Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in the Tri-State Area of New York, Connecticut and New Jersey

Beacon Pointe is a Tri-State area (New York, Connecticut and New Jersey) based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in the Tri-State area focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our New Jersey office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

Meet the New York, Connecticut and New Jersey (Tri-State Area) Financial Advisor Team

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Amanda Mancini

Client Service Associate

Amanda is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Amanda worked as a Project Manager for Benjamin Moore in Montvale, New Jersey. Amanda earned a bachelor’s in Business Administration with a Concentration in Marketing from Ramapo College of New Jersey. Outside of the office, she enjoys spending time with her friends and family, reading, and creating digital art.

Andy Roberts, CFP®

Senior Associate Wealth Advisor

Andy is a Senior Associate Wealth Advisor and is responsible for working with advisors to develop, execute, and maintain a financial plan for each individual client.  Prior to joining Beacon Pointe, he was a Financial Consultant at Fidelity Investments in New York City. Andy earned a Bachelor of Science from the University of Dayton and holds the Certified Financial Planner™ (CFP®) designation. Outside of the office, Andy enjoys going to the movies, trying new things, and performing improv in NYC.

Anne Moisan

Associate, Office Management

Anne is the office manager for the Beacon Pointe New Jersey office. In addition to managing the office, Anne works closely with the wealth advisors in providing support to our clients, as well marketing support and project management as needed. Prior to joining Beacon Pointe, she worked as an office manager and assistant producer at a TV commercial studio creating AS SEEN ON TV ads. She has also worked and volunteered at several non-profits in her community. Anne graduated from Fordham University and currently resides in northern New Jersey with her husband and three daughters.  In her free time, Anne enjoys skiing in the winter, hiking in the summer and is currently trying to learn how to play golf.

Annemarie Jablonski

Director of Operations

Annemarie serves as the Director of Operations for the Beacon Pointe Tri-State office. She is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and works closely with the client service team to provide an exceptional client experience. Previously, Annemarie worked as a Client Service Representative at an independent wealth management firm. Annemarie earned her B.S. in Business Management from William Paterson University. She currently resides in Morris County and enjoys hiking as well as spending time at the beach.

Callie Renner

Callie Renner, CDFA®, CFP®

Wealth Advisor

As a Wealth Advisor with Beacon Pointe, Callie’s driving passion is helping clients achieve their financial goals in each stage of life. Callie specializes in working with clients to develop customized strategies for their investments and financial planning needs. Some of her specialties include retirement planning, strategic tax & estate planning, life changes & milestones, values-based & impact investing, education planning, and insurance planning. Callie is a Certified Financial Planner™ (CFP®) and holds the Certified Divorce Financial Analyst (CDFA®) designation. Callie has nearly a decade of experience in the wealth management industry through Beacon Pointe and her previous role at a registered investment advisory firm in Northern New Jersey. Callie earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Outside of the office, Callie enjoys surfing, camping, hiking, and spending time with friends and family.

Delia Oldak, CFP®

Senior Associate Wealth Advisor

Delia is a Senior Associate Wealth Advisor and is responsible for partnering with advisors to provide customized and comprehensive financial plans. Prior to joining Beacon Pointe, Delia worked as a financial consultant at Fidelity Investments in Manhattan. Delia earned a Bachelor of Business Administration, with a concentration in Finance from Loyola University of Maryland, and is a Certified Financial Planner™ (CFP®). She currently resides in Battery Park City, New York, and enjoys spending time with friends and family.

Donald J. Hertling, CFP®, MST

Partner, Managing Director

Don Hertling has more than two decades of experience in wealth management. In his role as Partner and Managing Director of the Beacon Pointe New Jersey office, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors financial planning strategies for clients and oversees the office’s compliance processes. Don takes great pride in his team’s ability to provide an exceptional experience to each and every client. Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the Certified Financial Planner™ (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. Don resides in Morganville, NJ with his wife Tara and two children.

Jonathan Savorgiannakis, CFP®

Senior Associate Wealth Advisor

Jonathan (Jon) is a Senior Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Jon worked as a financial consultant at Equitable Advisors in Morristown, New Jersey. Jon earned a Bachelor of Science with a major in Finance and a minor in Economics from Fordham University’s Gabelli School of Business, and is a Certified Financial Planner™ (CFP®). He currently resides in Westfield, New Jersey and enjoys spending time with friends and family, snowboarding, and watching the New York Mets and Liverpool Football Club.

Jordan Heller, CFA, CFP®, CPA

Partner, Managing Director

Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019. He holds the Certified Financial Planner™ (CFP®) designation, as well as CFA and CPA designations. Prior to his spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTI Consulting, as well as managing partner of SMG’s wealth management subsidiary. Prior to joining The Schonbraun McCann Group, Mr. Heller spent four years at American Economic Planning Group (AEPG) in a similar capacity.

