Halliday Financial Group
Industry: Company
DescriptionFounded: 1982 Subsidiaries: TSA Portfolio Management, Inc., Halliday Financial, LLC
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Halliday Financial Group Employees
Employee
Years
Job
Industry
Audrey Toussaint Audrey Toussaint's Halliday Financial Group Experience January 2013 - January 2014
Job Owner at North Star Consulting & Fiduciary Services, LLC
Industry Financial Services
Experience
Halliday Financial Group January 2013 - January 2014
First Niagara Bank September 2008 - March 2011
First Niagara Bank July 2006 - March 2011
First Niagara Bank July 2006 - March 2011
First Niagara Bank July 2006 - March 2011
Lang Law Firm May 2001 - June 2006
Lang Law Firm May 2001 - June 2006
Herzog Law Firm May 1996 - May 2001
Herzog May 1996 - May 2001
Koldin & Levine Law Center November 1986 - May 1996
Skills
Estate Planning, Investments, Trusts, Retirement, Finance, Medicaid Applications, Spend-Downs, Financial Services, Insurance, Asset Allocation, Banking, High Net Worth..., Financial Planning, Securities, Small Business, Mutual Funds, Wealth, Retirement Planning, Long-term Care, Strategic Financial..., Financial Planners, Investment Advisory, Financial Advisory, Estate Tax Planning, Investment Management, Wealth Management, Portfolio Management, Wealth Management..., 401k, IRAs
Education
University at Albany, SUNY
BS
SUNY (State University of New York) Albany
Bachelor of Science Degree, Political Science
Halliday Financial Group January 2013 - January 2014
First Niagara Bank September 2008 - March 2011
First Niagara Bank July 2006 - March 2011
First Niagara Bank July 2006 - March 2011
First Niagara Bank July 2006 - March 2011
Lang Law Firm May 2001 - June 2006
Lang Law Firm May 2001 - June 2006
Herzog Law Firm May 1996 - May 2001
Herzog May 1996 - May 2001
Koldin & Levine Law Center November 1986 - May 1996
Skills
Estate Planning, Investments, Trusts, Retirement, Finance, Medicaid Applications, Spend-Downs, Financial Services, Insurance, Asset Allocation, Banking, High Net Worth..., Financial Planning, Securities, Small Business, Mutual Funds, Wealth, Retirement Planning, Long-term Care, Strategic Financial..., Financial Planners, Investment Advisory, Financial Advisory, Estate Tax Planning, Investment Management, Wealth Management, Portfolio Management, Wealth Management..., 401k, IRAs
Education
University at Albany, SUNY
BS
SUNY (State University of New York) Albany
Bachelor of Science Degree, Political Science
Scott Solomon Scott Solomon's Halliday Financial Group Experience September 2010 - January 2014
Job President and Chief Operating Officer at Halliday Financial
Industry Investment Management
Experience
Halliday Financial January 2014 - Present
Halliday Financial Group September 2010 - January 2014
Halliday Financial Group July 2008 - September 2010
Halliday Financial Group March 2006 - July 2008
Halliday Financial Group April 2004 - March 2006
Education
University at Albany, SUNY 1995 — 1999
Commack High School 1991 — 1995
Halliday Financial January 2014 - Present
Halliday Financial Group September 2010 - January 2014
Halliday Financial Group July 2008 - September 2010
Halliday Financial Group March 2006 - July 2008
Halliday Financial Group April 2004 - March 2006
Education
University at Albany, SUNY 1995 — 1999
Commack High School 1991 — 1995
Adam Rakoczy Adam Rakoczy's Halliday Financial Group Experience June 2011 - Present
Job Financial Advisor at Halliday Financial
Industry Financial Services
Experience
Halliday Financial Group June 2011 - Present
MAC Goaltending LLC September 2009 - Present
ORDD Law May 2009 - June 2011
Skills
Strategic Financial...
Education
SUNY Albany 2009 — 2011
Sociology
Christian Brothers Academy 2004 — 2007
Shenendehowa High School WEST
Shenendehowa High School WEST
Halliday Financial Group June 2011 - Present
MAC Goaltending LLC September 2009 - Present
ORDD Law May 2009 - June 2011
Skills
Strategic Financial...
Education
SUNY Albany 2009 — 2011
Sociology
Christian Brothers Academy 2004 — 2007
Shenendehowa High School WEST
Shenendehowa High School WEST
Andrew Halliday Andrew Halliday's Halliday Financial Group Experience October 1999 - Present
Job President, Halliday Financial: Wealth Management/Capital Markets
Industry Capital Markets
Experience
Halliday Financial Group October 1999 - Present
Skills
Financial Advisory, Wealth, Leadership, Investment Banking, Series 7, Series 24, Wealth Management, Capital Markets, Investments, Fixed Income, Alternative Investments, Equities, Private Equity, Financial Modeling, Mergers, Options, Financial Markets, Due Diligence, Equity Trading, Private Placements, Financial Structuring, Structured Finance, Equity Research, Retirement Planning, Finance, Securities, Estate Planning, Portfolio Management, Mergers & Acquisitions, Asset Management, Management
Education
Colgate University 1987 — 1991
BA, English
Syracuse University College of Law 1991 — 1994
JD, Law
North Shore High School 1983 — 1987
Halliday Financial Group October 1999 - Present
Skills
Financial Advisory, Wealth, Leadership, Investment Banking, Series 7, Series 24, Wealth Management, Capital Markets, Investments, Fixed Income, Alternative Investments, Equities, Private Equity, Financial Modeling, Mergers, Options, Financial Markets, Due Diligence, Equity Trading, Private Placements, Financial Structuring, Structured Finance, Equity Research, Retirement Planning, Finance, Securities, Estate Planning, Portfolio Management, Mergers & Acquisitions, Asset Management, Management
Education
Colgate University 1987 — 1991
BA, English
Syracuse University College of Law 1991 — 1994
JD, Law
North Shore High School 1983 — 1987
Jason Tabor Jason Tabor's Halliday Financial Group Experience 2002 - 2012
Job Senior Financial Services Representative
Industry Financial Services
Experience
Principal Financial Group 2012 - Present
Halliday Financial Group 2002 - 2012
Hartwick College 2000 - 2002
Skills
Income Protection, Survivor Income, Financial Needs Analysis, Business Continuation..., Informal Business..., College Funding..., Retirement Planning, Wealth Accumulation, Charitable Giving, Estate Planning, Asset Allocation, Buy-sell Agreements, 401 (k), 403 (b), SEP &..., Term, Universal & Whole..., IRAs (Traditional &..., Disability Income..., Annuities (Variable &..., Long Term Care Insurance, Mutual Funds, Series 6, 7, 63
Education
Syracuse University 1995 — 1997
MS, Education
Hartwick College 1990 — 1995
BA, Mathematics
Cooperstown High School 1985 — 1990
Principal Financial Group 2012 - Present
Halliday Financial Group 2002 - 2012
Hartwick College 2000 - 2002
Skills
Income Protection, Survivor Income, Financial Needs Analysis, Business Continuation..., Informal Business..., College Funding..., Retirement Planning, Wealth Accumulation, Charitable Giving, Estate Planning, Asset Allocation, Buy-sell Agreements, 401 (k), 403 (b), SEP &..., Term, Universal & Whole..., IRAs (Traditional &..., Disability Income..., Annuities (Variable &..., Long Term Care Insurance, Mutual Funds, Series 6, 7, 63
Education
Syracuse University 1995 — 1997
MS, Education
Hartwick College 1990 — 1995
BA, Mathematics
Cooperstown High School 1985 — 1990
Frank T. Guiffre's Halliday Financial Group Experience September 2006 - May 2010
Job Regional Vice President at Halliday Financial
Industry Financial Services
Experience
Halliday Financial March 2005 - Present
Halliday Financial Group September 2006 - May 2010
