Old Bridge Wealth, Inc.

Jason Nardis is a financial advisor at Old Bridge Wealth, Inc. with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, he is involved in entrepreneurial activities including ownership of Old Bridge Capital Advisors, which focuses on accounting, reporting, and alternative investments for single and multi-family offices. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, investment policy statements, and referrals to third-party managers. The firm uses multiple analysis methods and employs a range of strategies, including alternative investments and trading techniques, while managing accounts on a discretionary basis.

Giovanni Treglia is a financial advisor at Old Bridge Wealth, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management and Axa Advisors. Outside of his advisory role, he is an officer of Kick Start A Cure, a nonprofit organization that organizes events. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, written investment policy statements, and referrals to third-party managers. The firm employs multiple analysis methods and a range of investment strategies, including both long- and short-term approaches and allocations to nontraditional vehicles.

Michael Mongiello is a financial advisor at Old Bridge Wealth, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including EisnerAmper and United Advisors. In addition to his advisory role, he has been involved in mechanical contracting and tax preparation businesses. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, investment policy statements, and referrals to third-party managers. The firm employs a variety of analysis methods and pursues both long- and short-term strategies, including the use of alternative investment vehicles.