Broker Check

SWMG Team

LAWRENCE E. MAY, AIF® CFP® CLU®

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

Lawrence E. May, AIF® CFP® CLU® is the founder of Strategic Wealth Management Group and oversees both sides of the Wealth Management arm of Strategic Advisors. Working with high net worth individuals, families, foundations...

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MEL ROKEACH

CHIEF PORTFOLIO STRATEGIST

Mel Rokeach is Chief Portfolio Strategist for Strategic Advisors. He founded and sold three technology companies from 1978 through 1996 prior to joining Strategic Wealth Management Group with Mr. Lawrence May. He is a City College of New...

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ROBERT P. GOODMAN

SR. PORTFOLIO MANAGER & ANALYST

Robert Goodman joined the Strategic Wealth Management Group in December 2015 as a Portfolio Manager and Analyst. Mr. Goodman began his career in finance in 1985, trading US Treasury Securities at Bank of Montreal in London. Over the...

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AL HOROWITZ

SR. PORTFOLIO MANAGER

Al Horowitz is a Portfolio Manager of Strategic Wealth Management Group, and has over 45 years in the financial services industry. Mr. Horowitz is President of Gerson Horowitz Green Securities Corporation and a graduate from the City...

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CHERYL LONDON

Compliance Consultant

LISA ASENCIO

OFFICE & CLIENT SERVICE MANAGER

Lisa Asencio is the Office and Client Service Manager. Ms. Asencio is a dedicated member of our team who is responsible for making certain that the workflow is processed in a timely manner. Lisa has been a member of the company since 2004.

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Igor Yuzovitskiy

Portfolio Manager

(646) 462-4834

igor@swmgrp.com

Igor is a Portfolio Manager at SWMG. Prior to SWMG, he worked as a Software Engineer for a few high growth startups. Igor believes in leveraging technology to make better investment decisions.

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