HRC Investment Services March 2004 - February 2005
Skills
Risk Mitigation, Asset Allocation, Plan Design, Estate Planning, Retirement Planning, Disability Insurance, Health Insurance, Risk Management, Fixed Annuities, 401k, Portfolio Management, Retirement, Mutual Funds, Series 7, Investments, Asset Management, Strategic Financial..., Finance
Education
Bryant & Stratton College 2008 — 2009
CFP, Certified Financial Planner
State University of New York at Albany 2001 — 2005
Psychology, Finance, Economics, Criminal Justice
Halliday Financial March 2005 - Present
Halliday Financial Group September 2006 - May 2010
HRC Investment Services March 2004 - February 2005
Skills
Risk Mitigation, Asset Allocation, Plan Design, Estate Planning, Retirement Planning, Disability Insurance, Health Insurance, Risk Management, Fixed Annuities, 401k, Portfolio Management, Retirement, Mutual Funds, Series 7, Investments, Asset Management, Strategic Financial..., Finance
Education
Bryant & Stratton College 2008 — 2009
CFP, Certified Financial Planner
State University of New York at Albany 2001 — 2005
Psychology, Finance, Economics, Criminal Justice
Katherine Piscopo Stein, CFP (R), MBA Katherine Piscopo Stein, CFP (R), MBA's Halliday Financial Group Experience July 2013 - Present
Job CERTIFIED FINANCIAL PLANNER TM
Industry Financial Services
Experience
Halliday Financial Group July 2013 - Present
New England Securities May 2011 - June 2013
New England Securities May 2011 - June 2013
DealerTrack March 2008 - 2010
Proginet September 2006 - March 2008
US Army Corps of Engineers April 2005 - September 2006
Congressman Peter J. Visclosky May 2002 - April 2005
U.S. Representative Peter Visclosky 2002 - 2005
House in Bellmore 2003 - 2003
Skills
Management, Asset Allocation, Certified Financial..., Finance, Retirement Planning, Investments, Strategy, Securities, Mutual Funds, FINRA, Investment Advisory..., Personal Finance, Registered Investment..., Portfolio Management, Investor Relations, Strategic Planning, Investment Strategies, Financial Advisory
Education
Adelphi University 2007 — 2009
MBA, Managment & Finance
University of Notre Dame 1998 — 2002
Halliday Financial Group July 2013 - Present
New England Securities May 2011 - June 2013
New England Securities May 2011 - June 2013
DealerTrack March 2008 - 2010
Proginet September 2006 - March 2008
US Army Corps of Engineers April 2005 - September 2006
Congressman Peter J. Visclosky May 2002 - April 2005
U.S. Representative Peter Visclosky 2002 - 2005
House in Bellmore 2003 - 2003
Skills
Management, Asset Allocation, Certified Financial..., Finance, Retirement Planning, Investments, Strategy, Securities, Mutual Funds, FINRA, Investment Advisory..., Personal Finance, Registered Investment..., Portfolio Management, Investor Relations, Strategic Planning, Investment Strategies, Financial Advisory
Education
Adelphi University 2007 — 2009
MBA, Managment & Finance
University of Notre Dame 1998 — 2002
David Naftaly's Halliday Financial Group Experience June 2012 - August 2012
Job Financial Analyst at Garden City Group, LLC
Industry Financial Services
Experience
Garden City Group, LLC April 2014 - Present
Halliday Financial Group June 2012 - August 2012
Halliday Financial Group June 2011 - August 2011
North Bellmore Union Free School District July 2007 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Event Planning, Event Management, Research, Access, Financial Modeling, Financial Analysis, Finance, Highly detail oriented, Time Management
Education
Seton Hall University 2009 — 2013
Bachelors of Business Administration, Finance
Investment Banking Institute 2012 — 2012
Bethpage High School 2005 — 2009
Advanced Regents Diploma
Garden City Group, LLC April 2014 - Present
Halliday Financial Group June 2012 - August 2012
Halliday Financial Group June 2011 - August 2011
