Kenneth Reilly, CWS®
FOUNDER & MANAGING PARTNER
Kenneth Reilly, CWS® has a broad wealth of knowledge in the field of finance, banking, financial planning, branch management and wealth management.
Previously the Senior Managing Partner of a well known and respected large wealth management team, Kenneth has more than 30 years of experience in financial services.
As a well-respected industry resource in portfolio analysis, risk management and fiscal reporting, Kenneth has advised institutions, corporations and high-net wealth individuals including many Fortune 500 companies.
Specializing in advising C Suite executives on various corporate cash management options and proper risk management, Kenneth provided critical guidance post the financial crisis of 2008.
Also in 2008, Kenneth earned his designation as Certified Wealth StrategistTM from the Cannon Financial Institute.
A thought leader in the financial advising industry as well as the medical community, Kenneth Reilly currently serves as Secretary & Treasurer of the CentraState Healthcare System Board in his hometown of Freehold, NJ. He is dedicated to giving back to his community and his background includes supporting multiple philanthropic endeavors.
PARTNER | BUSINESS DEVELOPMENT & OPERATIONS DIRECTOR
Brian Fitzgerald has more than three decades of experience within the financial services industry. His sales and management background has involved providing advice to a wide range of clients including; high-net worth investors, middle-market institutions, hedge fund clients and large mutual fund institutions.
His entrepreneurial spirit and tenure working with smaller-sell side firms has benefited the countless customers he has assisted with their investments. Brian excels at building businesses across many different sales platforms, as well as building sales and trading teams.
As a team-oriented sales manager who has developed teams as large as 400, his inclusive managerial style creates an environment that thrives on building a team-first culture. He looks forward to leveraging his experience by helping develop and grow new and existing relationships for BroadFront Capital Management.
An avid reader and life-long learner, Robert J. Tracy first found an interest in financial markets at 17 while reading his mother’s New York Times. Excelling in both academics and athletics in his youth, Bob is a well-rounded team player who supports his clients with both his extensive knowledge of the markets and his encouraging attitude.
As a partner at BroadFront with 35 years of experience navigating multiple market shifts, Bob provides relevant perspectives to clients in an increasingly complex financial world. He has served a wide variety of clients ranging from high net worth and ultra-high net worth clients, to hedge funds, to bank trust departments to customized personal plans.
Bob began his financial career in municipal and corporate bonds and then shifted focus towards the stock market at Merrill Lynch where he ran the branch syndicate stock offerings book and became well-versed in following a company’s life cycle.
Bob resides in Atlantic Highlands, NJ with his wife Sharon and children Chole and Gavin. He enjoys spending time with them on the beach, experiencing art & music, or playing games at home.
George Merrill has over five decades of experience within the financial services industry. Much of this time has been spent focused on retirement, estate, and tax planning, as well as executive compensation and benefit strategies for numerous high-net worth investors.
George aims to help clients feel confident, connected and in control of their financial life. He believes sound financial advice can help prepare a person for whatever life brings – both the expected and the unexpected.
Working with George a client can expect:
- 1:1 financial advice based on your goals and needs.
- Personalized recommendations for a diversified portfolio, and solutions that seek to protect you from uncertainty.
- Regular meetings to review your goals, progress and investments.
- Anytime access to your investments and digital tools to help you stay on track.
Ready to get started on a plan for you and your family’s financial future? Schedule a complimentary initial consultation with George today!