Now, as the President and a Managing Partner at CRT Private Wealth Management, he focuses all his attention on the active management of equity investments, and he is also the Senior PIM Portfolio Manager for all client and corporate managed accounts.
Prior beginning his career, Michael graduated from Montclair State University with a double major in finance and economics.
Michael lives in North Caldwell, NJ, with his wife, Nicole, and their three children, Ava, Michael, and Maxwell.
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Prior to becoming a Managing Partner at CRT Private Wealth Management, Michael G. Tepperman began his career with Ryan, Beck and Company in Livingston, NJ, as a fixed income specialist. He has also served as President of the Northern New Jersey Estate Planning Council. Michael graduated from Fairleigh Dickinson University with a certificate in financial planning.
At CRT, Michael acts as the planner and oversees clients' fixed income portfolios and insurance needs. His primary responsibility is to utilize the principle of finance, economics, and taxation to help clients better understand money and to help them create their ideal investment plan. As a CFP® professional, Michael is committed to providing his clients with the highest standard of investment planning.
He lives in Randolph, NJ, with his wife, Ilyssa, and their three children, Sofie, Matthew, and Joshua.
After graduating from Montclair State University, Susan began her career in finance at Goldman Sachs, and subsequently joined CRT Private Wealth Management in 2009.
In her role as the Senior Administrative Assistant at CRT, Susan is central to all client services and account operations. A dedicated professional, she is responsible for a multitude of administrative servicing issues including transferring funds, processing distributions, account opening, and general client relationship management.
Susan loves to travel with her husband and their three children, and they all enjoy the performing arts.
Vince Donato joined CRT Private Wealth Management after a tenured and successful practice in finance that began at Merrill Lynch in 1974. Vince’s experience in tax-free municipal bonds, new issues, and portfolio management extends over 40 years.
He attended Pace University in New York City, where he earned his degree with a concentration in business.
Vince and his wife, Norah, live in Emerson, NJ, and they are the proud parents of four sons and grandparents to six grandchildren.
Christine O'Hara acquired her first position on Wall Street with Nomura Asset Management in 1984, at which point she initially specialized in business operations and accounting. She continued to gain industry diversity at Deutsche Bank/State Street, focusing on global custody services for pension accounts. Christine then utilized her experience to gain a position with Pershing Advisor Solutions as an account manager for investment advisors.
Her depth of experience – along with decades of industry knowledge – has made her an incredibly valuable asset for CRT Private Wealth Management. She is proud to be the third consecutive generation in her family to build a career in the financial services industry.
A graduate of Ohio Wesleyan University, Christine has also studied Irish literature at Trinity College in Dublin. She lives in Verona, NJ, with her teenage son, Gerry, and in her spare time, she enjoys travel and photography.
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