North Bellmore Union Free School District July 2007 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Public Speaking, Event Planning, Event Management, Research, Access, Financial Modeling, Financial Analysis, Finance, Highly detail oriented, Time Management
Education
Seton Hall University 2009 — 2013
Bachelors of Business Administration, Finance
Investment Banking Institute 2012 — 2012
Bethpage High School 2005 — 2009
Advanced Regents Diploma
Jake Noone's Halliday Financial Group Experience March 2012 - May 2012
Job J.D. Candidate at Villanova University School of Law
Industry Investment Management
Experience
Guggenheim Partners May 2015 - August 2015
Guggenheim Partners May 2014 - August 2014
Brown Brothers Harriman May 2012 - April 2013
Halliday Financial Group March 2012 - May 2012
The Glen Head Pharmacy June 2002 - March 2012
Skills
Microsoft Office, Microsoft Excel, Hedge Funds, Securities, Financial Modeling, PowerPoint, Research, Securities Regulation, FINRA, Investment Management, Fundraising, Networking, Alternative Investments, Finance, Due Diligence, Legal Research, V Lookups, Pivot Tables, Investment Consulting, Business Development, Compliance, AML, KYC, Client Service Oriented, Client Relations Skills, Operations, Intralink, Salesforce.com, DTCC, Management, Investment Banking
Education
Villanova University School of Law 2013 — 2016
Doctor of Law (J.D.)
Pepperdine University 2010 — 2010
Public Policy Analysis
Fordham University 2006 — 2010
B.S., Business Administration and Law
Guggenheim Partners May 2015 - August 2015
Guggenheim Partners May 2014 - August 2014
Brown Brothers Harriman May 2012 - April 2013
Halliday Financial Group March 2012 - May 2012
The Glen Head Pharmacy June 2002 - March 2012
Skills
Microsoft Office, Microsoft Excel, Hedge Funds, Securities, Financial Modeling, PowerPoint, Research, Securities Regulation, FINRA, Investment Management, Fundraising, Networking, Alternative Investments, Finance, Due Diligence, Legal Research, V Lookups, Pivot Tables, Investment Consulting, Business Development, Compliance, AML, KYC, Client Service Oriented, Client Relations Skills, Operations, Intralink, Salesforce.com, DTCC, Management, Investment Banking
Education
Villanova University School of Law 2013 — 2016
Doctor of Law (J.D.)
Pepperdine University 2010 — 2010
Public Policy Analysis
Fordham University 2006 — 2010
B.S., Business Administration and Law
Joseph A. Stewart Joseph A. Stewart's Halliday Financial Group Experience February 2010 - February 2013
Job Sales Manager at Bullock Hospitality, LLC
Industry Financial Services
Experience
Bullock Hospitality, LLC May 2012 - Present
Halliday Financial Group February 2010 - February 2013
Stewart Southern™ September 2007 - February 2011
Nigro Companies August 2005 - September 2009
Education
Siena College 2004 — 2006
B.S., Management & Marketing
The College of Saint Rose
Financial Planning Certificate
Bullock Hospitality, LLC May 2012 - Present
Halliday Financial Group February 2010 - February 2013
Stewart Southern™ September 2007 - February 2011
Nigro Companies August 2005 - September 2009
Education
Siena College 2004 — 2006
B.S., Management & Marketing
The College of Saint Rose
Financial Planning Certificate
Howard Kibrick Howard Kibrick's Halliday Financial Group Experience June 2007 - Present
Job Financial Advisor and Registered Principal at Halliday Financial Group
Industry Financial Services
Experience
Halliday Financial Group June 2007 - Present
Hudson River Bank and Trust/ First Niagara Bank July 2002 - June 2007
Troy Savings Bank June 2001 - June 2002
Cohoes Savings Bank/ Hudson River Bank and Trust April 1998 - June 2001
Waddell and Reed October 1996 - April 1998
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Portfolio Management, Investments, Estate Planning, Series 7, 401k, Series 63, Retirement, Asset Management, Fixed Annuities, Insurance, Asset Allocation, Investment Advisory, Financial Analysis, Wealth Management, IRAs, Financial Modeling, Risk Management, Securities
Education
Rutgers University-New Brunswick 1987 — 1989
Master's Degree
Cornell University 1983 — 1987
Bachelor's of Science
Halliday Financial Group June 2007 - Present
Hudson River Bank and Trust/ First Niagara Bank July 2002 - June 2007
Troy Savings Bank June 2001 - June 2002
Cohoes Savings Bank/ Hudson River Bank and Trust April 1998 - June 2001
Waddell and Reed October 1996 - April 1998
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Portfolio Management, Investments, Estate Planning, Series 7, 401k, Series 63, Retirement, Asset Management, Fixed Annuities, Insurance, Asset Allocation, Investment Advisory, Financial Analysis, Wealth Management, IRAs, Financial Modeling, Risk Management, Securities
Education
Rutgers University-New Brunswick 1987 — 1989
Master's Degree
Cornell University 1983 — 1987
Bachelor's of Science
Billy Dallas Billy Dallas's Halliday Financial Group Experience June 2010 - August 2011
Job Account Executive at GTM Payroll Services Inc.
Industry Banking
Experience
GTM Payroll Services Inc. October 2014 - Present
Berkshire Bank September 2011 - October 2014
Halliday Financial Group June 2010 - August 2011
Skills
Portfolio Management, Financial Analysis, Budgets, Investments, Sales Management, New Business Development, Risk Management, Relationship Management, Retail Banking, Strategic Financial..., Banking, Sales, Credit, Marketing, Loans, Insurance, Finance, Payroll
Education
La Salle Institute
Hudson Valley Community College
Associate’s Degree, Marketing and Liberal Arts
GTM Payroll Services Inc. October 2014 - Present
Berkshire Bank September 2011 - October 2014
Halliday Financial Group June 2010 - August 2011
Skills
Portfolio Management, Financial Analysis, Budgets, Investments, Sales Management, New Business Development, Risk Management, Relationship Management, Retail Banking, Strategic Financial..., Banking, Sales, Credit, Marketing, Loans, Insurance, Finance, Payroll
Education
La Salle Institute
Hudson Valley Community College
Associate’s Degree, Marketing and Liberal Arts
Sean Rogers's Halliday Financial Group Experience December 2010 - January 2011
Job Jefferies LLC.
Industry Financial Services
Experience
Jefferies LLC February 2014 - Present
University of Notre Dame May 2012 - May 2013
Jefferson Secondary School Mentoring Program January 2009 - March 2013
Realty Capital Securities June 2012 - August 2012
CM&F GROUP, INC June 2011 - August 2011
Halliday Financial Group December 2010 - January 2011
Skills
Financial Analysis, Alternative Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Equities, REIT, Investments, Strategic Planning, Public Speaking, Access, Data Analysis, Sales
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Holy Trinity High School 2004 — 2008
Jefferies LLC February 2014 - Present
University of Notre Dame May 2012 - May 2013
Jefferson Secondary School Mentoring Program January 2009 - March 2013
Realty Capital Securities June 2012 - August 2012
CM&F GROUP, INC June 2011 - August 2011
Halliday Financial Group December 2010 - January 2011
Skills
Financial Analysis, Alternative Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Equities, REIT, Investments, Strategic Planning, Public Speaking, Access, Data Analysis, Sales
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Holy Trinity High School 2004 — 2008
Alec Volpe Alec Volpe's Halliday Financial Group Experience September 2010 - January 2012
Job Audit Intern at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP June 2014 - August 2014
Canrock Ventures June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Halliday Financial Group September 2010 - January 2012
