Halcyon Financial Partners

MISSION STATEMENT

We seek to form long-term relationships, like family, with our clients based on integrity and loyalty. With these values as our core principles, we deliver personalized guidance and planning to help clients achieve their goals for both today and tomorrow. We strive for passion, humility, and professionalism in all our interactions.

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Team photo for Halcyon Financial Partners
Team photo for Halcyon Financial Partners

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Advisors

Daniel R Masiello

CFP®, ChFC®, CLU®, CFS®, LUTCF®

Private Wealth Advisor

Managing Partner of Halcyon Financial Partners
Visit Daniel R Masiello's website

Thomas Nicolosi

CFP®

Financial Advisor

Managing Partner of Halcyon Financial Partners
Visit Thomas Nicolosi's website

Bob Sutton

CRPC

Financial Advisor

Chief Operating Officer of Halcyon Financial Partners
Visit Bob Sutton's website

Peter Goldberg

Financial Advisor

Chief Investment Officer of Halcyon Financial Partners
Visit Peter Goldberg's website

Michael Laliberte

CRPC

Financial Advisor

Managing Director of Halcyon Financial Partners
Visit Michael Laliberte's website

Daniel R. Masiello

CFP®, BFA, CRPC

Private Wealth Advisor

Managing Director of Halcyon Financial Partners
Visit Daniel R. Masiello's website

Bo O'Connell

Financial Advisor

Visit Bo O'Connell's website

Valentino A Scaramuzzo

CFP®, ChFC®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Valentino A Scaramuzzo's website

James J Zabatta

CFA®

Financial Advisor

Financial Planning Specialist
Visit James J Zabatta's website

Brian Crandall

CFP®

Financial Advisor

Visit Brian Crandall's website

John Manfredonia

CFP®, CRPC

Financial Advisor

Visit John Manfredonia's website

Mike Wallop

Financial Advisor

Visit Mike Wallop's website

Robert Bouza

Financial Advisor

Visit Robert Bouza's website

Joseph McAlinden

Financial Advisor

Visit Joseph McAlinden's website

Aron Mestel

Financial Advisor

Visit Aron Mestel's website

Matthew Sheerin

Associate Financial Advisor

Visit Matthew Sheerin's website


Team

Russell W. McManus AMPA® CRPC®

Russell W. McManus AMPA® CRPC®

Operations Director,

Financial Planning Analyst

Qualifications

  • Data Entry/Financial Planning
  • Meeting Preparation
  • Business Processing
  • Tech Support
  • Client Service
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Anna M. Ferrara

Anna M. Ferrara

Executive Assistant,

Client Service Manager

Qualifications

  • Client Service Concerns
  • Organize Advisor's Calendar
  • Schedule & Confirm Appointments
  • Process Client/Business Requests
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Edith (Edie) Stahl

Edith (Edie) Stahl

Marketing Manager

Qualifications

  • Seminar & Special Events

Roles & Responsibilities

  • Client & Prospect Seminars & Special Events
  • Advertising - Newspaper and Radio
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Eileen Govaert

Eileen Govaert

Operations Director

Camilla Corder

Camilla Corder

Client Service Manager,

Operations Specialist
Matthew Walsh

Matthew Walsh

Client Service Specialist,

Operations Specialist
Elizabeth Chung

Elizabeth Chung

Operations Specialist

Brendan Burke

Brendan Burke

Operations Specialist

Alyssa Fiscella

Alyssa Fiscella

Intern

Makayla Reardon

Intern

Nicholas Caiafa

Nicholas Caiafa

Operations Specialist

Rose McGovern

Rose McGovern

Receptionist

Mary Jane Romeo

Mary Jane Romeo

Office Manager

Barbara Masiello

Barbara Masiello

Administrative Assistant

Jeanne Evola

Jeanne Evola

Client Service Manager

Mary Baranowski-Gallo

Mary Baranowski-Gallo

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