Team

How We Work

How We Work

Our team is the heart and soul of our firm and includes a diverse group of staff members with varied backgrounds to provide the best level of service to each of our clients. Each member of our investment/portfolio management team is highly experienced in investment management and trained to deliver the appropriate financial solutions. Our client relationship/operations staff is always there to provide you with the information and assistance you need. Our staff strives to have a personal relationship with our clients.”  ~Thomas Meyer

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Executive Staff

Thomas C. Meyer, AIF®

Chief Executive Officer

(856) 985-8400 x101

(856) 956-8151

[email protected]

Thomas C. Meyer is the Chief Executive Officer for Meyer Capital Group, a fee-only investment management and financial planning firm dedicated to helping their clients build wealth through a consistent, disciplined investment process....

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Nina Zuccarelli

Chief Operating Officer

(856) 985-8400 x107

(856) 985-8151

[email protected]

Nina Zuccarelli is the Chief Operating Officer at Meyer Capital Group and is responsible for the daily operation of the organization. This role provides the leadership, management and the vision necessary to ensure we have the proper...

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Investment Committee

Michael J. Howley, CFP®

Certified Financial Plannerâ„¢ / Portfolio Manager

(856) 985-8400 x112

(856) 985-8151

[email protected]

Michael J. Howley is a CERTIFIED FINANCIAL PLANNER™ and Relationship Manager at Meyer Capital Group. His two main responsibilities include establishing new client relationships and supporting existing client objectives. Michael...

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Danielle Margulis, CFP®

Lead Financial Planner

(856) 985-8400 x118

(856) 985-8151

[email protected]

Danielle Kaye Margulis is a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager at Meyer Capital Group. She creates financial needs assessments and full financial plans for MCG clients. Danielle serves on the SEC Committee....

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Thomas P. Meyer, AIF®

Portfolio Manager

(856) 985-8400 x104

(856) 956-8151

[email protected]

Thomas P. Meyer works as a Portfolio Manager at Meyer Capital Group. His main responsibilities include investment research, trading, and rebalancing client portfolios. Tom also serves as an Investment Committee member and plays an...

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Timothy J. McGeeney, AIF®, CFS®

VP/Senior Portfolio Manager

(856) 985-8400 x102

(856) 956-8151

[email protected]

Timothy J. McGeeney is a Vice President and Senior Portfolio Manager that joined Meyer Capital Group in 2002. He leads the Investment Committee that is responsible for transforming research and the firms due-diligence process into...

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Marianne Rullo, MBA, AIF®

Portfolio Manager

(856) 985-8400 x109

(856) 985-8151

[email protected]

Marianne Rullo is a Portfolio Manager and Investment Committee Member at Meyer Capital Group who has been working in the financial services industry for more than 25 years. She is a specialist in reviewing portfolios and is passionate...

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Kenneth Bradshaw Jr., MSFS, CFP®, CIMA®

Certified Financial Plannerâ„¢ / Portfolio Manager

(856) 985-8400 x121

(856) 985-8151

[email protected]

Kenneth W. Bradshaw Jr. is a Portfolio Manager at Meyer Capital Group. His responsibilities include establishing, implementing and monitoring customized investment portfolio strategies based on client’s financial objectives and...

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Marc Meyer

Portfolio Manager

(856) 985-8400 x122

(856) 985-8151

[email protected]

Marc Meyer grew up with a passion for investing. He has been working to learn the industry alongside his father and brother ever since he was a young boy. He has helped to build the business that his grandfather started and his family...
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Chris Paleologus, CFP®

Certified Financial Plannerâ„¢ / Portfolio Manager

856-985-8400 x 103

856-985-8151

[email protected]

Chris Paleologus is a Portfolio Manager at Meyer Capital Group. His main responsibilities include establishing and monitoring client portfolios and investment research. Chris also serves on Meyer Capital Group's Investment Committee....

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Michael Smitwick, MBA, CPA, CFA®

Portfolio Manager

856-985-8400x119

856-985-8151

[email protected]

Michael Smithwick is a Portfolio Manager, working with clients to create individual investment strategies based on financial objectives and risk tolerance. He manages all aspects of client portfolios and is responsible for the...
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Client Relationship/Operations

Maria Alexander

Manager - Data Administration

(856) 985-8400 x105

(856) 985-8151

[email protected]

Maria Alexander is an expert Data Administrator for Meyer Capital Group, with more than 30 years of industry experience. Her duties have increased dramatically over the years to currently include responsibility for the portfolio...

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Suzanne Petrina

Client Relationship Specialist

(856) 985-8400 x115

(856) 956-8151

[email protected]

Suzanne Petrina, Client Relationship Specialist at Meyer Capital Group is in her fifth year in the financial services industry. She works closely between the clients and the marketing and investment teams by providing account...

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Linda MacGregor

Client Relationship Specialist

(856) 985-8400 x120

(856) 985-8151

[email protected]

Linda MacGregor is a Client Relationship Specialist at Meyer Capital Group. She has 20 years of experience in the financial industry that includes 15 years of client service with Morgan Stanley. She was the lead client service...

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Debbie Meyer

Human Resources/Accounts Payable

(856) 985-8400 x117

(856) 985-8151

[email protected]

Deborah A. Meyer is Meyer Capital Group’s Human Resource Manager. To name just a few of her many tasks, Debbie is responsible for the payroll, accounts payable, and insurance. Debbie brings more than 25 years of extensive...

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Stephanie Rapacchia

Administrator

(856) 985-8400 x106

(856) 956-8151

[email protected]

Stephanie Rapacchia is an Administrator at Meyer Capital Group. She is tasked with monitoring the firm’s client relationship management data and internal compliance audits among other critical objectives that make the firm...

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Shirley Erana

Client Service Specialist

(856) 985-8400 x116

(856) 956-8151

[email protected]

Shirley Eraña, Client Relationship Specialist at Meyer Capital Group has an extensive background in customer service through her various prior roles. Working in concert with other internal teams by providing a number of client...

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Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Meyer Capital is engaged, or continues to be engaged, to provide investment advisory services.