Northstar Wealth Partners

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Northstar Wealth Partners Employees

Employee
Years
Job
Industry
Frank P. Zocco, Jr., AIF®, CRPS® Frank P. Zocco, Jr., AIF®, CRPS® Middletown, Connecticut Details
Frank P. Zocco, Jr., AIF®, CRPS®'s Northstar Wealth Partners Experience September 2005 - May 2015
Job Partner/Retirement Plan Specialist at The River Suite Wealth Partners
Industry Financial Services
Experience
The River Suite Wealth Partners   May 2015 - Present
Northstar Wealth Partners   September 2005 - May 2015
Citizens Investment Services  August 2001 - September 2005
Aetna  March 1997 - July 2001
American Express Financial Advisors  February 1995 - March 1997

Skills
Retirement Planning, Estate Planning, Pensions, Series 7, Investment Management, Risk Management, Vendor Management, Investment Policy, Qualified Retirement..., Participant Advice &..., Fiduciary Partner, Fiduciary Education, 3(21) Co-fiduciary..., 3(38) Fiduciary, Investment Benchmarking, Investment Line-up..., Investment Policy..., Fee Benchmarking, Participant Education, ERISA 404(c) Assistance, ERISA 408(b)(2)..., ERISA 404(a)(5)..., Retirement, 401k, Investments, Financial Advisory, Financial Planning, Financial Services, Securities, Mutual Funds, Finance, Portfolio Management, Wealth Management, Series 63

Education
American College
Financial Planning

Center for Fiduciary Studies
Accredited Investment Fiduciary (AIF) designation, Fiduciary Excellence

College for Financial Planning
Chartered Retirement Plans Specialist (CRPS)

Manchester Community College
Certificate in Financial Planning

Romaine Macomb, CFP®, AIF® Romaine Macomb, CFP®, AIF® Old Saybrook, Connecticut Details
Romaine Macomb, CFP®, AIF®'s Northstar Wealth Partners Experience August 2013 - Present
Job Partner / Wealth Advisor at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners   August 2013 - Present
Essex Financial Services  November 1987 - August 2013

Skills
Certified Financial..., Accredited Investment..., Wealth Management, Retirement Planning, Investment Advisory..., Wealth Management..., Qualified Retirement..., series 24, Retirement, Series 7, 401k, Financial Services, Investment Advisory, Investment Management, Retirement Plan..., Financial Planning

Education
Southern Connecticut State University   1974 — 1978
Bachelor of Education (BEd), Education

West Haven High School   1970 — 1974

Emanuel Romero-Vicini, MBA Emanuel Romero-Vicini, MBA Simsbury, Connecticut Details
Emanuel Romero-Vicini, MBA's Northstar Wealth Partners Experience November 2011 - April 2014
Job Chief Compliance Officer at Futurity First Insurance Group
Industry Financial Services
Experience
Futurity First Insurance Group  April 2014 - Present
DressanderBHC  April 2014 - June 2015
Northstar Wealth Partners   November 2011 - April 2014
SS&C GlobeOp  March 2009 - July 2011
Liberty Bank  December 2002 - February 2009
Proprietary Day Trader  March 2001 - December 2002
TD Waterhouse  March 1998 - March 2001

Skills
Compliance, Alternative Investments, Investments, Series 7, Series 63, Series 65, Series 24, series 55, series 3, series 4, MS Excel Pivot Tables, Camra Accounting, ADP order entry, Nasdaq Level 2, SQL, Crystal Reports, Bloomberg, CT health and life..., Real Estate Investing

Education
University of Hartford   2007 — 2009
Master of Business Administration (MBA), Accounting and Finance, 3.8

Central Connecticut State University   2004 — 2007
Bachelor of Science (BS), Accounting and Finance, 3.25

Ryan Morrissey, CFP Ryan Morrissey, CFP North Haven, Connecticut Details
Ryan Morrissey, CFP's Northstar Wealth Partners Experience January 2010 - Present
Job Wealth Advisor Discover, Live Well, Retire
Industry Financial Services
Experience
Northstar Wealth Partners   January 2010 - Present
Morgan Stanley  July 2001 - January 2010

Skills
Retirement Planning, Estate Planning, Wealth Management, Personal Financial..., Investment Management, Investment Advisory, Life Insurance, Disability Insurance, Long Term Care Insurance, Social Security, Medicare, Alternative Investments

