Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Eric Michael Rossman | M | - |
Gary Goldberg Planning Services, Inc.
 Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^
Gary Goldberg Planning Services LLC
 Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families. | 19 years |
| Steven J. Scheinman | M | - |
The State University of New York
| 40 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Bill Krivicich | M | - |
Montebello Partners LLC
 Montebello Partners LLC Investment ManagersFinance Founded in 2008, Montebello Partners LLC (MPLLC) is a registered investment advisor located in Suffern, New York. On January 2, 2015, the majority ownership of MPLLC was transferred to Bruderman & Company LLC. Also on that date, the assets of MPLLC affiliate Gary Goldberg & Co., Inc. were sold to Bruderman Brothers LLC, Member FINRA/SIPC and the assets of affiliate Gary Goldberg Planning Services Inc. were sold to Bruderman Asset Management LLC. MPLLC actively manages on a discretionary basis an investment company known as the GMG Defensive Beta Fund.^
Gary Goldberg Planning Services LLC
Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families.
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | 12 years |
| Gary Goldberg | M | - |
Montebello Partners LLC
Montebello Partners LLC Investment ManagersFinance Founded in 2008, Montebello Partners LLC (MPLLC) is a registered investment advisor located in Suffern, New York. On January 2, 2015, the majority ownership of MPLLC was transferred to Bruderman & Company LLC. Also on that date, the assets of MPLLC affiliate Gary Goldberg & Co., Inc. were sold to Bruderman Brothers LLC, Member FINRA/SIPC and the assets of affiliate Gary Goldberg Planning Services Inc. were sold to Bruderman Asset Management LLC. MPLLC actively manages on a discretionary basis an investment company known as the GMG Defensive Beta Fund.^
Gary Goldberg Planning Services LLC
Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families.
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | 47 years |
| Oliver Pursche | M | - |
Montebello Partners LLC
Montebello Partners LLC Investment ManagersFinance Founded in 2008, Montebello Partners LLC (MPLLC) is a registered investment advisor located in Suffern, New York. On January 2, 2015, the majority ownership of MPLLC was transferred to Bruderman & Company LLC. Also on that date, the assets of MPLLC affiliate Gary Goldberg & Co., Inc. were sold to Bruderman Brothers LLC, Member FINRA/SIPC and the assets of affiliate Gary Goldberg Planning Services Inc. were sold to Bruderman Asset Management LLC. MPLLC actively manages on a discretionary basis an investment company known as the GMG Defensive Beta Fund.^
Gary Goldberg Planning Services LLC
Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families.
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | 15 years |
| Peter J. D. Dedel | M | - |
Gary Goldberg Planning Services LLC
Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families.
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | 42 years |
| Jim Loehle | M | - |
Gary Goldberg Planning Services LLC
Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families.
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | 14 years |
| Qiong Pan | F | 69 |
The State University of New York
| 3 years |
| Ray Stine | M | - |
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | 27 years |
| Joseph B. Rizzo | M | 59 |
The State University of New York
| 7 years |
| Ambuj A. J. Jain | M | - |
The State University of New York
| 6 years |
| Kenneth J. Yanneck | M | - |
The State University of New York
| 5 years |
| Ambuj Kumar Jain | M | - |
The State University of New York
| 6 years |
| Chun Ching Cheng | M | - |
The State University of New York
| 4 years |
| Amit Chopra | M | - |
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | 9 years |
| Tyler James Palumbo | M | - |
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | 5 years |
| Tom Cortese | M | - |
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | 5 years |
| Johann Joseph Lepasana | M | - |
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | 5 years |
| Michael Anthony Valenti | M | - |
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | - |
| Christopher R. Hanly | M | - |
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | 5 years |
| Jonathan C. Scott | M | - |
The State University of New York
| 1 years |
| Feng Cheng Su | M | - |
The State University of New York
| 3 years |
| Chin Wai Tsui | F | 59 |
The State University of New York
| 2 years |
| Da Qing Nan | M | 65 |
The State University of New York
| 2 years |
| David Kretser | M | - |
The State University of New York
| 4 years |
| Camille Sebaaly | M | 62 |
The State University of New York
| 4 years |
| Dan Loughran | M | - |
The State University of New York
| 4 years |
| John Sheehan | M | - |
The State University of New York
| 4 years |
| James F. Moyle | M | - |
The State University of New York
| 4 years |
| Alan Kwong | M | 64 |
The State University of New York
| 4 years |
| William Jay Robbins | M | 70 |