Prior to entering the wealth management industry in 2000, Jordan spent 15 years on Wall Street heading the Real Estate and Real Estate Finance Securities Research groups of some of the country’s leading investment houses, including Merrill Lynch, Salomon Brothers, and CIBC. During this time, Jordan played a leading role in the rebirth of the modern-day REIT industry. He began his career in public accounting, joining Price Waterhouse in 1982, and moving to Wall Street in 1985.

Jordan obtained his undergraduate degree from Bentley University in Waltham, MA, with a B.S. in Accountancy. He also attended The University of Chicago’s Booth School of Business where he obtained his MBA. Jordan serves on the Board of Directors of Alzheon, a biopharma company focused on finding a cure for Alzheimer’s Disease, Cantex, a pharmaceutical, biopharma company focused on rage inhibitors, as well as The New York College of Podiatric Medicine where he was awarded an honorary doctorate degree in 2015.  In addition, Jordan serves as the chairman on the board of NYCPM’s captive insurance company, PODIA.  He has also served on the boards of Equity One, a national shopping center company, until its sale to Regency Centers in 2017, and Bed Bath and Beyond from 2004 through March 2019.  He is a member of the Investment Management Consultants Association, Association for Investment Management and Research, and the New York Society of Security Analysts. He is a noted speaker and has been featured as an industry expert by such media as CNN, Bloomberg, The Wall Street Journal, Barron’s, The New York Times, and Real Estate Portfolio. Jordan’s extensive investment banking, advisory, and research experience is detailed below.

INITIAL PUBLIC OFFERINGS (All lead manager roles except where noted and include add-on financings in most cases):
Kimco Realty, Simon Property Group, Starwood Lodging, Equity Residential, Post Properties, Shurgard Storage, Crescent Equities, Beacon Properties, Reckson Associates, Carr America Realty, Duke Realty, Highwoods Properties, The Mills Corporation, Chelsea GCA, Tanger Factory Outlets, Urban Shopping Centers, Saul Centers (Co-manager), MaceRich (Co-manager), JP Realty, Excel Realty, Bristol Hotels, Wellsford, Essex, Evans Withycomb, Amli, Gables, Associated Estates (Co-manager), Paragon, Manufactured Home Communities, Chateau Properties, First Industrial Realty, Spieker Properties (Co-manager), Colonial Properties (Co-manager), Franchise Finance Corp of America, Realty Income, Trinet, Entertainment Properties Trust, North American Mortgage.

ADD-ON EQUITY FINANCING For Non IPO Clients (All are lead manager roles except where noted):
Weingarten Realty, Federal Realty, New Plan Realty, Vornado, Cousins Properties, IRT Property, Security Capital Pacific, Health Care Properties, The Price REIT, First Washington (Co-manager), Bradley (Co-manager), Washington REIT, Catellus, Glenborough (Co-manager), Irvine Apartments, BRE, United Dominion, Felcor Suites (Co-Manager), Innkeepers (Co-manager), Storage Trust, Health and Retirement Properties, Nationwide Health Properties (Co-Manager), Countrywide Credit Industries, Green Tree Financial.

MERGERS & ACQUISITIONS/RESTRUCTURINGS/STRATEGIC ADVISORY:
Vornado, Federal Realty, The Mills Corp, Kimco, Excel, Beacon, Carr, New Plan Realty, JP Realty, IRT, Washington REIT, Bradley, Price REIT, Reckson, United Dominion, Wellsford, Evans Withycomb, Paragon, Bristol Hotels, The Meditrust Companies.

NON BANKING RESEARCH:
The Rouse Company, Pan Pacific, CBL & Associates, Western Investment, Mid Atlantic Realty, Home Properties of New York, AIMCO, Avalon Bay Communities, Alexandria Real Estate Equities, SL Green Realty, Mack-Cali Realty, Corporate Office Properties, Grove Apartments, Newhall Land and Farming Company.

REAL ESTATE FINANCE COMPANIES:
Involved in the underwriting/advisory/research of many commercial/residential mortgage REIT, non-REIT and Real Estate Specialty Finance companies including: BRT Realty, Mortgage & Realty Trust, Green Tree Financial, Countrywide Credit Industries, North American Mortgage, Countrywide Mortgage, Capstead Mortgage, Residential Mortgage IncomeTrust. In addition, worked closely with the asset back securities and commercial mortgage backed securities groups within respective investment banks.

