Broker Check

My Team

Barry Shapiro

CLU®, ChFC®, REBC®, RHU®, AIF®, CASL® President, Financial Planner

(516) 342-6566

(516) 342-6571

Barry@bshapirofinancial.com

Barry Shapiro has been advising clients since 1991, and brings an enthusiastic vision to Bshapiro Financial. Barry received his Bachelor of Arts degree in Journalism from the City College of New York, and spent more than a decade in...

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Aurora Krauciunas

Client Service Manager

(516) 342-6566

(516) 342-6571

Aurora@bshapirofinancial.com

Aurora Krauciunas has been providing Ritz Carlton level client service at Bshapiro Financial for more than a decade. Account establishment, transfers, distributions, beneficiary changes...you name it and Aurora takes care of it, with...

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Commonwealth Financial Network® Advanced Planning Team

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Martin Baker, CFP® 

Advanced Planning Consultant

Heather Zack, JD, LLM, CAP® 

Manager, Advanced Planning

David Haughton, JD

Team Lead, Advanced Planning

Brian DeAcetis

Paraplanner - Advanced Planning

Elizabeth Meyer

Advanced Planning Consultant

Aric Jacobson, JD, CFP®, LLM

Advanced Planning Consultant

Keven DuComb, JD, MBA

Advanced Planning Consultant

Krista Teegarden, CLU, ChFC

Advanced Planning Consultant

Rafael Bernard

Advanced Planning Consultant

Commonwealth Financial Network® Research Team

Brad McMillan, CFA®, CAIA, MAI

Managing Principal, Chief Investment Officer

Brian Price, CFA®

Senior Vice President, Investment Management and Research

Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments

Jim McAllister, CFA®

VP, Equity Research

Fred DeBaets

Portfolio Manager

Tom Scarlata

Investment Research Analyst

Peter Essele, CFA®, CAIA, CFP®

SVP, Investment Management and Research

Chris Fasciano

Portfolio Manager

Brian McCormick, CIMA®

Manager, Investment Management and Research

Chris Stuart, CFA®

Senior Investment Research Analyst

Rob Swanke, CFA®, CAIA

Senior Fixed Income Analyst

Robert Kane, CAIA

Manager, Alternative Investments

Nathan Parker, CFA®, CAIA

Senior Investment Research Analyst

Sam Millette

Manager, Fixed Income

Peter Roberto

Investment Research Analyst

Austin Harvey

Investment Research Associate

Justin Cleare, CFA® 

Investment Research Analyst

Sara Bray

Investment Research Associate

Sarah Hargreaves

Investment Management Analyst

Thomas Ryan, CFA®

Investment Research Analyst

Wayne Richardson, CFA®

Investment Research Analyst