Meet the Team

Stan Alpert began his career in the financial services industry in 1978 at Merrill Lynch, where he later met Gregg Kaufman and they formed a partnership. The team moved to Morgan Stanley in 2008 and joined Wells Fargo Advisors in 2021. As a founding partner and Managing Director-Investments of the group, Stan actively manages his clients’ investment portfolios and takes every opportunity to get to know clients and their families personally.

In acknowledgment of his care for his clients, Stan has been recognized in various capacities. In 2010, he was named on Barron’s list of Top 1000 Financial Advisors in America.* Between 2019-2021, and again in 2023, he was recognized by Forbes as a Best-In-State Wealth Advisor.** He has also been presented with the Five Star Wealth Manager Award*** between the years of 2013-2023. Finally, Stan has been named as a Premier Advisor by Wells Fargo Advisors since joining the firm in 2021. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Stan earned a Bachelor of Arts in Accounting from Queens College.

Committed to his local community, Stan serves on the Investment Committee and Board of Directors of Temple Sharey Tefilo-Israel. Stan and his wife, Caron, have five daughters: Lindsay, Shawn, Lara, Jamie, and Sarah. In his free time, he enjoys spending time with his four granddaughters, as well as golfing, hiking, and traveling.

_{* The Barron’s list of Top 1000 Financial Advisors in America rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.}

_{** The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}

<sub>*** The Five Star Wealth Manager award was issued on 12/01/2022 by Five Star Professional (FSP) for the time period 3/21/2022 through 10/18/22. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

CA Insurance Lic #0K97090</sub>

As a founding partner and Managing Director-Investments of the practice, Gregg Kaufman manages clients’ discretionary portfolios. With a passion for macroeconomics, Gregg enjoys using his analytical skills set to help his clients achieve their financial goals.

Gregg met his business partner, Stan, at Merrill Lynch. After forming the team in 2005, they moved their practice to Morgan Stanley and finally chose to transition their team to Wells Fargo Advisors in 2021.

Gregg graduated from Cornell University in 1987 with a B.A. in Government and concentrations in Economics and Russian studies. He has also completed the first level of the Chartered Financial Analyst (CFA) program.

When it comes to industry education, Gregg credits his father, Larry Kaufman, who taught him the investment skills that he uses every day in portfolio management. Gregg has been recognized as a Five Star Wealth Manager Award* Winner for the last 10 years, between 2014–2023, and as a Forbes Best-in-State Wealth Advisor** from 2018–2021 and 2023. Finally, Gregg has been named as a Premier Advisor by Wells Fargo Advisors since joining the firm in 2021. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism.

_{* The Five Star Wealth Manager award was issued on 12/01/2022 by Five Star Professional (FSP) for the time period 3/21/2022 through 10/18/22. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.}

<sub>** The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance LIC #0K96596</sub>

Heidi Muccifori, CFP^® takes great pride in serving as a trusted confidante for individuals and families as they plan for their future, work toward achieving their goals, and enjoy their lives to the fullest. As the Client Performance Analyst, Heidi is responsible for managing the team’s wealth planning process, which includes creating customized plans designed to help clients reach their goals. She also oversees daily operational functions around client reviews, client communications, and marketing.

Heidi spent the first 16 years of her career as a Relationship Manager for institutional equity clients, starting at Donaldson Lufkin & Jenrette (DLJ) in 1999. She progressed into more senior roles at Credit Suisse First Boston (CSFB), Bank of America, and Macquarie. In 2019, she shifted her professional focus toward helping families and individuals plan for their comprehensive wealth management needs. Most recently, she spent two years at Egan Wealth Advisors and joined The Alpert-Kaufman Private Wealth Group in the summer of 2021 upon their transition to Wells Fargo Advisors.

Heidi earned her MBA from UNC Chapel Hill and her B.A. in Economics from Trinity College. Heidi earned her CERTIFIED FINANCIAL PLANNER™ certification in 2023.

Heidi lives in Madison, NJ, with her husband, Jay, and their two young kids. In her free time, Heidi enjoys baking with her children, touring vineyards with her husband, and cheering on the New England Patriots and UNC Tarheels basketball team.

Jennifer Hopkins began her career in the financial services industry over 25 years ago and joined the The Alpert-Kaufman Private Wealth Group team in 2006. Drawing from her vast experience and knowledge, Jennifer works closely with the team’s clients and focuses on enhancing their experience by providing a high level of personalized service.

Committed to industry education and professionalism, Jennifer holds her Series 7 and 66 registration licenses and is responsible for a multitude of services. She serves as one of the first points of contact for clients on the team.

Jennifer lives in Union, NJ, with her husband, Brian. Away from the office, Jennifer enjoys traveling, reading, golfing, and taking road trips on their Harley. She is passionate about volunteering with her local Elks lodge, serving veterans, children with special needs, and her community.

Irene Warner works closely with clients to facilitate the management of their accounts. Irene’s favorite aspect of her work is connecting with clients and having the opportunity to get to know them and their families. She appreciates being one of the first points of contact when they call with questions or action items, and she strives to treat each client with patience and a sense of ownership for taking care of their needs.

Having earned her B.A. in English Literature from Seton Hall University, Irene launched her career in financial services in 2002 with Merrill Lynch. She began as a receptionist and later transitioned to the role of Retirement Services Specialist. She was recruited to the Private Banking and Investment Group in New York as a Registered Client Associate and later joined The Alpert-Kaufman Private Wealth Management Group in 2007.

Irene has been married to her husband for over 20 years, and they have three young children. Through her daughters’ involvement in the Girl Scouts, her family takes part in various opportunities for giving back through volunteering and initiatives for making a difference in the community, while nurturing life skills and encouraging empowerment of their girls. She enjoys being entertained by their youngest child, spending time with their extended families, and when there’s any time left for hobbies, Irene focuses on personal and spiritual growth and self-care.