Please note that transactions referenced above were all prior to the establishment of Heller Wealth Advisors, LLC.
*Inactive

Joseph Pecoraro, CFP®

Wealth Advisor

Joseph Pecoraro serves as a Wealth Advisor with Beacon Pointe. With nearly a decade of experience, Joseph helps clients achieve their personal financial goals by custom tailoring financial solutions. Joseph specializes in creating a comprehensive financial plan to help clients visualize how their investments, insurance, estate plan, taxes, income, and expenses all play a part in financial success. Prior to joining Beacon Pointe, Joseph worked for a nationally recognized Registered Investment Advisor. Joseph graduated from Seton Hall University and is a Certified Financial Planner™ (CFP®). When not at work, Joseph and his wife can be found trying new restaurants, traveling, relaxing on the beach, or cheering on the Seton Hall basketball team.

Karen Zorn

Associate Wealth Advisor

Karen is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Prior to joining Beacon Pointe, Karen worked in the mortgage industry for over two decades assisting numerous families, primarily those in her Spanish-speaking community, in mortgage operations and sales. After many years in the mortgage industry, Karen decided to expand her knowledge in wealth management and bring her expertise to the industry by starting the process of earning her Certified Financial Planner™ (CFP®) designation at William Paterson University. Outside of the office, she is taking care of her daughter, Juliette, who keeps her busy with her art, piano, & mandarin lessons. Karen also enjoys traveling back to her home country, the Dominican Republic, or other warm destinations where she can enjoy a nice beach day with her family!

Matthew DiQuollo, CFP®

Regional Director

As a Beacon Pointe Regional Director, Matthew (Matt) is responsible for coordinating and leading business development efforts across Beacon Pointe’s referral networks and is primarily responsible for fostering relationships with custodial partners while also providing clients with customized wealth management solutions and plans. With over 25 years of industry experience, Matt has worked in various wealth management roles, including Mariner Wealth Advisors and The Glenmede Trust Company. Matt earned his Bachelor of Arts degree from Villanova University and holds the Certified Financial Planner™ (CFP®) designation. Matt is also a long-time member of Cento Amici (100 friends), a community-based organization dedicated to supporting education in New Jersey. He currently resides in New Jersey with his wife and four children, and in his spare time enjoys coaching his children’s youth sports team, vacationing with his family, and playing an occasional round of golf.

Melissa Gerckens

Melissa Gerckens, CFP®, CDFA®

Wealth Advisor

As a Wealth Advisor at the New Jersey Tri-State Office, Mel strives to help her clients meet their personal financial goals by aligning their life and wealth through customized integration of portfolio management and comprehensive financial planning. Mel is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst (CDFA®), an active member of Beacon Pointe’s Women’s Advisory Institute, and is a member of the New Jersey Pride Chamber of Commerce. Mel has dedicated her career to serving clients in need of specialized and comprehensive financial planning and has a passion for engaging and empowering her fellow female investors. She currently resides in Cranford, New Jersey, with her wife, their two sons, and Shiba Inu. She enjoys spending time with her family, day trips to the beach, and weekend trips to the lake.

Michael Whittemore, CFA

Senior Strategic Investment Advisor

Michael brings over 18 years of industry experience and provides customized investment solutions that help clients meet their financial goals.  Previously, Michael spent two years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA Charterholder designation. Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf and football, including passionately following his beloved New England Patriots.

Meet the New York, Connecticut and New Jersey (Tri-State Area) Financial Advisor Team

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Amanda Mancini

Client Service Associate

Amanda is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Amanda worked as a Project Manager for Benjamin Moore in Montvale, New Jersey. Amanda earned a bachelor’s in Business Administration with a Concentration in Marketing from Ramapo College of New Jersey. Outside of the office, she enjoys spending time with her friends and family, reading, and creating digital art.

Andy Roberts, CFP®

Senior Associate Wealth Advisor

Andy is a Senior Associate Wealth Advisor and is responsible for working with advisors to develop, execute, and maintain a financial plan for each individual client.  Prior to joining Beacon Pointe, he was a Financial Consultant at Fidelity Investments in New York City. Andy earned a Bachelor of Science from the University of Dayton and holds the Certified Financial Planner™ (CFP®) designation. Outside of the office, Andy enjoys going to the movies, trying new things, and performing improv in NYC.

Anne Moisan

Associate, Office Management

Anne is the office manager for the Beacon Pointe New Jersey office. In addition to managing the office, Anne works closely with the wealth advisors in providing support to our clients, as well marketing support and project management as needed. Prior to joining Beacon Pointe, she worked as an office manager and assistant producer at a TV commercial studio creating AS SEEN ON TV ads. She has also worked and volunteered at several non-profits in her community. Anne graduated from Fordham University and currently resides in northern New Jersey with her husband and three daughters.  In her free time, Anne enjoys skiing in the winter, hiking in the summer and is currently trying to learn how to play golf.

