Meet the Team
Our multi-disciplinary team of financial professionals can help you to navigate a financial world filled with many opportunities.
pRINCIPAL
Andrew Samalin,
CFP®, EA, CDFA®
The founder of Samalin Wealth, Andrew has been advising affluent individuals, businesses, and foundations since 1992...
VP, investments
Ronald Schneider, CFP®
Ron's financial services career began at Merrill Lynch. He later joined Prudential Securities as a Financial Advisor and Branch Manager. Ron also served in wealth advisory positions with Morgan Stanley and Wells Fargo Advisors...
VP, investments
John R. Fussell
An independent advisor, John has been a wealth manager of high-net-worth clients and businesses for over 22 years. He has developed extensive expertise in advising small business owners and real estate developers...
financial advisor
Paul Ayala, CPFA
Paul brings a combined 14 years of banking and investment experience to Samalin Wealth. He joins Samalin Wealth to pursue a fiduciary role as an independent financial advisor...
chief compliance officer, financial services associate
Maria McKee, CFP®
Maria is a former branch chief in the Investment Management Division of the U.S. Securities and Exchange Commission (SEC)...
director, investments
Patrick C. Thuemmel, CFP®
An independent advisor, Patrick has accumulated over 15 years experience helping clients and their families advance towards their unique financial goals…
VP, Investments
John B. Hadley Jr.
John brings over three decades of experience to Samalin Wealth. As an independent advisor, he specializes in retirement planning for teachers in the 403(b) market and IRA Rollover processing and management...
Associate advisor
Thomas Beattie, CFP®
Thomas has over 25 years of experience having worked with top advisor teams during his time with Stifel, Morgan Stanley and Citigroup...
director, investments
Laurance J. Kersh, CFP®
Larry possesses more than 35 years of financial expertise. As an independent advisor, he provides goal-oriented fiscal advice to corporate officers of small, mid-size and large businesses and non-profit organizations, as well as affluent families...
senior service representative
Clare Casey
Clare has more than 17 years of securities brokerage experience formerly assisting clients at Wachovia Securities and Morgan Stanley Dean Witter...
financial services associate
Mishelle Ciliberti, CPA
Mishelle joined Samalin Wealth in 2012 and is responsible for the firm’s accounting needs and maintaining client relationships....
vp, marketing
Melinda Stach
Melinda is a strategic marketing, brand, and communications leader with over 20 years of experience working in financial services...