Our Team
Comprehensive Wealth Advisory
A unique ecosystem of specialists, intentionally coordinated to bring continuity, clarity, and alignment to every aspect of your financial life.
Armen Riley
President, Family Office Services
Legacy Private Wealth
Paul Tinnirello
Chief Opperations Officer
Legacy Private Wealth
Thomas Rozman, CFA®, CAIA®
Chief Investment Officer
Legacy Private Wealth
Scott Raider
Chief Compliance Officer
Legacy Private Wealth
Michael Mortellaro
Director, Financial Planning
Legacy Private Wealth
Edward Morrow, MBA, CPA
Director, Advanced Tax Planning
Legacy Private Wealth
Ciara E. Lister, Esq.
Director, Estate Planning & Asset Protection Strategy
David Cox, C(K)P®, AIF®, CPFA™
Director, Executive Benefits & Retirement Plan Consulting
Ryan Breheney, MBA
Financial Planning
Legacy Private Wealth
Jared Hilman
Head of Trading
Legacy Private Wealth
Dion Loutas
Advisor Associate
Legacy Private Wealth
Explore Our Other Comprehensive Offerings
We apply a structured, integrated approach to managing private wealth, aligning investments, planning, and long-term objectives within a unified framework.
Putting Process Into Practice
Fiduciary First
Our wealth advisors serve as true fiduciaries, offering guidance that is grounded in integrity, alignment, and trust.
Independent Insight
Operating as an independent advisory firm, our team provides unconflicted advice refined by experience and free from institutional influence.
Unified Strategy
A bespoke suite of family office services brought together to produce greater clarity, confidence, and continuity for clients and their loved ones.
Insights
Featured Articles
Clarity Begins With a Conversation
Connect with a Legacy Private Wealth advisor and experience how seamless wealth management transforms complexity into clarity.