Annemarie Jablonski

Director of Operations

Annemarie serves as the Director of Operations for the Beacon Pointe Tri-State office. She is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and works closely with the client service team to provide an exceptional client experience. Previously, Annemarie worked as a Client Service Representative at an independent wealth management firm. Annemarie earned her B.S. in Business Management from William Paterson University. She currently resides in Morris County and enjoys hiking as well as spending time at the beach.

Callie Renner

Callie Renner, CDFA®, CFP®

Wealth Advisor

As a Wealth Advisor with Beacon Pointe, Callie’s driving passion is helping clients achieve their financial goals in each stage of life. Callie specializes in working with clients to develop customized strategies for their investments and financial planning needs. Some of her specialties include retirement planning, strategic tax & estate planning, life changes & milestones, values-based & impact investing, education planning, and insurance planning. Callie is a Certified Financial Planner™ (CFP®) and holds the Certified Divorce Financial Analyst (CDFA®) designation. Callie has nearly a decade of experience in the wealth management industry through Beacon Pointe and her previous role at a registered investment advisory firm in Northern New Jersey. Callie earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Outside of the office, Callie enjoys surfing, camping, hiking, and spending time with friends and family.

Delia Oldak, CFP®

Senior Associate Wealth Advisor

Delia is a Senior Associate Wealth Advisor and is responsible for partnering with advisors to provide customized and comprehensive financial plans. Prior to joining Beacon Pointe, Delia worked as a financial consultant at Fidelity Investments in Manhattan. Delia earned a Bachelor of Business Administration, with a concentration in Finance from Loyola University of Maryland, and is a Certified Financial Planner™ (CFP®). She currently resides in Battery Park City, New York, and enjoys spending time with friends and family.

Donald J. Hertling, CFP®, MST

Partner, Managing Director

Don Hertling has more than two decades of experience in wealth management. In his role as Partner and Managing Director of the Beacon Pointe New Jersey office, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors financial planning strategies for clients and oversees the office’s compliance processes. Don takes great pride in his team’s ability to provide an exceptional experience to each and every client. Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the Certified Financial Planner™ (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. Don resides in Morganville, NJ with his wife Tara and two children.

Jonathan Savorgiannakis, CFP®

Senior Associate Wealth Advisor

Jonathan (Jon) is a Senior Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Jon worked as a financial consultant at Equitable Advisors in Morristown, New Jersey. Jon earned a Bachelor of Science with a major in Finance and a minor in Economics from Fordham University’s Gabelli School of Business, and is a Certified Financial Planner™ (CFP®). He currently resides in Westfield, New Jersey and enjoys spending time with friends and family, snowboarding, and watching the New York Mets and Liverpool Football Club.

Jordan Heller, CFA, CFP®, CPA

Partner, Managing Director

Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019. He holds the Certified Financial Planner™ (CFP®) designation, as well as CFA and CPA designations. Prior to his spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTI Consulting, as well as managing partner of SMG’s wealth management subsidiary. Prior to joining The Schonbraun McCann Group, Mr. Heller spent four years at American Economic Planning Group (AEPG) in a similar capacity.

Prior to entering the wealth management industry in 2000, Jordan spent 15 years on Wall Street heading the Real Estate and Real Estate Finance Securities Research groups of some of the country’s leading investment houses, including Merrill Lynch, Salomon Brothers, and CIBC. During this time, Jordan played a leading role in the rebirth of the modern-day REIT industry. He began his career in public accounting, joining Price Waterhouse in 1982, and moving to Wall Street in 1985.

Jordan obtained his undergraduate degree from Bentley University in Waltham, MA, with a B.S. in Accountancy. He also attended The University of Chicago’s Booth School of Business where he obtained his MBA. Jordan serves on the Board of Directors of Alzheon, a biopharma company focused on finding a cure for Alzheimer’s Disease, Cantex, a pharmaceutical, biopharma company focused on rage inhibitors, as well as The New York College of Podiatric Medicine where he was awarded an honorary doctorate degree in 2015.  In addition, Jordan serves as the chairman on the board of NYCPM’s captive insurance company, PODIA.  He has also served on the boards of Equity One, a national shopping center company, until its sale to Regency Centers in 2017, and Bed Bath and Beyond from 2004 through March 2019.  He is a member of the Investment Management Consultants Association, Association for Investment Management and Research, and the New York Society of Security Analysts. He is a noted speaker and has been featured as an industry expert by such media as CNN, Bloomberg, The Wall Street Journal, Barron’s, The New York Times, and Real Estate Portfolio. Jordan’s extensive investment banking, advisory, and research experience is detailed below.

