on the institutional corporate retirement business. As President and Chief Investment Officer, Peter’s primary role will evolve around building an investment menu philosophy as well as selection and recommendation of investment options. Peter will also provide general investment guidance to plan participants as needed. In addition, Peter is responsible for managing the business relationship with Wells Fargo Advisors Financial Network as it applies to industry regulation and compliance.
Peter is a graduate of Seton Hall University, where he received his Bachelor of Science degree in Finance. Peter has passed Series 3, 7, 9, 10, 63, and 65 security registration exams. He is licensed as an insurance professional with experience in Life, Health, Disability and Long-Term Care insurance. Peter has attained the Chartered Financial Consultant® (ChFC®) professional designation from the American College, is an Accredited Investment Fiduciary (AIF®) and is an Institutional Plan Fiduciary Consultant. In addition, Peter is a CERTIFIED FINANCIAL PLANNER™ professional as authorized by the Certified Financial Planner Board of Standards.
Peter began his finance career at Bank Brussels Lambert located in New York City as a currency trader and portfolio risk manager. After ten years in banking and trading, Peter's career focus changed when he joined Smith Barney as a Financial Advisor in 1999. In 2006, Peter established an independent financial advisory practice named Bridgehaven Financial Advisors which continues to serve high net worth individuals, business owners and corporations with comprehensive wealth management strategies and solutions.
Peter resides in Berkeley Heights, NJ, with his wife of over 30 years and has three grown children, Frank, Christina and Michael. Peter enjoys the beach, traveling with his family and playing golf when time permits.
Peter Bruno is currently securities licensed in 35 states including his home state of domicile and principal place of business, New Jersey.
CA Insurance License Number: 0G97375. Resident State NJ.
Greg Marsh, a founding principal 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 licenses 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.
He has earned the Certified Retirement Services Professional Designation (CRSP) and 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.
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 company 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 Simpson Baber Foundation for the Autistic, for the Hudson County Community College Foundation and for the Zimmerli Art Museum at Rutgers University. In addition, Mark serves 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 company 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.
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 company 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.
Anthony grew up in Brooklyn and began his Wall Street career in 1993. After seventeen years of working in New York City, Anthony joined the Westfield NJ office of Morgan Stanley. A decade later he moved his practice and became part of a larger team at Bridgehaven Financial Advisors, an independent company affiliated with Wells Fargo Advisors Financial Network. Anthony focuses on wealth management for individuals specializing in relevant growth portfolios and an array of income investments. Building individually tailored portfolios and establishing close relationships with his clientele is his passion.
Anthony lives in Clark, NJ with his wife, Nickie, and their two children, Anthony Jr. and Sofia, along with Douglas the dog. Anthony spent many years coaching his son’s travel baseball team and is an avid sports fan. Anthony is a Master Mason, can be seen on the golf course a few times a year and has been known to play poker and other card games occasionally. He also enjoys cooking and traveling.
Cathy joined Bridgehaven Financial Advisors in November of 2014 as Branch Administrator. Having worked with Peter Bruno at Bank Brussels Lambert in the 1990s, Cathy remained a longtime friend and client of Peter’s until the opportunity arose for her to join the Bridgehaven family as the company expanded. 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. For those that come and visit us, Cathy will be happy to prepare a light breakfast or lunch as we conduct client meetings.
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 volunteers regularly at the Robert Mascenik Elementary School in Iselin, NJ.
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