New York Office

Find a financial professional in the New York Office who can assist with your financial goals. Our experienced advisors and teams pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

Our Team

David A. Sweeney
Senior Vice President, Investments
Jed W. Limmer, CIMA®
Managing Partner and Founder
Bicoastal Wealth Management
Lynn Sperandeo
Managing Director, Investments
Paul Dietrich
Chief Investment Strategist
Robert Tansey
Managing Director, Investments