Education
University of Delaware   1997 — 2001
BA, Economics

Cheshire High School

Kyle Egan Kyle Egan New York, New York Details
Kyle Egan's Northstar Wealth Partners Experience November 2013 - January 2014
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   June 2015 - Present
J.P. Morgan   June 2014 - August 2014
Northstar Wealth Partners   November 2013 - January 2014
Carroll School of Management Marketing Department   September 2012 - May 2013
Essex Financial Services  December 2012 - January 2013
Old Lyme Country Club  May 2012 - August 2012

Skills
Leadership, Research, PowerPoint, Time Management, Accounting, Commitment to Quality, Microsoft Excel, Portfolio Management, Financial Analysis, Mutual Funds, Outstanding time..., Finance, Data Analysis, Proficient in Microsoft..., Series 63, Series 79

Education
Boston College   2011 — 2015
Bachelor’s Degree, Finance and Marketing, 3.7 GPA; Cum Laude

University of Otago   2013 — 2013
Bachelor of Commerce Program, Business/Commerce, General

Daniel Hand High School   2007 — 2011

Brandon Marinelli Brandon Marinelli Greater New York City Area Details
Brandon Marinelli's Northstar Wealth Partners Experience June 2004 - Present
Job Founding Partner | Registered Principal | Wealth Advisor at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners   June 2004 - Present
Lincoln Financial Group  November 2003 - September 2005
Park Avenue Securities  June 2001 - September 2003

Skills
Wealth, Securities, Investments, Financial Advisory, Wealth Management, Retirement Planning, Investment Strategies, Financial Services, Asset Management, Series 7, Investment Management, Strategic Financial..., Series 63, Insurance, Investment Advisory, Retirement, Alternative Investments, Portfolio Management, Pensions, Finance, Life Insurance, Mutual Funds, Fixed Annuities, Asset Allocation, Estate Planning, 401k

Education
Central Connecticut State University
Bachelor of Science, Business

Elizabeth Kommritz Elizabeth Kommritz Fort Collins, Colorado Details
Elizabeth Kommritz's Northstar Wealth Partners Experience December 2012 - July 2013
Job Retail Sales Representative at Verizon Wireless
Industry Marketing and Advertising
Experience
Verizon Wireless  March 2014 - Present
Northstar Wealth Partners   December 2012 - July 2013
Planet Botanicals   July 2012 - July 2013
Flow Wine Group  October 2011 - July 2013
CCSU School of Business   August 2008 - December 2012

Skills
Management, Western Europe, Economics, Customer Service, Public Speaking, Research, Social Media, Microsoft Office, Teamwork, Office Management, Cold Calling, Salesforce.com, Sales Prospecting, Social Networking, Outlook, Market Research, Marketing

Education
Central Connecticut State University   2008 — 2013
Bachelor of Science (BS) Bachelor of Arts (BA), International Business Management, German

The University of Freiburg   2010 — 2011
Bachelors, German, Economics

Eric Powers CLTC Eric Powers CLTC Wethersfield, Connecticut Details
Eric Powers CLTC's Northstar Wealth Partners Experience March 2012 - Present
Job Financial Planner/ Wealth Advisor
Industry Financial Services
Experience
Northstar Wealth Partners   March 2012 - Present
Bank of America  2004 - 2008

Education
Northern Arizona University
Marketing

J McAraw J McAraw Old Lyme, Connecticut Details
J McAraw's Northstar Wealth Partners Experience July 2013 - Present
Job Partner | Wealth Advisor at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners   July 2013 - Present

Skills
Series 7, Portfolio Management, Financial Analysis, Strategic Financial..., Retirement Planning, Series 65, Connecticut Life and...

Education
Seton Hall University   1989 — 1993
Bachelor's degree, Mathematical Statistics and Probability

Christine Platosz Christine Platosz Hartford, Connecticut Area Details
Christine Platosz's Northstar Wealth Partners Experience March 2012 - April 2013
Job Energy Services Associate at Hartford Steam Boiler
Industry Insurance
Experience
Hartford Steam Boiler  April 2013 - Present
Northstar Wealth Partners   March 2012 - April 2013
MetLife  September 2011 - March 2012

Skills
Insurance, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Economics, Outlook, Securities, Retirement, Estate Planning, Finance

Education
Central Connecticut State University   2010 — 2012
Bachelor of Science, Business; Finance

