Our Team
LAWRENCE E. MAY, AIF® CFP® CLU®
FOUNDER , 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...
BRENDAN W. TULLY, CFA®
EXECUTIVE VICE PRESIDENT
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...
AL HOROWITZ
PORTFOLIO MANAGER EMERITUS
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...
MEL ROKEACH
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...
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...
Justin Hod
Investment Advisor
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...
LISA ASENCIO
Operations Manager
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.
Jill Ganey
Portfolio Manager Assistant