Broker Check

Team

 

Christopher J. Neubert, J.D., CFP®

President, Chief Compliance Officer

203-319-3550

chris@monecoadvisors.com

Since he founded MONECO Advisors in 1980, Chris has built one of the most respected, boutique financial planning and portfolio management firms in the region. He has focused his efforts on developing close, personal relationships with...
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John Rosenau, CFP®

Vice President, Chief Operating Officer

203-319-3550

john@monecoadvisors.com

As a Certified Financial Planner™ and investment representative, John chooses to work with a highly selective group of clients who require a special level of personal service. His clients tend to be executives, small business owners,...
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David J. Lincoln, MSFS, ChFC, CLU, CFP®

Chief Investment Officer

203-319-3550

David.Lincoln@lpl.com

David is a Certified Financial Planner™ Professional and Investment Advisor Representative, a Chartered Financial Consultant and a Chartered Life Underwriter. A graduate of Boston College, he has completed the Master of Science degree...
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John Fortuna, Jr.

Financial Advisor

203-319-3550

johnfortuna@monecoadvisors.com

John began working in the financial services industry in 1968 and has successfully managed client relationships and wealth for the last 49 years. Currently, John is a Registered Investment Advisor – he primarily works with...

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Reed Ameden, AIF

Financial Advisor

203-319-3550

reed@monecoadvisors.com

Reed began working in financial services in 1988 and joined MONECO in 1995 creating custom financial plans for individuals. Reed specializes in small-to-medium sized Retirement Plan consulting – helping clients understand and adapt to...
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Jason Hyde

Financial Advisor

203-319-3550

jason@monecoadvisors.com

Jason Hyde has been a Financial Advisor since 2002. He has previously worked at leading financial services firms such as Wells Fargo Bank and Oppenheimer and Company. He joined MONECO in 2015. As a Financial Advisor at MONECO, Jason...
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Dana S. Preis, CFS®, CLTC, ChFC®, LUTCF

Financial Advisor

203-292-0752

dana.preis@lpl.com

Dana Preis has been serving the financial planning and insurance needs of his clients since 1999. He specializes in comprehensive financial planning for business owners, families with children, and retirees. Dana has in-depth...
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Sandra Neubert

Vice President, Director of Employee Benefits Planning

203-319-3550

sandra@monecoadvisors.com

Sandra consults with small- and medium-sized companies on Employee Benefits Planning as well as holds a Registered Representative examination with LPL Financial. She annually reviews all of MONECO clients’ health, life, disability, and...
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AJ Kelleher

Investment Advisor CFP®

203-319-3550

203-319-3554

AJ Kelleher brings 17 years of financial planning and investment management experience to MONECO Advisors, LLC. Prior to joining MONECO, AJ was a partner at Connecticut Financial Group and previously worked for Merrill Lynch.As a...
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Peter Osborne

Investment Advisor

203- 319-3550

peter@monecoadvisors.com

Peter brings 26 years of experience to MONECO Advisors, LLC. He is know for rigorously applying proactive wealth management strategies to the portfolios of his individual investors—with a focus on wealth preservation, risk...
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Brett Matschke

Investment Advisor

203-319-3550

brett@monecoadvisors.com

Brett brings 30 years of financial industry experience to MONECO Advisors, LLC. Prior to joining MONECO, Brett was a Managing Director with Connecticut Financial Group, operated his own firm for over a decade and worked for A.G....
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Ginnie Thompson, Registered Paraplanner™

Assistant Vice-President

203-319-3550 ext. 220

ginnie@monecoadvisors.com

Ginnie serves as MONECO’s Assistant Vice President, Director of Client Relationships, compliance manager, and practice manager. MONECO clients depend on Ginnie for first class client service and her encyclopedia knowledge of almost...
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Kathy Pangallo

Director of Client and Practice Management

203-319-3550 ext. 220

kathy@monecoadvisors.com

Kathy joined the MONECO team in 2005 and provides key support to MONECO clients as our front line administrator. She manages client communications, MONECO’s key information database, and appointment calendar – enabling the firm to...
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Tracy Dineen

Director of Client Relationships

203-319-3550 ext. 220

tracy@monecoadvisors.com

Since joining MONECO Advisors in 2010, Tracy has been providing personalized support and services for our clients. She specializes in account management, issues such as money distributions from accounts, and registration of new...
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Audrey Tiesler

Director of Benefits Administration, Client Relationship Manager

203-319-3550 ext. 220

audrey@monecoadvisors.com

Audrey has been with MONECO as Employee Benefits Assistant for many years. She has extensive background in the business industry, both in finance and health benefits. She specializes in client health, life, disability, and 401(k) plans...
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Marco Congello

Managing Intern

Konstantin Suvorov

Financial Intern

Riley Thompson

Project Management Intern

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