When you open an investment account with Periscope Wealth Management, we make 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, View, has an easy-to-use dashboard that gives you a view of everything you own and owe. Look at your investments, net worth, spending, budgets, all accounts, and protections.
Joe is an engineer by training and holds his certified fund specialist (CFS) designation. Using this unique skill set, he helps clients address their wealth management needs.
Joseph started his career with AXA U.S. in 2005. Since then, he has been nationally ranked several times as one of the industry’s top advisors. Joseph has achieved membership in Million Dollar Round Table’s Court of the Table which is a career milestone attainedonly by those who have demonstrated exceptional professional knowledge client service and ethical conduct.
Joseph has dedicated his time to working closely with clients as the social, technological and macro-economic environments continue to evolve. Joseph focuses on Asset Management, Family planning, Retirement Planning, and implementing technological innovations into the planning process. Joseph is a graduate of Syracuse University with a degree in Engineering, and has a Masters of Science Degree with a focus in Engineering from Arizona State University. Joseph lives with his wife Courtney and two children Alexander and Stella in& Manhattan.
Dan is the team’s CERTIFIED FINANCIAL PLANNER® professional. He helps clients build a holistic wealth plans that consider all facets of their financial picture.
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, Life, and Health Insurance licenses. Daniel has received a certificate in Retirement Planning from The Wharton School of Business.
Peter brings over 25 years of experience in investment services to the Periscope Team. He helps clients with their financial planning and investment portfolio needs.
Peter began his career in finance nearly 30 years ago on the Foreign exchange trading desk at Dean Witter Reynolds. He eventually transitioned into a portfolio management role at the Dean Witter’s Asset management arm, Intercapital. There he worked with a team managing the global bond funds (Global Short Term Bond Fund and The Worldwide Income Fund). In 1995 Peter joined Morgan Stanley’s equity asset management team. He was responsible for managing Morgan Stanley blended SMA strategy. In addition to his role as a portfolio manager he sat on the financial review board for The Morgan Stanley Trust Company. In 2003 Peter Joined AXA Advisor as a Financial Consultant. He works diligently and brings to bear his diverse years of experience in asset allocation modeling when developing plans for his client’s needs.
Pat’s focus lies in structuring insurance portfolios to help meet his client’s protection, financial, and retirement needs.
Patrick McEvoy’s experience lies in financial planning and wealth management with a focus on estate planning strategies, risk management, advanced life insurance strategies and retirement planning.
Pat began his career in 2009 as a Financial Consultant with AXA and has been successfully building his practice within the industry since graduating from college. He has won several awards for production, and has been nationally ranked in the top ten on two separate occasions, being inducted into the Sterling Group and Elite Producer Group. He is a qualifying member of the Million Dollar Round Table based on his production and has been since his first year in the business.
Pat received the Retirement Planning Specialist title, awarded by AXA Advisors based upon the receipt of a certificate in Retirement Planning, Wharton. As well as an Executive Degree focused on Asset Allocation and Wealth Management Strategies at Harvard University. He maintains the FINRA Series 7
David holds his CFP®., ChFC, CRPC*. He helps his clients in all areas of wealth management and uniquely specializes in the arena of small business planning and employee benefits.
David DePalma brings more than a decade of wealth management and financial planning experience to his position at Periscope. With a firm commitment to continued education, he has earned several accreditations in his field—two of which are highly regarded in the financial services industry for financial planners, the Chartered Financial Consultant (ChFC®) and CERTIFIED FINANCIAL PLANNERTM professional (CFP®).
David is also a Chartered Retirement Planning Counselor (CRPC) and serves as Director of Employer Benefits for the Periscope team. His proficiency in this field includes establishing and maintaining group health plans, pensions, 401ks, deferred compensation and executive benefit plans.
Whether he’s advising enterprise-level corporate clients or individual investors, his objective remains the same: to provide customized comprehensive financial plans that meet and exceed expectations.
CFP® and CERTIFIED FINANCIAL PLANNERTM 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
Dan is an attorney with 25 years of experience in risk management strategies including estate, trust & business planning. His professional background makes him an invaluable asset. (Mr. Munroe does not offer legal advice or services)
Mr. Munroe provides sophisticated life and disability insurance solutions for affluent individuals and business owners throughout the United States. He became an advisor after realizing that his career experience would offer clients both education and objective advice in acquiring appropriate coverage.
His background prior to serving as an advisor is unique and helps serve his clients’ complex planning needs. Mr. Munroe served for several years as the head of the AXA Equitable life insurance product development division. He also served as an assistant general counsel, and ran the estate and business planning divisions at Hartford Life, Mutual of New York and AXA Equitable. He has authored numerous articles and spoken nationally on a range of sophisticated insurance planning strategies.
Mr. Munroe is a graduate of both The University of Massachusetts at Amherst and The Washington and Lee University School of Law.
Mathew Rough began his career as a financial consultant with AXA Advisors is 2014. He has focused his business on helping individuals and families with wealth management, financial planning and retirement planning strategies. Mat takes great pride in client service
Mathew Rough began his career as a financial consultant with AXA Advisors is 2014. He has focused his business on helping individuals and families with wealth management, financial planning and retirement planning strategies. Mat takes great pride in client service and has begun to work with other advisors in creating and building their client service processes.
Mat is a graduate of SUNY Geneseo with a degree in Economics and Mathematics. Outside of the office Mat enjoys hiking, traveling, and is an avid follower of Premier League Soccer. Mat currently lives with his wife Jessica in Stamford, CT.
Director of operations with 8 years of experience in administrative management. Carolina holds her series 7 general securities representative. She oversees all our day to day operational procedures as well as ongoing service to clients.
Director of operations with 8 years of experience in administrative management. Carolina is a series 7 licensed general securities representative. She oversees all our day to day operational procedures as well as ongoing service to clients. Carolina Leppert is registered with AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and provides administrative support services only.
Senior Administrative assistant with over 10 years of experience. Alina holds a BA in Business Management from Lehman College. She assists our operational functions and ensures daily processes run smoothly.
Senior Administrative assistant with over 10 years of experience. Alina holds a BA in Business Management from Lehman College. She assists our operational functions and ensures daily processes run smoothly. Alina Mihaila provides administrative support services only.
Leigh Ann joined our team in 2017 as an Administrative Assistant. She is a licensed Notary Public with a BA degree in Human Services from The New York City College of Technology.
Leigh Ann joined our team in 2017 as an Administrative Assistant. She is a licensed Notary Public with a BA degree in Human Services from The New York City College of Technology. Leigh Santiago provides administrative support services only.
