Our Team

Phil_cropBrett-BWmichael_cropsalvatore-timperioJerry_cropMaria-SardelliJervis WongJBFWP_39v2Tina Giordano
ROBERT B. KLEINSAHAJ GUPTARuby GillFWM

Focused Wealth Management has always believed in a “hands on/team” approach to asset management. Our collective experience provides over 125 years of individual talent and Market history that we are able to leverage to better serve and manage our clients’ diverse financial needs. Throughout this period, we have taken a long-term approach to client needs – providing committed, innovative and consistent advice to our clients at all times. As a Registered Investment Advisory Firm, we have a solid track record of showing leadership and commitment to our clients, especially during times of financial crisis. Our actions have always been driven by the desire to do the right thing by our client for today and tomorrow- The Power of A Firm Commitment.

Philip J. DeAngelo

PHILIP J. DEANGELO | 02-19-2013

Philip DeAngelo

Philip J. DeAngelo OSJ, Managing Director of Wealth Management Philip J. DeAngelo, Owner and Managing Director of Focused Wealth Management – An SEC Registered Investment Advisor, with offices at 216 Route 299 Highland, NY. Philip is a Registered Principal with…

Barry H. Brett

PHILIP J. DEANGELO | 02-19-2013

Barry H. Brett Chief Compliance Officer Barry H. Brett, Chief Compliance Officer of Focused Wealth Management, Inc. – An SEC Registered Investment Advisor, with offices at 216 Route 299, Highland, NY 12528. After a four year tour of duty with…

Michael R. Passante

PHILIP J. DEANGELO | 02-19-2013

Mike Passante

Michael R. Passante CFP® Michael R. Passante, Portfolio Manager at Focused Wealth Management – An SEC Registered Investment Advisor with offices at 216 Route 299 Highland, NY, Michael is a Registered Representative with Securities America Inc. and is a Managing…

Salvatore Timperio

PHILIP J. DEANGELO | 03-18-2016

Salvatore Timperio

Salvatore Timperio Chief Operating Officer Mr. Timperio graduated from Pace University with a degree in Finance. He began working in the investment management industry in 1998 and became a registered investment adviser in 2000. Most recently, for the past ten…

Jerry S. Schwartz

PHILIP J. DEANGELO | 02-19-2013

Jerry S. Schwartz CFP® Jerry S. Schwartz, Managing Director of Wealth Management of Focused Wealth Management, Inc. – An SEC Registered Investment Advisor, with offices at 216 Route 299, Highland, NY 12528. Jerry is a Registered Representative with Securities America…

Charles S. Yarnold

PHILIP J. DEANGELO | 02-19-2013

Charles Yarnold

Charles Yarnold AIF® Charles Yarnold, Vice President of Wealth Management, Vice President of Retirement Plan Services- Focused Wealth Management an SEC Registered Investment Advisor, with offices at 216 State Route 299 Highland NY. Charles is a Registered Representative with Securities…

Jacob M. Brett

PHILIP J. DEANGELO | 02-20-2013

Jacob M. Brett Vice President of Wealth Management Jacob M. Brett, Vice President of Wealth Management- Focused Wealth Management, a SEC Registered Investment Advisor, with offices at 216 State Route 299 Highland NY. Jacob is a Registered Representative with Securities…

Jesse Frehling

PHILIP J. DEANGELO | 02-02-2015

Jesse Frehling Financial Advisor Political & Economic Analyst Focused Wealth Management, a SEC Registered Investment Advisor, with offices at 216 Route 299 Highland NY. Jesse graduated from Skidmore College in Saratoga Springs, New York with a B.A. in International Affairs.…

Maria Sardelli

PHILIP J. DEANGELO | 12-21-2016

Maria Sardelli

Maria Sardelli Administrative Associate At Focused Wealth Management, Maria primarily handles opening new accounts and providing customer service to our client. Maria is also participating in the FWM Financial Advisor Development Program. Maria graduated with honors from the State University…

Jervis L. Wong

PHILIP J. DEANGELO | 05-24-2013

Jervis L. Wong Chief Analyst Jervis L. Wong, Chief Analyst – An SEC Registered Investment Advisor, with offices at 216 Route 299 Highland, NY.Jervis currently serves as Chief Analyst of Focused Wealth Management’s Investment Committee where he assists the advisors…

Tina Giordano

PHILIP J. DEANGELO | 03-18-2016

Tina Giordano Human Resources Ms. Giordano holds a Master’s degree in Public Administration, specializing in healthcare, from Pace University in Pleasantville, New York. She also holds a B.A. in Political Science, also from Pace University. Prior to joining Focused Wealth…

Robert B. Klein

PHILIP J. DEANGELO | 02-19-2013

Robert B. Klein CPA, CLTC Robert B Klein, CPA, CLTC at Focused Wealth Management – An SEC Registered Investment Advisor with offices at 216 Route 299 Highland, NY. Robert is a Registered Representative of Securities America and is a member…

Sahaj Gupta

PHILIP J. DEANGELO | 03-18-2016

Sahara Gupta

Sahaj Gupta Investment Associate At Focused Wealth Management, Sahaj assists the firm’s advisors by conducting research on the economy, financial markets, individual securities, mutual funds, third -party money managers and alternative investments. He also assists in analyzing client portfolios. Sahaj…

Ruby Gill

PHILIP J. DEANGELO | 12-21-2016

Ruby Gill Administrative Associate At Focused Wealth Management, Ruby provides a high level of customer service to our clients and organizes our client events. Ruby graduated from the A.A.S. program in Business Administration from Dutchess Community College and is currently…

Marjorie Mundo

PHILIP J. DEANGELO | 12-21-2016

Marjorie Mundo Administrative Associate Marjorie has over 15 years of experience in the financial industry. At Focused Wealth Management, Marjorie provides a high level of customer service to our clients. Marjorie graduated from the A.A. program at Taylor Business Institute…