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....
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...
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...
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...
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...
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....
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...
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...
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...
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...
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...
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...
Patricia Hordis Sperduto is a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager at Meyer Capital Group. She is responsible for Investment Management and Financial Planning, with specialties in retirement, tax, and investment...
Frank Zuccarelli, is a Vice President and Relationship Manager at Meyer Capital Group. Frank serves on various teams including the Investment Committee. His focus is on establishing strong relationships with new clients while nurturing...
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...
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...
Marc is training to become a Portfolio Manager and to take part in the business’s compliance role. Before starting his career with MCG, Marc had interned with the firm for four years and learned about the industry through his...
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...
