Dan is the President and CEO of North Ridge Wealth Planning and a Regional Director of Cetera Advisor Networks. For 30 years he was the President, CFO and CCO of North Ridge Wealth Planning's broker-dealer predecessor, North Ridge Securities Corp; he was also its founder.
He has served in the investment business for more than 35 years, beginning in the highly-regarded Personal Financial Management ("PFM") Department at E.F. Hutton & Co in NYC. There, he helped develop comprehensive written financial plans for high net worth corporate and celebrity clientele.
In 1998, Dan was named to Long Island Business News "40 Under 40: Rising Stars in Business." He also served, for many years, as a member of the Suffolk County Make-A-Wish Foundation's Honorary Board of Directors and is now a Board Member and one of the driving forces behind the Pat Covelli Foundation, a charitable organization devoted to raising funds for medical research as well as helping individuals and families in need throughout the Tri-State area.
Matt is the Chief Operating Officer of North Ridge Wealth Planning and a Regional Director of Cetera Advisor Networks, where he oversees the day-to-day operations of North Ridge. Matt's responsibilities also include North Ridge's business development efforts and performing compliance functions. Matt is an attorney and licensed to practice law in the State of New York.
Prior to joining North Ridge, Matt's legal practice primarily focused on the areas of securities litigation, commercial litigation and general corporate matters, where he represented several large financial services firms.
Matt received his Bachelor of Business Administration degree from the Goizueta Business School at Emory University in 2009 and his Juris Doctor from Brooklyn Law School in 2012.
Sandy is North Ridge’s Executive VP and is also the firm's product analyst and marketing specialist. She regularly provides our reps with a wide range of practice management tools and product strategy ideas learned through first-hand experience growing her own successful estate, investment and planning practice over the last 20 years.
Sandy is a FINRA-registered General Securities Principal, Municipal Securities Principal and Investment Adviser Representative; she is also a Certified Financial Planner™.
Earlier in her career, Sandy worked for Dreyfus Service Corp. and the Professional Planners Group in NYC. She is a graduate of the State University of NY at Albany as well as the LIU/CW Post CFP® program.
Joe has been in the investment business for over 50 years and is an active part of our senior management. A co-founder of North Ridge Wealth Planning's predecessor firm, North Ridge Securities Corp., he began his career working for Merrill Lynch on the trading floor of the NYSE and also served as a VP of Chemical Bank's Personal Financial Services Division on Long Island.
He is a General Securities Principal, Municipal Securities Principal and Investment Adviser Representative. He previously taught at the CFP® program both CW Post and Adelphi Universities and was the founder of the LI Chapter of the IAFP (now the FPA), serving as Chapter President for over three years. He is past recipient of the Howard Black Memorial Award for Excellence and Achievement in Financial Planning.