The Wealth Alliance Employee Directory

The Wealth Alliance corporate office is located in 105 Broadhollow Rd, Melville, New York, 11747, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Information Technology

Legal

Engineering & Technical

The Wealth Alliance CEO

Robert ConzoChief Executive Officer & Managing Director

Phone

See Profile

Key Employees of The Wealth Alliance

WF
William Franey
Chief Financial Officer & Chief Compliance Officer
PhoneEmail
Richard Conzo
Chief Technology Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

The Wealth Alliance Global Presence

Location	People at location
North America	11-50

Index of contact profiles from The Wealth Alliance

Hundreds of professionals searching for The Wealth Alliance have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

ED
Eric Diton
Email Direct
President and Managing Director, CIMA
United States , New York , Melville

JT
Janet Tilchen
Email Direct
Client Service Associate
United States , New York , Melville

SK
Shawn Klotsche
Email Direct
Financial Advisor & Associate & Financial Planning Analyst
United States , New York , Melville

AB
Alexandra Bernard
Email Direct
Client Service Associate
United States , New York , Melville

Richard Conzo
Email Direct
Chief Technology Officer
United States , New York , Melville

AV
Anika Vorndamme-Cajigal
Email Direct
Client Services Associate
United States , New York , Melville

JC
Janet Cushey
Email Direct
Partnership Integration Specialist
United States , New York , Melville

WF
William Franey
Email Direct
Chief Financial Officer & Chief Compliance Officer
United States , New York , Melville

PC
Paul Camhi
Email Direct
Vice President
United States , New York , Melville

CA
Cynthia Arzt
Email Direct
Office Manager
United States , New York , Melville

SC
Seth Cohan
Email Direct
Executive Director
United States , New York , Melville

JG
John Greiner
Email Direct
Financial Planning Associate
United States , New York , Melville

MS
Marisa Storey
Email Direct
Executive Assistant
United States , New York , Melville

BK
Brian Klotsche
Email Direct
Finance Associate
United States , New York , Melville

AL
Angelo Lupo
Email Direct
Client Service Assistant
United States , New York , Melville

AS
Anthony Scardino
Email Direct
Business Development At The Wealth Alliance Financial Analyst
United States , New York , Melville

PS
Peter Silber
Email Direct
Senior Financial Advisor
United States , New York , Melville

DB
Diana Brown
Email Direct
Senior Operations Client Service Associate
United States , New York , Melville

MP
Maria Paolo
Email Direct
Finance Vice President & Director
United States , New York , Melville

GL
Gregory Lethbridge
Email Direct
Investment Analyst & Financial Planning Associate
United States , New York , Melville

ML
Melissa Lawhorn
Email Direct
Executive Vice President
United States , New York , Melville

AD
Adam Diton
Email Direct
Financial Advisor
United States , New York , Melville

RC
Robert Conzo
Email Direct
Chief Executive Officer & Managing Director
United States , New York , Melville

DM
Diana Marcin
Email Direct
Senior Client Associate
United States , New York , Melville

123

Former Employees at The Wealth Alliance

Explore people who held key positions, contributed to The Wealth Alliance's success, and advanced their careers.

HS
Hanna Sheppard
Relationship Manager at Mitlin Financial
Worked as Registered Client Service Associate
at The Wealth Alliance
Email Direct
KB
Kelly Bergold
Payroll Coordinator at Leviton
Worked as Administration Operations Assistant
at The Wealth Alliance (2020-2021)
Email Direct

Explore More

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Frequently Asked Questions Regarding The Wealth Alliance Employees

How many employees does The Wealth Alliance have?

The Wealth Alliance has 11-50 employees

Who is the CEO of The Wealth Alliance?

The Wealth Alliance’s CEO is Robert Conzo

Who is the CFO of The Wealth Alliance?

The Wealth Alliance’s CFO is William Franey

Who are The Wealth Alliance key employees?

Some of The Wealth Alliance key employees are William Franey, Richard Conzo

Where is The Wealth Alliance located?

The Wealth Alliance’s headquarters are located at 105 Broadhollow Rd, Melville, New York, 11747, United States

How do I contact The Wealth Alliance?

The Wealth Alliance Contact Info: Phone number: (631) 670-0682 Website: www.thewealthalliance.com

What does The Wealth Alliance do?

The Wealth Alliance is a registered investment advisory firm committed to revolutionizing the client experience, operating under the fiduciary standard to prioritize client needs. They provide personalized financial advice to individuals and businesses, as well as empowering advisors and collaborating with CPAs and attorneys to enhance financial pl... Read More

Is The Wealth Alliance a public company?

The Wealth Alliance is private company therefore does not currently have an official ticker symbol

See more information about The Wealth Alliance Employees