A Client-First Perspective

We are a fully integrated wealth management company that helps develop and implement financial strategies for individuals, families, institutions and closely held businesses. Our client-centric culture stems from the integrity of our professionals who are committed to providing exceptional service and results. By developing long-term, collaborative relationships we can offer a personalized approach to help each client with their unique financial needs.

A Client-First Perspective

We are a fully integrated wealth management company that helps develop and implement financial strategies for individuals, families, institutions and closely held businesses. Our client-centric culture stems from the integrity of our professionals who are committed to providing exceptional service and results. By developing long-term, collaborative relationships we can offer a personalized approach to help each client with their unique financial needs.

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.

Managing Partner, Investment Advisor

Joseph DiMauro

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

Joseph 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. Joseph has achieved membership in Million Dollar Round Table’s Court of the Table which is a career milestone attained only by those who have demonstrated exceptional professional knowledge, client service, and ethical conduct.

Joseph 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.  Joseph lives with his wife Courtney and two children Alexander and Stella in Manhattan.

Managing Partner, Investment Advisor

Daniel Riso, CFP®

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.)

Financial Professional

Mathew Rough

Mathew Rough began his career as a financial consultant in 2014 with Equitable Advisors. 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 financial professionals 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.

Client Service Associate

Alexandra Scanlan

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.

Resource Partners

We’ve selected Fidelity Investments as our custodian. For more than 70 years, Fidelity has built a reputation of integrity and financial management expertise. As a leader in the financial services industry, Fidelity has a thorough understanding of the products and services we need to help best serve you and how to deliver them to you in the most efficient and convenient ways. Investments that you entrust to our firm are placed on Fidelity’s custodial platform, Fidelity Brokerage Services, LLC (“FBS”)—a Fidelity Investments company and one of the largest clearing providers in the industry.

CFS

Joseph DiMauro

Joseph started his career in 2005 with his current broker-dealer now Equitable Advisors. 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 attained only 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 Wealth 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.

CFP®

Daniel Riso

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.)
Financial Consultant

Peter Soriento

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 his current broker-dealer, now Equitable Advisors 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.
Financial Consultant

Patrick McEvoy

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 his current broker-dealer, now Equitable Advisors 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 and is recognized by Equitable Advisors as a Steling member of the Elite Advisor Group based on achieving a certain sales production level among all financial professionals within the organization.  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 Equitable Advisors based upon the receipt of a certificate in Retirement.

ChFC®, CFP®

David DePalma

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 designations.

David is has also earned a Chartered Retirement Planning Counselor (CRPC) designation 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.

Financial Advisor

Daniel Munroe

Mr. Munroe provides sophisticated life and disability insurance strategies for affluent individuals and business owners throughout the United States. He became a financial 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 a financial 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. Mr. Munroe does not offer legal advice or services.

Financial Consultant

Matthew Rough

Mathew Rough began his career as a financial consultant in 2014 with his current broker-dealer, now Equitable Advisors. 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 financial professionals 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

Carolina Leppert

Director of operations with 8 years of experience in administrative management. Carolina holds her series 7 general securities registration. She oversees all our day to day operational procedures as well as ongoing service to clients.  Carolina Leppert is registered with Equitable Advisors, LLC and provides administrative support services only.
Sr. Administrative Assistant

Alina Mihalia

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.
Administrative Support

Leigh Santiago

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.

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.

Managing Partner, Investment Advisor

Joseph DiMauro

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

Joseph 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. Joseph has achieved membership in Million Dollar Round Table’s Court of the Table which is a career milestone attained only by those who have demonstrated exceptional professional knowledge, client service, and ethical conduct.

Joseph 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.  Joseph lives with his wife Courtney and two children Alexander and Stella in Manhattan.

Managing Partner, Investment Advisor

Daniel Riso, CFP®

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.)

Financial Professional

Mathew Rough

Mathew Rough began his career as a financial consultant in 2014 with Equitable Advisors. 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 financial professionals 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.

Client Service Associate

Alexandra Scanlan

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.

Resource Partners

We’ve selected Fidelity Investments as our custodian. For more than 70 years, Fidelity has built a reputation of integrity and financial management expertise. As a leader in the financial services industry, Fidelity has a thorough understanding of the products and services we need to help best serve you and how to deliver them to you in the most efficient and convenient ways. Investments that you entrust to our firm are placed on Fidelity’s custodial platform, Fidelity Brokerage Services, LLC (“FBS”)—a Fidelity Investments company and one of the largest clearing providers in the industry.

Business Support

As an Investment Adviser Representative (IAR), Periscope Wealth Management receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors, LLC.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

John Bay, CFA

Senior Trade & Portfolio Manager

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator

Business Support

As an Investment Adviser Representative (IAR), Periscope Wealth Management receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors, LLC.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

John Bay, CFA

Senior Trade & Portfolio Manager

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator