Momentum Advisors

Jason Mahabirsingh is a financial advisor at Momentum Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Credit Suisse Securities (Canada) Inc. and Credit Suisse First Boston, where he worked for a combined 19 years before becoming self-employed from 2018 to 2022. Momentum Advisors serves individual and organizational clients such as families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, investment management, and consulting services. The firm builds customized portfolios based on clients’ risk profiles and time horizons, using both discretionary and non-discretionary management approaches alongside third-party managers and subadvisers.

William Platt is a CFP® with 15 years of experience in financial advising. He is currently affiliated with Momentum Advisors and has worked at Purshe Kaplan Sterling Investments since 2014. Outside of his advisory roles, he serves as a varsity secondary football coach at St. Anthony's School in Melville, NY. Momentum Advisors serves individual and organizational clients with wealth management, financial planning, investment management, and consulting services. The firm creates customized portfolios based on client risk profiles and offers both discretionary and non-discretionary management, often utilizing third-party managers and subadvisers.

Kyle Pitts is a financial advisor at Momentum Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Momentum Advisors since 2015. Pitts serves as a director for Corporation Me! Financial Education, a nonprofit organization that teaches personal finance basics to teenagers and young adults. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, and investment consulting. The firm constructs individualized portfolios tailored to clients’ risk profiles and time horizons, and provides both discretionary and non-discretionary management using third-party managers and subadvisers.