Broker Check

Team

 
For 25 years, Lisa M. Rossi has empowered clients by helping them make smart choices about money so they may pursue their goals and keep fulfilling their dreams. Given her entrepreneurial spirit, she founded her independent firm,...

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Peter J. Rossi

Managing Partner & COO

(914) 437-7065

(914) 437-7068

Peter launched his entrepreneurial spirit early in his career, having managed multiple businesses throughout the last 24 years. When he made the decision to accompany Lisa on the adventure of starting a financial services firm, he knew...

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Mike O'Brien

Managing Director

914-437-7065

914-437-7068

Michael G. O’Brien is Managing Director with Stratos Wealth Partners in the New York, New Jersey and Connecticut regions. Stratos is a partner run wealth and financial management firm that specializes in the practice and...

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Dawn Pisacreta

Client Services Manager

(914) 437-7065

914-437-7068

Prior to this role, Dawn has spent her career in client service relations at large fortune 500 organizations delivering diversity, communication and customer service. Sales, marketing and promotions have always centered her career....

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Samantha Morris

Director of Operations

(914) 437-7065

914-437-7068

Samantha joined Stratos Wealth Advisory Group in 2016 as Director of Operations. She has been working in the financial services industry since graduating college.Starting out as an executive assistant in NYC, Samantha realized her...

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Strategic Partners

Dan Jacoby

Chief Investment Officer

Daniel Jacoby is the Chief Investment Officer, and a Founding Partner of Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of financial planning and implementation services. Stratos is...

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Matt Dunn

Chief Compliance Officer

Matt started in compliance in 2005, and has been employed in operations, internal audit, risk, and as a cycle examiner at FINRA. Matt has also served as a CCO for RIA/BD and FinOP prior to joining Stratos. Through LPL, Matt holds the...

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Jacob Stewart

Director of Information Technology

Jacob Stewart is the Director of Information Technology for Stratos Wealth Partners. His team provides full service helpdesk support firm wide. Along with supervising the IT department, Jacob’s responsibilities include management and...

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Ben Engram

Senior Relationship Manager

470-343-3793

Ben began his financial services career at First Union in 2000 where he traded agency bonds, working with high net worth and middle markets advisors. From there he moved to Bank of America Securities. He continued to trade retail fixed...

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As the Portfolio Manager for Fundamentum, LLC, the internal asset management division of Stratos Wealth Partners, Chad directs all day-to-day research, management and decision-making responsibilities for strategies offered by...

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Jennifer Isaacs

Dir. of HR and Business Services

440-991-1160

440-991-1161

Jennifer Isaacs started her career in 1998 with Smith Barney where she worked as an Operations Manager. After the merger with Morgan Stanley, she served as the Senior Risk Officer in the San Diego, CA complex of Morgan Stanley Smith...

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Kate Sweetman

Senior Business Services Associate

858-201-3145

Kate joined Stratos Wealth Partners as a Transition Specialist in 2016. Prior to joining Stratos, Kate was a licensed Insurance Agent and Registered Representative with Farmers Financial Services. She currently holds her FINRA Series 6...

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Kevin Elvinton

Director of Marketing

(440) 505-5608

440) 505-5609

Kevin Elvington is the Director of Marketing for Stratos Wealth Partners, Ltd. He is responsible for managing the development, communication, and implementation of all marketing strategies and initiatives. Kevin focuses on building the...

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Pamela has over 20 years of experience in the financial services industry. Starting her career working as a registrar/paying agent with Michigan National Bank in Detroit progressing to a Trust Administrator within LaSalle National Bank...

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