Blackdiamond Wealth Management, LLC

Laurence Greenwald is a ChFC® credentialed advisor with 37 years of industry experience. He has been with BlackDiamond Wealth Management, LLC since 2018 and concurrently serves as a registered representative with Purshe Kaplan Sterling Investments, Inc. He is also a commissioned Notary Public. BlackDiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a primarily long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, utilizing fundamental, technical, and cyclical analysis.

Debra Noble is a CFP® with 18 years of industry experience, currently serving as an advisor at Blackdiamond Wealth Management, LLC since 2020. She previously worked at UBS Financial Services Inc. from 2015 to 2020. She is also a licensed insurance agent involved in insurance sales. Blackdiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management and financial planning. The firm’s investment approach focuses on long-term, diversified portfolios primarily using low-cost mutual funds and ETFs, with allocations guided by fundamental, technical, and cyclical analysis.

Jorge Pizarro is a financial advisor at Blackdiamond Wealth Management, LLC in New York, NY, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Osaic Wealth, Woodbury Financial Services, and Capital One. Blackdiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans with discretionary investment management and financial planning. The firm’s investment approach focuses on long-term, diversified portfolios primarily constructed from low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis.

Kevin De Rosa is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at BlackDiamond Wealth Management, Inc. since 2021 and previously held roles at Your Planning Partner, LLC and McAdam LLC. BlackDiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management and financial planning. The firm employs a primarily long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis.

Kenneth Nuttall is a CFP® with seven years of industry experience, currently serving as an advisor at Blackdiamond Wealth Management, LLC. His prior experience includes roles at Acorn Financial and J.P. Morgan Chase. He is also involved in insurance sales as a non-investment related business activity. Blackdiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a primarily long-term investment approach focused on diversified portfolios using low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis.

Sean Hollitz is a financial advisor at BlackDiamond Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining BlackDiamond in 2018, he worked at Purshe Kaplan Sterling Investments, MML Investors Services Inc, and Mass Mutual Financial. Outside of his advisory role, he owns and manages a small investment property. BlackDiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management and financial planning. The firm employs a primarily long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis.

Scott Ungar is a financial advisor at Blackdiamond Wealth Management, LLC in New York, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blackdiamond Wealth Management since 2017, following a prior role at MML Investors Services. Ungar is also a licensed independent insurance agent. Blackdiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides discretionary investment management and financial planning, focusing on diversified, long-term portfolios using low-cost mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis.