People | Marcum Wealth

Partners

Christopher D. Bart

Managing Director, Partner

Email Christopher
440.459.5920

Cleveland, OH

Steven Brett

Managing Director, Partner

Email Steven
631.414.4020

Melville, NY

Jim Butler

Managing Director, Partner

Email Jim
215.297.2574

Philadelphia, PA

Robert Coode

Managing Director, Partner

Email Robert
440.459.5910

Cleveland, OH

Bob Coode

Managing Director, Partner

Email Bob
440.459.5940

Cleveland, OH

Wendy L. Eldridge

Managing Director, Partner

Email Wendy
440.459.5915

Cleveland, OH

Peter Hoffmann

Managing Director, Partner

Email Peter
215.297.2575

Philadelphia, PA

Charlie Hoffmann

Managing Director, Partner

Email Charlie
215.297.2576

Philadelphia, PA

Charles D. Moore

Managing Director, Partner

Email Charles
330.563.4265

Fairlawn, OH

Perry D. Reghetti

Managing Director, Partner

Email Perry
330.563.4265

Akron, OH

Matthew J. Reghetti

Managing Director, Partner

Email Matthew
330.563.4265

Akron, OH

Eric Wulff

Chief Executive Officer

Email Eric
440.459.5905

Cleveland, OH

Advisory Team Members

Shaun Cox

Senior Client Manager, Investment Specialist

Email Shaun
440.459.5912

Cleveland, OH

Brandon Dunn

Senior Client Manager

Email Brandon
440.459.5947

Cleveland, OH

Thomas Filomeno

Financial Advisor

Email Thomas
860.760.0640

Hartford, CT

Matthew Harris

Financial Advisor

Email Matthew
631.414.4174

Melville, NY

Benjamin Hoffmann

Financial Advisor

Email Benjamin
215.297.2573

Philadelphia, PA

Christopher Jud

Financial Advisor

Email Christopher
215.297.2227

Philadelphia, PA

Gregory Lopez

Financial Advisor

Email Gregory
440.459.5833

Cleveland, OH

Michael T. McKeown

Chief Investment Officer

Email Michael
216.242.0899

Cleveland, OH

Kenneth Mears

Financial Advisor

Email Kenneth
440.352.1208

Concord, OH

David Rome

Financial Advisor

Email David
440.459.5914

Cleveland, OH

Gerald A. Shantzer

Financial Advisor

Email Gerald
215.297.2570

Philadelphia, PA

Patricia E. Small

Financial Advisor

Email Patricia
860.760.0665

Hartford, CT

Alexander D. Sterba

Financial Advisor

Email Alexander
330.563.4265

Fairlawn, OH

Louis Trivisonno

Financial Advisor

Email Louis
440.459.5917

Cleveland, OH

Michael Van Himbergen

Financial Advisor

Email Michael
440.459.5949

Cleveland, OH

Griffin Vehar

Financial Advisor

Email Griffin
440.459.5943

Cleveland, OH

Zachary G. Williams

Financial Advisor, Education Specialist

Email Zachary
440.459.5916

Cleveland, OH

Alynne D. Zielinski

Manager, Financial Planning

Email Alynne
440.459.5922

Cleveland, OH

Operational Staff

Allison Bourne

Client Service Associate

Email Allison
440.352.1208

Concord, OH

Ty Brown

Client Service Associate

Email Ty
215.297.2577

Philadelphia, PA

Diane Graham

Administrative Support

Email Diane
330.563.4265

Akron, OH

Michael Granito

Manager, Data Analytics

Email Michael
440.459.5907

Cleveland, OH

Molly A. Halpin

Billing Manager

Email Molly
330.483.5181

Akron, OH

Todd Healy

Chief Operating Officer

Email Todd
615.245.4142

Cleveland, OH

Cassandra Horton

Manager, Client Services

Email Cassandra
440.459.5948

Cleveland, OH

Marquis Lewis

Operations Associate

Email Marquis
440.459.5924

Cleveland, OH

Melissa A. Metzger

Director, Client Services

Email Melissa
330.563.4265

Akron, OH

Kaitlin R. Nicholis

Financial Planning Analyst

Email Kaitlin
440.459.5827

Cleveland, OH

Caitlin Persico

Client Service Associate

Email Caitlin
215.297.2575

Philadelphia, PA

Kevin Pietrzyk

Trading Specialist

Email Kevin
216.242.0883

Cleveland, OH

Constance Pyles

Manager, Client Services

Email Constance
440.459.5913

Cleveland, OH

Jack Rohde

Investment Analyst

Email Jack
216.242.0809

Cleveland, OH

Leeann L. Schultz

Chief Compliance Officer

Email Leeann
440.459.5909

Cleveland, OH

Nikea Stathopoulos

Client Service Associate

Email Nikea
440.459.5918

Cleveland, OH

Matthew S. Wisz II

Operations Associate

Email Matthew
216.242.0807

Cleveland, OH