Your MONECO Advisors Team
Executive Team
John Rosenau, CFP®
Managing Partner & Director of Practice Management
Noreen McGorty
Director of Operations & Chief Compliance Officer
Eric Johnson, MBA
Financial Planner & Director of Marketing & Communications
Peter Osborne, AIF®
Director of Investment Management & Financial Advisor
David J. Lincoln, MSFS, ChFC, CLU, RICP*, CFP®
Managing Partner & Chief Investment Officer
AJ Kelleher, CFP®
Managing Partner & Director of Institutional Services
Acorn Consulting Team
Joanna Russell, CFP®, RICP®
Director of Client Services & Financial Planner
Todd Schroeder, CFP®, AAMS®, CRPC®*
Managing Director & Financial Planner
Fairfield Team
Christopher J. Neubert, J.D., CFP®
Founder & Financial Advisor
David J. Lincoln, MSFS, ChFC, CLU, RICP*, CFP®
Managing Partner & Chief Investment Officer
John Rosenau, CFP®
Managing Partner & Director of Practice Management
Peter Osborne, AIF®
Director of Investment Management & Financial Advisor
Eric Johnson, MBA
Financial Planner & Director of Marketing & Communications
Noreen McGorty
Director of Operations & Chief Compliance Officer
New Canaan Team
Hamden Team
AJ Kelleher, CFP®
Managing Partner & Director of Institutional Services
Peter Osborne, AIF®
Director of Investment Management & Financial Advisor
Shelton Team