INITIAL PUBLIC OFFERINGS (All lead manager roles except where noted and include add-on financings in most cases):
Kimco Realty, Simon Property Group, Starwood Lodging, Equity Residential, Post Properties, Shurgard Storage, Crescent Equities, Beacon Properties, Reckson Associates, Carr America Realty, Duke Realty, Highwoods Properties, The Mills Corporation, Chelsea GCA, Tanger Factory Outlets, Urban Shopping Centers, Saul Centers (Co-manager), MaceRich (Co-manager), JP Realty, Excel Realty, Bristol Hotels, Wellsford, Essex, Evans Withycomb, Amli, Gables, Associated Estates (Co-manager), Paragon, Manufactured Home Communities, Chateau Properties, First Industrial Realty, Spieker Properties (Co-manager), Colonial Properties (Co-manager), Franchise Finance Corp of America, Realty Income, Trinet, Entertainment Properties Trust, North American Mortgage.

ADD-ON EQUITY FINANCING For Non IPO Clients (All are lead manager roles except where noted):
Weingarten Realty, Federal Realty, New Plan Realty, Vornado, Cousins Properties, IRT Property, Security Capital Pacific, Health Care Properties, The Price REIT, First Washington (Co-manager), Bradley (Co-manager), Washington REIT, Catellus, Glenborough (Co-manager), Irvine Apartments, BRE, United Dominion, Felcor Suites (Co-Manager), Innkeepers (Co-manager), Storage Trust, Health and Retirement Properties, Nationwide Health Properties (Co-Manager), Countrywide Credit Industries, Green Tree Financial.

MERGERS & ACQUISITIONS/RESTRUCTURINGS/STRATEGIC ADVISORY:
Vornado, Federal Realty, The Mills Corp, Kimco, Excel, Beacon, Carr, New Plan Realty, JP Realty, IRT, Washington REIT, Bradley, Price REIT, Reckson, United Dominion, Wellsford, Evans Withycomb, Paragon, Bristol Hotels, The Meditrust Companies.

NON BANKING RESEARCH:
The Rouse Company, Pan Pacific, CBL & Associates, Western Investment, Mid Atlantic Realty, Home Properties of New York, AIMCO, Avalon Bay Communities, Alexandria Real Estate Equities, SL Green Realty, Mack-Cali Realty, Corporate Office Properties, Grove Apartments, Newhall Land and Farming Company.

REAL ESTATE FINANCE COMPANIES:
Involved in the underwriting/advisory/research of many commercial/residential mortgage REIT, non-REIT and Real Estate Specialty Finance companies including: BRT Realty, Mortgage & Realty Trust, Green Tree Financial, Countrywide Credit Industries, North American Mortgage, Countrywide Mortgage, Capstead Mortgage, Residential Mortgage IncomeTrust. In addition, worked closely with the asset back securities and commercial mortgage backed securities groups within respective investment banks.

Please note that transactions referenced above were all prior to the establishment of Heller Wealth Advisors, LLC.
*Inactive

Joseph Pecoraro, CFP®

Wealth Advisor

Joseph Pecoraro serves as a Wealth Advisor with Beacon Pointe. With nearly a decade of experience, Joseph helps clients achieve their personal financial goals by custom tailoring financial solutions. Joseph specializes in creating a comprehensive financial plan to help clients visualize how their investments, insurance, estate plan, taxes, income, and expenses all play a part in financial success. Prior to joining Beacon Pointe, Joseph worked for a nationally recognized Registered Investment Advisor. Joseph graduated from Seton Hall University and is a Certified Financial Planner™ (CFP®). When not at work, Joseph and his wife can be found trying new restaurants, traveling, relaxing on the beach, or cheering on the Seton Hall basketball team.

Karen Zorn

Associate Wealth Advisor

Karen is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Prior to joining Beacon Pointe, Karen worked in the mortgage industry for over two decades assisting numerous families, primarily those in her Spanish-speaking community, in mortgage operations and sales. After many years in the mortgage industry, Karen decided to expand her knowledge in wealth management and bring her expertise to the industry by starting the process of earning her Certified Financial Planner™ (CFP®) designation at William Paterson University. Outside of the office, she is taking care of her daughter, Juliette, who keeps her busy with her art, piano, & mandarin lessons. Karen also enjoys traveling back to her home country, the Dominican Republic, or other warm destinations where she can enjoy a nice beach day with her family!

