Our Executive Team

Lois Yim is a CERTIFIED FINANCIAL PLANNER™ professional. She attended Villanova University where she graduated Cum Laude with a degree in finance from the Villanova School of Business.

Christine Mallien*, has worked in the Financial Industry for over 25 years. She was employed with UBS Financial Services for 12 years as a Senior Client Service Associate. She worked with a team of Advisors that specialized in...

Elizabeth Ng*, graduated from Baruch College, City University of New York with a BBA in Accounting. While she was in school, she worked part time in the Foreign Exchange department of the Rudolf Wolff Commodity Inc. Upon graduation,...

Genevieve Nasella*, attended the College of Staten Island and worked for JPMorgan Chase for over 30 years. As Assistant Vice President, she was responsible for all International Telex Communications & Domestic Telephone Wire Transfers....

Michelle Oliveira* graduated from the College of St. Elizabeth and holds a Bachelor degree in psychology. She was employed by UBS Financial Services for 12 years as a Branch Office Administrator. There she had multiple...

Michael Corbitt Jr. has spent the better part of the last 7 years working in the finance industry, most recently employed with Wells Fargo as a Branch Relationship Manager. There he worked closely with the branch Financial Advisor...

MJ joined the financial sector after a successful career in ecommerce in the retail planning and operations sectors. She attended Montclair State College in Montclair and graduated with a degree in psychology. MJ believes that the...