The State University of New York
| 3 years |
| Ann Underwood | F | - |
The State University of New York
| 4 years |
| Joe Jordan | M | - |
The State University of New York
| 4 years |
| Joseph A. Saccomano | M | - |
The State University of New York
| 4 years |
| David M. Privitera | M | - |
The State University of New York
| 4 years |
| Michael Hirschberg | M | 60 |
The State University of New York
| 4 years |
| Bob Lobley | M | - |
The State University of New York
| 4 years |
| Kebin Cho | M | 64 |
The State University of New York
| 2 years |
| Wen Zao Zhang | M | 66 |
The State University of New York
| 4 years |
| Dominick DeAlto | M | - |
The State University of New York
| 4 years |
| Bruce Mitchell Kallins | M | - |
The State University of New York
| 4 years |
| George Pereira | M | 59 |
The State University of New York
| 4 years |
| Mike H. Meyer | M | - |
The State University of New York
| 4 years |
| Jeffrey R. Lindenbaum | M | - |
The State University of New York
| 4 years |
| John R. Tomasula | M | 69 |
The State University of New York
| 2 years |
| Zuo Yi Wang | M | 62 |
The State University of New York
| 2 years |
| Yun Hung Tang | M | 80 |
The State University of New York
| 2 years |
| Jacqueline H. Berge | F | - |
The State University of New York
| 4 years |
| Terry Murphy | M | 61 |
The State University of New York
| 4 years |
| John Paul Tomassetti | M | - |
The State University of New York
| 4 years |
| Theodore F. Masters | M | - |
The State University of New York
| 4 years |
| Ming Dong Zhou | M | 69 |
The State University of New York
| 5 years |
| Denise S. Hawkins | F | 54 |
The State University of New York
| 4 years |
| Ed K. Camson | M | - |
The State University of New York
| 4 years |
| Michael Rindos | M | - |
The State University of New York
| 4 years |
| Melinda Jocelyn Newman | F | - |
The State University of New York
| 6 years |
| Karl H. Reichelt | M | - |
The State University of New York
| 4 years |
| Dona Hall | F | - |
The State University of New York
| 4 years |
| David M. Reilly | M | 59 |
The State University of New York
| 4 years |
| Jeffrey Grill | M | - |
The State University of New York
| 4 years |
| Marc Ross | M | - |
The State University of New York
| 4 years |
| Ira Edelblum | M | - |
The State University of New York
| 4 years |
| Juli Marley | F | - |
The State University of New York
| 4 years |
| John J. D'Angelo | M | - |
The State University of New York
| 4 years |
| Jeffrey Peck | M | - |
The State University of New York
| 4 years |
| Michael Frederick Farrell | M | - |
The State University of New York
| 4 years |
| Joel Tiss | M | - |
The State University of New York
| 3 years |
| Todd Kevin Koffman | M | - |
The State University of New York
| 4 years |
| Todd Wakefield | M | - |
The State University of New York
| 14 years |
| Greg Peters | M | - |
The State University of New York
| 4 years |
| Nick Verbanic | M | - |
The State University of New York
| 4 years |
| Thomas Stephen Quealy | M | - |
The State University of New York
| 4 years |
| Steven George Roukis | M | - |
The State University of New York
| 4 years |
| Peter J. St. Denis | M | - |
The State University of New York
| 4 years |
| John T. Quinn | M | 60 |
The State University of New York
| 4 years |
| Douglas A. Kegler | M | - |
The State University of New York
| 4 years |
| David Weiner | M | - |
The State University of New York
| 4 years |
| David K. Spohr | M | 61 |
The State University of New York
| 4 years |
| Lori G. Feldman | F | - |
The State University of New York
| 4 years |
| Rob Isbitts | M | - |
The State University of New York
| 4 years |
| Karen Poist | F | - |
The State University of New York
| 4 years |
| Jeff Bagley | M | - |
The State University of New York
| 4 years |
| Nicole Blakely | F | - |
The State University of New York
| 4 years |
| David Williams | M | - |
The State University of New York
| 4 years |
| Lloyd S. Harmetz | M | - |
The State University of New York
| 4 years |
| Richard Alan Friedman | M | 61 |
The State University of New York
| 4 years |
| Roy Notowitz | M | - |
The State University of New York
| 4 years |
| Yat Ping Chian | F | 58 |
The State University of New York
| 4 years |
| Steve Keltz | M | - |
The State University of New York
| 4 years |
| Vandana McCaw | F | - |
The State University of New York
| 4 years |
| Jeffrey L. Hale | M | 61 |
The State University of New York
| 4 years |
| Bob Fahy | M | - |
The State University of New York
| 4 years |
| Veronica Ortiz | F | - |
The State University of New York
| 4 years |
| Steve Silver | M | - |
The State University of New York
| 4 years |
| Scott A. Stagg | M | 61 |
The State University of New York
| 4 years |
| Mike Rundle | M | - |
The State University of New York
| 4 years |
| Michael Kerner | M | 59 |
The State University of New York
| 4 years |
| Xi Hong Deng | F | 60 |
The State University of New York
| 1 years |
| Larry Rougas | M | - |
The State University of New York
| 4 years |
| Steven A. Navarro | M | - |
The State University of New York
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Richard Kersting
- Personal Network