Matthew DiQuollo, CFP®

Regional Director

As a Beacon Pointe Regional Director, Matthew (Matt) is responsible for coordinating and leading business development efforts across Beacon Pointe’s referral networks and is primarily responsible for fostering relationships with custodial partners while also providing clients with customized wealth management solutions and plans. With over 25 years of industry experience, Matt has worked in various wealth management roles, including Mariner Wealth Advisors and The Glenmede Trust Company. Matt earned his Bachelor of Arts degree from Villanova University and holds the Certified Financial Planner™ (CFP®) designation. Matt is also a long-time member of Cento Amici (100 friends), a community-based organization dedicated to supporting education in New Jersey. He currently resides in New Jersey with his wife and four children, and in his spare time enjoys coaching his children’s youth sports team, vacationing with his family, and playing an occasional round of golf.

Melissa Gerckens

Melissa Gerckens, CFP®, CDFA®

Wealth Advisor

As a Wealth Advisor at the New Jersey Tri-State Office, Mel strives to help her clients meet their personal financial goals by aligning their life and wealth through customized integration of portfolio management and comprehensive financial planning. Mel is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst (CDFA®), an active member of Beacon Pointe’s Women’s Advisory Institute, and is a member of the New Jersey Pride Chamber of Commerce. Mel has dedicated her career to serving clients in need of specialized and comprehensive financial planning and has a passion for engaging and empowering her fellow female investors. She currently resides in Cranford, New Jersey, with her wife, their two sons, and Shiba Inu. She enjoys spending time with her family, day trips to the beach, and weekend trips to the lake.

Michael Whittemore, CFA

Senior Strategic Investment Advisor

Michael brings over 18 years of industry experience and provides customized investment solutions that help clients meet their financial goals.  Previously, Michael spent two years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA Charterholder designation. Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf and football, including passionately following his beloved New England Patriots.

Meet the New York, Connecticut and New Jersey (Tri-State Area) Financial Advisor Team

Filter By

Amanda Mancini

Client Service Associate

Amanda is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Amanda worked as a Project Manager for Benjamin Moore in Montvale, New Jersey. Amanda earned a bachelor’s in Business Administration with a Concentration in Marketing from Ramapo College of New Jersey. Outside of the office, she enjoys spending time with her friends and family, reading, and creating digital art.

Andy Roberts, CFP®

Senior Associate Wealth Advisor

Andy is a Senior Associate Wealth Advisor and is responsible for working with advisors to develop, execute, and maintain a financial plan for each individual client.  Prior to joining Beacon Pointe, he was a Financial Consultant at Fidelity Investments in New York City. Andy earned a Bachelor of Science from the University of Dayton and holds the Certified Financial Planner™ (CFP®) designation. Outside of the office, Andy enjoys going to the movies, trying new things, and performing improv in NYC.

Anne Moisan

Associate, Office Management

Anne is the office manager for the Beacon Pointe New Jersey office. In addition to managing the office, Anne works closely with the wealth advisors in providing support to our clients, as well marketing support and project management as needed. Prior to joining Beacon Pointe, she worked as an office manager and assistant producer at a TV commercial studio creating AS SEEN ON TV ads. She has also worked and volunteered at several non-profits in her community. Anne graduated from Fordham University and currently resides in northern New Jersey with her husband and three daughters.  In her free time, Anne enjoys skiing in the winter, hiking in the summer and is currently trying to learn how to play golf.

Annemarie Jablonski

Director of Operations

Annemarie serves as the Director of Operations for the Beacon Pointe Tri-State office. She is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and works closely with the client service team to provide an exceptional client experience. Previously, Annemarie worked as a Client Service Representative at an independent wealth management firm. Annemarie earned her B.S. in Business Management from William Paterson University. She currently resides in Morris County and enjoys hiking as well as spending time at the beach.

Callie Renner

Callie Renner, CDFA®, CFP®

Wealth Advisor

As a Wealth Advisor with Beacon Pointe, Callie’s driving passion is helping clients achieve their financial goals in each stage of life. Callie specializes in working with clients to develop customized strategies for their investments and financial planning needs. Some of her specialties include retirement planning, strategic tax & estate planning, life changes & milestones, values-based & impact investing, education planning, and insurance planning. Callie is a Certified Financial Planner™ (CFP®) and holds the Certified Divorce Financial Analyst (CDFA®) designation. Callie has nearly a decade of experience in the wealth management industry through Beacon Pointe and her previous role at a registered investment advisory firm in Northern New Jersey. Callie earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Outside of the office, Callie enjoys surfing, camping, hiking, and spending time with friends and family.

Delia Oldak, CFP®

Senior Associate Wealth Advisor

Delia is a Senior Associate Wealth Advisor and is responsible for partnering with advisors to provide customized and comprehensive financial plans. Prior to joining Beacon Pointe, Delia worked as a financial consultant at Fidelity Investments in Manhattan. Delia earned a Bachelor of Business Administration, with a concentration in Finance from Loyola University of Maryland, and is a Certified Financial Planner™ (CFP®). She currently resides in Battery Park City, New York, and enjoys spending time with friends and family.

