Rocco received his B.S in Banking and Financing and MBA in finance from New York University. Rocco has actively managed client portfolios since starting the company and continues a solid reputation for his commitment to life time achievement of goals for multitudes of individuals and pension group accounts.

Wanda has held the position of Chief Investment Officer/ Real Estate since 1976 and has the responsibilities of overseeing and managing the Real Estate investments pursued by the company in select geographic locations in the United States. Wanda’s keen sense of market timing and knowledge has benefited many holdings for both company and client positions.