Bridgehaven Fiduciary Partners
  • Home
  • Meet the Team
  • Retirement Consulting Services
  • Plan Sponsor
  • Plan Participants
  • Financial Wellness Resources
  • Firm Awards & Recognition
  • Contact Us

Advisory Team and Associates

 Peter Bruno, CFP®, ChFC®, AIF®

Peter Bruno, CFP®, ChFC®, AIF®

    • President
     Peter Bruno, CFP®, ChFC®, AIF®

    Peter Bruno, CFP®, ChFC®, AIF®

      • President

      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.

      Contact

      • Send a Message
      • 908.504.2046

      Education

      • Bachelor of Science in Finance, Seton Hall University
      Gregory J. Marsh, AIF®

      Gregory J. Marsh, AIF®

        • Managing Director
        Gregory J. Marsh, AIF®

        Gregory J. Marsh, AIF®

          • Managing Director

          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.

          Contact

          • Send a Message
          • 908.504.2045

          Education

          • Bachelor of Science in Finance, American University in Washington D.C.
          Howard J. Rosenbaum

          Howard J. Rosenbaum

            • Retirement Planning Consultant
            Howard J. Rosenbaum

            Howard J. Rosenbaum

              • Retirement Planning Consultant

              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.

              Contact

              • Send a Message
              • 908.504.2049

              Education

              • Bachelor of Arts in Sociology, University of California at Los Angeles
              Jacques Samuels

              Jacques Samuels

                • Retirement Planning Consultant
                Jacques Samuels

                Jacques Samuels

                  • Retirement Planning Consultant

                  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.

                  Contact

                  • Send a Message
                  • 908.574.0213

                  Education

                  • Bachelor of Science in Human Resource Management, University of Maryland
                  Mark S. Rodrick

                  Mark S. Rodrick

                    • Vice President
                    • Senior Financial Advisor
                    Mark S. Rodrick

                    Mark S. Rodrick

                      • Vice President
                      • Senior Financial Advisor

                      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.

                      Contact

                      • Send a Message
                      • 908.800.0568

                      Education

                      • Bachelor of Business Administration in Finance, Pace University
                      Fred Jaramillo, CFP®

                      Fred Jaramillo, CFP®

                        • Vice President
                        • Senior Financial Advisor
                        Fred Jaramillo, CFP®

                        Fred Jaramillo, CFP®

                          • Vice President
                          • Senior Financial Advisor

                          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.

                          Contact

                          • Send a Message
                          • 908.800.0569

                          Education

                          • Bachelor of Business Administration in Finance, Pace University
                          Jason Sprung

                          Jason Sprung

                            • Vice President
                            • Senior Financial Advisor
                            Jason Sprung

                            Jason Sprung

                              • Vice President
                              • Senior Financial Advisor

                              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.

                              Contact

                              • Send a Message
                              • 908.800.0567

                              Education

                              • Bachelor of Science in Business Management, Washington and Jefferson College

                              Anthony P. Curcio

                                • Vice President
                                • Senior Financial Advisor

                                Anthony P. Curcio

                                  • Vice President
                                  • Senior Financial Advisor

                                  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.

                                  Catherine Tassone

                                  Catherine Tassone

                                    • Branch Administrator
                                    Catherine Tassone

                                    Catherine Tassone

                                      • Branch Administrator

                                      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.

                                      Contact

                                      • Send a Message
                                      • 908.574.0214
                                      • 58 Mount Bethel Road, Suite 204
                                        Warren, NJ 07059
                                      • 908.504.2050
                                        866.867.3859
                                        Send a Message
                                      • Home
                                      • Meet the Team
                                      • Retirement Consulting Services
                                      • Plan Sponsor
                                      • Plan Participants
                                      • Financial Wellness Resources
                                      • Firm Awards & Recognition
                                      • Contact Us

                                      Investment and Insurance Products are:

                                      • Not Insured by the FDIC or Any Federal Government Agency
                                      • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
                                      • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

                                      This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

                                      For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

                                      Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

                                      A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

                                      • Site Map
                                      • Privacy Policy
                                      • Legal
                                      • Security
                                      • Notice of Data Collection

                                      © 2021 Wells Fargo Clearing Services, LLC. All rights reserved.

                                      FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

                                      FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX

                                      Important notice: You are leaving the Wells Fargo website

                                      PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.