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.

Brian Fitzgerald

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.


Robert J. Tracy


George Merril