The Periscope Difference

Many of our clients come to us not knowing where to start. What should I be saving; how should I
organize my assets; what investment strategy makes the most sense? These are examples of
questions that we often hear from new clients.

Our Firm at a Glance

59 Years

Combined Experience


Year Founded

734 +

Families helped

Getting to Know Our Team

The Periscope Wealth Management team is comprised of highly skilled financial professionals that bring with them innovation and dedication to make a difference. Our advisors closely collaborate with our clients to create unique strategies around the financial markets. Our financial professionals conduct the necessary research and risk analysis, so clients are presented with investment ideas that are suitable and appropriate to their requirements. We address problems so we can present clients with actionable strategies.


Joseph DiMauro

Position: Co-Founder

Joe has dedicated the past 15 years working closely with clients as the social, technological, and macro-economic environments continue to evolve.  Joe focuses on Wealth Management, Family Planning, Retirement Planning and implementing technological innovations into the planning process.

Prior to forming Periscope Wealth Management, Joe started his career in 2005 with Equitable Advisors.  Since then, he has been nationally ranked several times as one of the industry’s top advisors.  Including being recognized in New York Magazine, as a five star wealth manager, attained only by those who have demonstrated exceptional professional knowledge, client service, and ethical conduct.

Joe is a graduate of Syracuse University with a degree in Engineering, and has a Master’s of Science degree with a focus in engineering from Arizona State University.  Joe lives with his wife Courtney and three children; Alexander, Stella and Lola in Manhattan.

Joe has dedicated the past 15 years working closely with clients...

Joseph DiMauro


Daniel Riso, CFP®

Position: Co-Founder

Daniel has taken his education in the arena of finance and transformed it into a comprehensive study of every facet of the field. Daniel is a graduate of Hobart and Williams Smith Colleges with a degree in Economics and is a CERTIFIED FINANCIAL PLANNER™ professional, which is recognized as the highest standard of education in the industry. He also maintains FINRA Series 7, 63, 65 registrations, Life, and Health Insurance licenses. Daniel has received a certificate in Retirement Planning from The Wharton School of Business, the University of Pennsylvania.

(CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial ongoing certification requirements.)

Daniel has taken his education in the arena of finance...

Daniel Riso, CFP®


Mathew Rough

Position: Financial Professional

Mat has spent his career helping individuals and families navigate the ever-changing financial landscape. Mat focuses on Wealth Management, Financial Planning, Retirement Planning, and takes great pride in client service.

Mat is a graduate of SUNY Geneseo with a degree in Economics and Mathematics. Outside of the office, Mat enjoys traveling, spending time with his family, and is an avid follower of Premier League Soccer. Mat currently resides in Ridgewood, NJ with his wife Jessi, son Logan, and dog Brody.

Mat has spent his career helping individuals and families navigate...

Mathew Rough

Financial Professional

Alexandra Scanlan

Position: Client Service Associate

Alexandra Scanlan is a seasoned Registered Client Service Associate with 12 years of experience. Before joining the Periscope Wealth Management team, Ali spent seven years at Ameriprise Financial Services LLC, where she obtained Life and Health Insurance licenses. Ali began her career at Oppenheimer & Co. Inc, where she received her Series 7 and 63 licenses.

Ali is a graduate of Bryant University with a major in Finance and a minor in Legal Studies. A Massachusetts native, she recently relocated to Florida and enjoys spending her free time exploring Florida with her family.

Alexandra Scanlan is a seasoned Registered Client Service Associate with...

Alexandra Scanlan

Client Service Associate

Convenient Wealth Management Dashboard

Periscope Wealth Management makes it easy for you to view your investment accounts online. This way, you always know what is happening with your money.

Our wealth management portal provides a one-stop-shop for all of your financial needs and has an easy-to-use dashboard that gives you a view of everything you own and owe.

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