Donald J. Hertling, CFP®, MST

Partner, Managing Director

Don Hertling has more than two decades of experience in wealth management. In his role as Partner and Managing Director of the Beacon Pointe New Jersey office, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors financial planning strategies for clients and oversees the office’s compliance processes. Don takes great pride in his team’s ability to provide an exceptional experience to each and every client. Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the Certified Financial Planner™ (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. Don resides in Morganville, NJ with his wife Tara and two children.

Jonathan Savorgiannakis, CFP®

Senior Associate Wealth Advisor

Jonathan (Jon) is a Senior Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Jon worked as a financial consultant at Equitable Advisors in Morristown, New Jersey. Jon earned a Bachelor of Science with a major in Finance and a minor in Economics from Fordham University’s Gabelli School of Business, and is a Certified Financial Planner™ (CFP®). He currently resides in Westfield, New Jersey and enjoys spending time with friends and family, snowboarding, and watching the New York Mets and Liverpool Football Club.

Jordan Heller, CFA, CFP®, CPA

Partner, Managing Director

Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019. He holds the Certified Financial Planner™ (CFP®) designation, as well as CFA and CPA designations. Prior to his spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTI Consulting, as well as managing partner of SMG’s wealth management subsidiary. Prior to joining The Schonbraun McCann Group, Mr. Heller spent four years at American Economic Planning Group (AEPG) in a similar capacity.

Prior to entering the wealth management industry in 2000, Jordan spent 15 years on Wall Street heading the Real Estate and Real Estate Finance Securities Research groups of some of the country’s leading investment houses, including Merrill Lynch, Salomon Brothers, and CIBC. During this time, Jordan played a leading role in the rebirth of the modern-day REIT industry. He began his career in public accounting, joining Price Waterhouse in 1982, and moving to Wall Street in 1985.

Jordan obtained his undergraduate degree from Bentley University in Waltham, MA, with a B.S. in Accountancy. He also attended The University of Chicago’s Booth School of Business where he obtained his MBA. Jordan serves on the Board of Directors of Alzheon, a biopharma company focused on finding a cure for Alzheimer’s Disease, Cantex, a pharmaceutical, biopharma company focused on rage inhibitors, as well as The New York College of Podiatric Medicine where he was awarded an honorary doctorate degree in 2015.  In addition, Jordan serves as the chairman on the board of NYCPM’s captive insurance company, PODIA.  He has also served on the boards of Equity One, a national shopping center company, until its sale to Regency Centers in 2017, and Bed Bath and Beyond from 2004 through March 2019.  He is a member of the Investment Management Consultants Association, Association for Investment Management and Research, and the New York Society of Security Analysts. He is a noted speaker and has been featured as an industry expert by such media as CNN, Bloomberg, The Wall Street Journal, Barron’s, The New York Times, and Real Estate Portfolio. Jordan’s extensive investment banking, advisory, and research experience is detailed below.

INITIAL PUBLIC OFFERINGS (All lead manager roles except where noted and include add-on financings in most cases):
Kimco Realty, Simon Property Group, Starwood Lodging, Equity Residential, Post Properties, Shurgard Storage, Crescent Equities, Beacon Properties, Reckson Associates, Carr America Realty, Duke Realty, Highwoods Properties, The Mills Corporation, Chelsea GCA, Tanger Factory Outlets, Urban Shopping Centers, Saul Centers (Co-manager), MaceRich (Co-manager), JP Realty, Excel Realty, Bristol Hotels, Wellsford, Essex, Evans Withycomb, Amli, Gables, Associated Estates (Co-manager), Paragon, Manufactured Home Communities, Chateau Properties, First Industrial Realty, Spieker Properties (Co-manager), Colonial Properties (Co-manager), Franchise Finance Corp of America, Realty Income, Trinet, Entertainment Properties Trust, North American Mortgage.

ADD-ON EQUITY FINANCING For Non IPO Clients (All are lead manager roles except where noted):
Weingarten Realty, Federal Realty, New Plan Realty, Vornado, Cousins Properties, IRT Property, Security Capital Pacific, Health Care Properties, The Price REIT, First Washington (Co-manager), Bradley (Co-manager), Washington REIT, Catellus, Glenborough (Co-manager), Irvine Apartments, BRE, United Dominion, Felcor Suites (Co-Manager), Innkeepers (Co-manager), Storage Trust, Health and Retirement Properties, Nationwide Health Properties (Co-Manager), Countrywide Credit Industries, Green Tree Financial.

