After more than 25 successful years with legacy firms A.G. Edwards & Sons, Wachovia Securities, and then Wells Fargo Advisors, Peter joined the team at Bridgehaven Financial Advisors as Executive Vice President and Senior Financial Advisor. The transition to Bridgehaven Financial Advisors was an easy one for Peter and his existing clients, since the firm continues to be associated with Wells Fargo Advisors Financial Network.
Early in his career as a financial advisor, Peter successfully satisfied all requirements of the Certified Financial Planner Board of Standards and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. As a CFP® professional, Peter abides by the Board's Code of Ethics and Professional Responsibility in all aspects of client finances. This privilege has been maintained with ongoing continuous education throughout Peter's career. The CFP Board adopted the Code of Ethics to establish the following Seven Principles and Standards, which provide a source of guidance for Peter and other certificants:
Peter earned a Bachelor of Science in Engineering and a Master of Business Management from the City University of New York. Between degrees, he achieved the Professional Engineer designation from the State of New Jersey. Peter melds a unique blend of his science, financial, and professional background in all dealings with clients.
After raising three children to adulthood, Peter and his wife, Emma, have been rewarded with five grandchildren. Outside of the office, you will find Peter engaged with his extended family or focusing on his golf game.
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.
Away from the office, Michael enjoys spending time at home with his wife, Amy, and their pitbull rescue dog Milo.
Kourtney graduated from Stockton University in Galloway Township, NJ with a degree in Computer Science and Information Systems with a minor in business. Upon graduation, Kourtney moved to Germany and lived there for eight years. During this time, Kourtney worked as a Sales Associate and volunteered for the United States Army Hospital. As a volunteer, she helped prepare soldiers being deploying to Iraq and helped transition those soldiers that were ready to go back home from the war.
In 2010, Kourtney returned to the United States to begin working at Merrill Lynch as a Client Service Associate on the customer service desk assisting company clients with banking and investment product solutions. After successfully obtaining the Series 7 and 66 licenses, Kourtney was promoted to a Registered Client Associate and transitioned to become part of the support team for wealth management. She became a team leader on the operational desk and worked closely for designated Financial Advisors. In 2016, Kourtney joined Morgan Stanley as a Registered Client Service Associate. In this new role, she continued to provide both operational and transactional support for Senior Financial Advisors and also provided administrative support for the branch manager.
In 2019, Kourtney joined Bridgehaven Financial Advisors as a Registered Client Service Associate supporting multiple Financial Advisors in their day to day operational needs. As part of the Bridgehaven team, Kourtney dedicates herself to provide excellent customer service along and is proud to be detail oriented when completing marketing projects.
In her free time, Kourtney likes to read and spend time with her children, Sophia and Isabelle. As an avid Marvel and Harry Potter fan, you may find Kourtney at various Comic Conventions held every year in New York City and throughout the country when time permits.
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 long-time friend and client of Peter’s until the opportunity arose for her to join the Bridgehaven family as the firm 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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