Team

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Rico began his investment career as a financial services professional in 1991  working in capital markets, capital introductions, and wealth management.  During his tenure as a financial services executive he collaborated on a number of business advisory transactions and raised millions of dollars in capital for growth companies.  He then added operational experience as CEO of a 300 store retail chain which he co-founded, navigated through two equity rounds as a private company, and managed the IPO process.  Rico received a Bachelors of Business Administration from Rider University, a Masters in Business Administration from University of Phoenix, and a Masters in Banking and Finance from Boston University. 

Ezri Shechter is the lead developer for Norkez Lakhani, a real estate development firm that specializes in the Northern New Jersey market, with a concentration in Downtown Jersey City. Ezri brings with him a wealth of local ground-up development, having executed on several projects in the Northern New Jersey market. Ezri is also a Professor of Real Estate and Finance at Baruch College, and a member of the Englewood Historic Preservation Committee 

•  Vincent “Vince” Bruno began his career in the securities industry in 1985. Mr. Bruno has been a Chief Compliance Officer for various broker-dealers since 1992. He has recently  served as a CEO of a broker-dealer. During the 1990’s he was CCO for three affiliated broker-dealers with over 300 registered representatives.  Since 2002, after the enactment of the U.S. PATRIOT ACT, Mr. Bruno became a FINRA certified AML Compliance Officer and has been serving each broker-dealer, (he has been registered with), in that capacity since 2002. 

In January 2006, Mr. Bruno formed his own compliance consulting company and has since worked with numerous broker-dealers in the areas of general and specific compliance practices and procedures, branch examinations and independent AML Auditsyou'd like to show.

Greg has over 15 years of experience providing corporate advisory services to private businesses and family offices.

Greg works closely with his clients to devise and implement strategic plans to help them grow, restructure, divest and transition wealth.

Greg has worked on over $500 million in real estate and private equity transactions.

Greg received his Juris Doctorate from Seton Hall Law School where he focused on Tax, Bankruptcy and Corporate Law.  He received his BA in Finance from Monmouth University.

Greg currently lives in New Jersey with his family.

 Nicholas Luppo is an experienced investment advisor who brings a thoughtful, risk-aware approach to building and managing wealth. Known for his practical mindset and creative thinking, Nicholas works closely with clients to develop tailored strategies that reflect their unique goals and risk tolerance. He believes in a team-driven approach, often consulting with tax professionals, attorneys, and other specialists to ensure every decision aligns with a client’s broader financial picture. With a focus on transparency, collaboration, and long-term value, Nicholas helps clients navigate today’s complex markets with clarity and confidence.