Doug Kartsen, CFA Doug Kartsen, CFA Avon, Connecticut Details
Doug Kartsen, CFA's Northstar Wealth Partners Experience November 2010 - Present
Job Financial Planner at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners   November 2010 - Present
Edward Jones  2006 - 2010
Sovereign Bank  2004 - 2006
HSBC Equator   1995 - 2004

Skills
Strategic Financial..., Investments, Wealth Management, Portfolio Management, Public Speaking, Valuation, Retirement, Wealth, Risk Management

Education
Rensselaer Polytechnic Institute
MBA and MS, Management and Finance

University of New Hampshire
BS, Mechanical Engineering

Robert Laraia Robert Laraia West Hartford, Connecticut Details
Robert Laraia's Northstar Wealth Partners Experience August 2009 - Present
Job Founding Partner, NorthStar Wealth Partners, LLC
Industry Financial Services
Experience
Northstar Wealth Partners   August 2009 - Present
LPL Financial  October 2008 - Present
West Hartford Magazine   January 2012 - September 2012
Regular Guest on Business Buzz WESU radio CT   January 2009 - October 2010
Contributing Freelance Writer/ CT Business Magazine   2006 - 2007
Contributing writer Hartford Magazine/MRC   2003 - 2007

Skills
Independent Financial..., Certified Insurance..., Registered Financial..., Marketing and Branding..., Recruiting New...

Education
Central Connecticut State University   1981 — 1985
BS, Marketing/Business

Renbrook (upcoming)

Renbrook (upcoming)

Renbrook (upcoming)

Stevin Moses Stevin Moses Hartford, Connecticut Area Details
Stevin Moses's Northstar Wealth Partners Experience July 2009 - Present
Job Wealth Manager/Advisor at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners, LLC   July 2009 - Present
Northstar Wealth Partners   July 2009 - Present
LPL Finanical  2009 - Present
Peoples Securities, Inc.   September 2004 - July 2009
MassMutual Financial Group  June 2002 - September 2004
American Express Financial Advisors  September 1996 - June 2002
U.S. Coast Guard   March 1988 - December 1993

Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Asset Managment, Series 7, Financial Advisory, Insurance, Estate Planning, Retirement, Fixed Annuities, Pensions, Alternative Investments, Wealth, Finance, Long-term Care, Asset Allocation, Investment Management, FINRA, Securities, Financial Services

Education
The University of Connecticut   1992 — 1996
BA, Political Science/Criminology

The Academy of Health Care Professions-San Antonio   1992 — 1992
Associate of Science (A.S.), Pharmaceutical Sciences

Cassandra Ducey Cassandra Ducey Greater New York City Area Details
Cassandra Ducey's Northstar Wealth Partners Experience June 2012 - June 2014
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  June 2014 - Present
Northstar Wealth Partners   June 2012 - June 2014
Palomar Medical Technologies  December 2011 - January 2012

Education
Quinnipiac University - School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Chartered Financial Analyst Track

Quinnipiac University - School of Business   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Meagan E Donahue Meagan E Donahue West Hartford, Connecticut Details
Meagan E Donahue's Northstar Wealth Partners Experience August 2015 - Present
Job Chief Compliance Officer at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners   August 2015 - Present
Northstar Wealth Partners   May 2014 - August 2015
Signator Investors, Inc.   October 2009 - May 2014
John Hancock Financial Network  May 2007 - October 2009
John Hancock Financial Services  December 2005 - May 2007
Lincoln Financial Group  October 2004 - December 2005

Education
Eastern Connecticut State University   2000 — 2004
Bachelors of Arts, English

Todd Mendlinger Todd Mendlinger Greater New York City Area Details
Todd Mendlinger's Northstar Wealth Partners Experience June 2010 - August 2010
Job Senior Media Strategist at Ampush
Industry Marketing and Advertising
Experience
Ampush  February 2015 - Present
Ampush  January 2014 - January 2015
LivingSocial  July 2012 - July 2013
LivingSocial  May 2011 - June 2012
Merrill Lynch  April 2011 - May 2011
Northstar Wealth Partners   June 2010 - August 2010
LAZ Parking  June 2009 - August 2009

Skills
Online Advertising, Product Development, Conversion Optimization, A/B testing, Google Analytics, Data Visualization, Regular Expressions, Online Marketing, Web Analytics, Social Media Marketing, Marketing

Education
The Johns Hopkins University   2008 — 2012
Bachelor of Arts (BA), Economics

Loomis Chaffee   2004 — 2008