About Us

Working with Us
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Meet Our Team

Richard A. Gallos

Richard A. Gallos

Managing Director - Investments
PIM Portfolio Manager

Phone: 212.338.4231

Michael Tolpa

Michael Tolpa, CFA®, MBA

Financial Advisor

Phone: 866.841.4466

Nancy Rockoff

Nancy Rockoff

Senior Registered Client Associate

Phone: 866.841.4466

Why Invest With Us

Why Invest With Us

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