MERGERS & ACQUISITIONS/RESTRUCTURINGS/STRATEGIC ADVISORY:
Vornado, Federal Realty, The Mills Corp, Kimco, Excel, Beacon, Carr, New Plan Realty, JP Realty, IRT, Washington REIT, Bradley, Price REIT, Reckson, United Dominion, Wellsford, Evans Withycomb, Paragon, Bristol Hotels, The Meditrust Companies.

NON BANKING RESEARCH:
The Rouse Company, Pan Pacific, CBL & Associates, Western Investment, Mid Atlantic Realty, Home Properties of New York, AIMCO, Avalon Bay Communities, Alexandria Real Estate Equities, SL Green Realty, Mack-Cali Realty, Corporate Office Properties, Grove Apartments, Newhall Land and Farming Company.

REAL ESTATE FINANCE COMPANIES:
Involved in the underwriting/advisory/research of many commercial/residential mortgage REIT, non-REIT and Real Estate Specialty Finance companies including: BRT Realty, Mortgage & Realty Trust, Green Tree Financial, Countrywide Credit Industries, North American Mortgage, Countrywide Mortgage, Capstead Mortgage, Residential Mortgage IncomeTrust. In addition, worked closely with the asset back securities and commercial mortgage backed securities groups within respective investment banks.

Please note that transactions referenced above were all prior to the establishment of Heller Wealth Advisors, LLC.
*Inactive

Joseph Pecoraro, CFP®

Wealth Advisor

Joseph Pecoraro serves as a Wealth Advisor with Beacon Pointe. With nearly a decade of experience, Joseph helps clients achieve their personal financial goals by custom tailoring financial solutions. Joseph specializes in creating a comprehensive financial plan to help clients visualize how their investments, insurance, estate plan, taxes, income, and expenses all play a part in financial success. Prior to joining Beacon Pointe, Joseph worked for a nationally recognized Registered Investment Advisor. Joseph graduated from Seton Hall University and is a Certified Financial Planner™ (CFP®). When not at work, Joseph and his wife can be found trying new restaurants, traveling, relaxing on the beach, or cheering on the Seton Hall basketball team.

Karen Zorn

Associate Wealth Advisor

Karen is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Prior to joining Beacon Pointe, Karen worked in the mortgage industry for over two decades assisting numerous families, primarily those in her Spanish-speaking community, in mortgage operations and sales. After many years in the mortgage industry, Karen decided to expand her knowledge in wealth management and bring her expertise to the industry by starting the process of earning her Certified Financial Planner™ (CFP®) designation at William Paterson University. Outside of the office, she is taking care of her daughter, Juliette, who keeps her busy with her art, piano, & mandarin lessons. Karen also enjoys traveling back to her home country, the Dominican Republic, or other warm destinations where she can enjoy a nice beach day with her family!

Matthew DiQuollo, CFP®

Regional Director

As a Beacon Pointe Regional Director, Matthew (Matt) is responsible for coordinating and leading business development efforts across Beacon Pointe’s referral networks and is primarily responsible for fostering relationships with custodial partners while also providing clients with customized wealth management solutions and plans. With over 25 years of industry experience, Matt has worked in various wealth management roles, including Mariner Wealth Advisors and The Glenmede Trust Company. Matt earned his Bachelor of Arts degree from Villanova University and holds the Certified Financial Planner™ (CFP®) designation. Matt is also a long-time member of Cento Amici (100 friends), a community-based organization dedicated to supporting education in New Jersey. He currently resides in New Jersey with his wife and four children, and in his spare time enjoys coaching his children’s youth sports team, vacationing with his family, and playing an occasional round of golf.

Melissa Gerckens

Melissa Gerckens, CFP®, CDFA®

Wealth Advisor

As a Wealth Advisor at the New Jersey Tri-State Office, Mel strives to help her clients meet their personal financial goals by aligning their life and wealth through customized integration of portfolio management and comprehensive financial planning. Mel is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst (CDFA®), an active member of Beacon Pointe’s Women’s Advisory Institute, and is a member of the New Jersey Pride Chamber of Commerce. Mel has dedicated her career to serving clients in need of specialized and comprehensive financial planning and has a passion for engaging and empowering her fellow female investors. She currently resides in Cranford, New Jersey, with her wife, their two sons, and Shiba Inu. She enjoys spending time with her family, day trips to the beach, and weekend trips to the lake.

Michael Whittemore, CFA

Senior Strategic Investment Advisor

Michael brings over 18 years of industry experience and provides customized investment solutions that help clients meet their financial goals.  Previously, Michael spent two years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA Charterholder designation. Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf and football, including passionately following his beloved New England Patriots.

Connect with one of our trusted Financial Advisors in the Tri-State Area.

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