SWMG Team

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...

Brendan W. Tully is Executive Vice President of Strategic Wealth Management Group. Brendan's experience encompasses advisory work across asset classes and strategies, including equity, fixed income, options, and alternative investments...

Mel Rokeach is a Senior Portfolio Manager and Strategist for Strategic Wealth Management Group. He founded and sold three technology companies from 1978 through 1996 prior to joining Strategic Wealth Management Group with Mr. Lawrence May.

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...

Justin is an Investment Advisor at SWMG. He previously worked as a Financial Advisor at Merrill Lynch where he received additional industry training. Justin Hod graduated from Yeshiva University Syms School of Business in 2019 with a B...

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

Lisa Asencio is the Operations 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.