Education
Molloy College 2011 — 2015
Bachelor's Degree
North Shore High School 2008 — 2011
Grant Thornton LLP June 2014 - August 2014
Canrock Ventures June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Halliday Financial Group September 2010 - January 2012
Education
Molloy College 2011 — 2015
Bachelor's Degree
North Shore High School 2008 — 2011
James Werner's Halliday Financial Group Experience 2009 - Present
Job Vice President, Certified Financial Planner TM at Halliday Financial Group
Industry Financial Services
Experience
Halliday Financial Group 2009 - Present
Skills
Financial Analysis, Investments, Business Development, Asset Managment, Strategic Planning, Portfolio Management, Equities, Financial Modeling, Microsoft Office, Finance, Business Strategy, Insurance, PowerPoint, Customer Service, Strategic Financial..., Risk Management, Retirement Planning, Leadership, Asset Management, Securities, Program Management, Series 7, Mutual Funds, Sales, Asset Allocation, Retirement, Estate Planning, Alternative Investments, Series 63, Wealth Management, Fixed Annuities, Investment Strategies
Education
Hofstra University 2003 — 2006
MBA, Finance
Lafayette College 1993 — 1997
BS, Civil Engineering
Baldwin HS 1991 — 1995
Molloy College
Halliday Financial Group 2009 - Present
Skills
Financial Analysis, Investments, Business Development, Asset Managment, Strategic Planning, Portfolio Management, Equities, Financial Modeling, Microsoft Office, Finance, Business Strategy, Insurance, PowerPoint, Customer Service, Strategic Financial..., Risk Management, Retirement Planning, Leadership, Asset Management, Securities, Program Management, Series 7, Mutual Funds, Sales, Asset Allocation, Retirement, Estate Planning, Alternative Investments, Series 63, Wealth Management, Fixed Annuities, Investment Strategies
Education
Hofstra University 2003 — 2006
MBA, Finance
Lafayette College 1993 — 1997
BS, Civil Engineering
Baldwin HS 1991 — 1995
Molloy College
Charles Nicosia's Halliday Financial Group Experience 2000 - 2003
Job Financial Consultant
Industry Financial Services
Experience
Community Investment Services, Inc. November 2003 - Present
Halliday Financial Group 2000 - 2003
Education
State University of New York College at Oneonta 1998 — 2000
BS, Economics & Finance
Community Investment Services, Inc. November 2003 - Present
Halliday Financial Group 2000 - 2003
Education
State University of New York College at Oneonta 1998 — 2000
BS, Economics & Finance
Jason Tabor's Halliday Financial Group Experience July 2002 - Present
Job Intergenerational College Funding Counselor
Industry Financial Services
Experience
Halliday Financial Group July 2002 - Present
Education
Syracuse University 1995 — 1997
MS, Education
Hartwick College 1990 — 1995
BA, Mathematics
Halliday Financial Group July 2002 - Present
Education
Syracuse University 1995 — 1997
MS, Education
Hartwick College 1990 — 1995
BA, Mathematics
Gary W. Lofgren's Halliday Financial Group Experience February 1986 - Present
Job Senior Vice President at Halliday Financial
Industry Financial Services
Experience
Halliday Financial Group February 1986 - Present
Education
Gettysburg College
BS, Economics
Halliday Financial Group February 1986 - Present
Education
Gettysburg College
BS, Economics
Nicholas Agostino's Halliday Financial Group Experience ManagerNew England WingsJune 2001 - July 2007
Job Financial Advisor at Halliday Financial Group
Industry Financial Services
Experience
Halliday Financial Group ManagerNew England WingsJune 2001 - July 2007
Education
Siena College 2004 — 2007
B/S, Finance
Shaker High School 1998 — 2001
Halliday Financial Group ManagerNew England WingsJune 2001 - July 2007
Education
Siena College 2004 — 2007
B/S, Finance
Shaker High School 1998 — 2001
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