Platform Technology Partners

Robert Tirrito is a financial advisor at Platform Technology Partners with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and the Norfolk Naval Shipyard. Tirrito also served full-time at the United States Merchant Marine Academy. He holds salaried administrative positions at both NEPW, an unaffiliated SEC-registered investment adviser, and Spire Securities, LLC, an unaffiliated broker-dealer. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, family-office style administrative services, and utilizes a process that includes asset allocation among independent managers, mutual funds, ETFs, and individual securities, with an emphasis on private fund advisory and pooled investment vehicles.

Matthew Segal is a financial advisor with Platform Technology Partners in New York, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney for nine years and has been with Spire Securities, LLC and Platform Technology Partners since 2019. Outside of advisory work, Segal is involved in life and health insurance sales on a limited basis. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a distinctive approach that includes managing private funds and utilizing pooled investment vehicles subject to PCAOB audits.

Matthew Shapiro is a financial advisor at Platform Technology Partners with 16 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Platform Technology Partners in 2019, he worked at Sanford C. Bernstein & Co., LLC for 11 years. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion and serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a process that includes asset allocation among independent managers, mutual funds, ETFs, and individual securities.

Joseph Spina is a financial advisor at Platform Technology Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon for seven years before joining his current firm in 2022. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, utilizing a process that combines client interviews, risk assessment, and diversified asset allocation across independent managers, mutual funds, ETFs, and individual securities.

Jeffrey Filone is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also involved with Northeast Private Wealth Management LLC, an SEC-registered investment adviser unaffiliated with Platform Technology Partners. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion, serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a distinctive focus on private fund advisory and pooled investment vehicles.

John Litke is a financial advisor at Platform Technology Partners with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Heritage Strategies LLC and Mass Mutual Investors Services. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion and serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, utilizing a process that combines independent managers, mutual funds, ETFs, and individual securities alongside private investments and pooled vehicles.

Stephen Nicholas is a financial advisor at Platform Technology Partners with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC and Boston Scott LLC. Nicholas serves as a board member for First Tee, organizing events focused on youth education and college pathways. Platform Technology Partners manages approximately $1.09 billion for a diverse client base, offering discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services. The firm’s investment process involves asset allocation among independent managers, mutual funds, ETFs, and individual securities, with additional involvement in privately held investments and pooled vehicles.

Nathaniel Simkins is a Series 65-credentialed advisor at Platform Technology Partners with three years of industry experience. He has held roles at Monarch Private Capital, Ursula Capital Partners LP, Peachtree Investment Solutions, Horse Creek Trust LLC, and has served as president of Blue Beech, LLC, a project management consulting firm for real estate development ventures. He is also president of Horse Creek Trust, a community redevelopment entity focused on revitalizing Graniteville, South Carolina. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion and serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a process that includes asset allocation among independent managers, mutual funds, ETFs, individual securities, and suitable privately held investments.

Patrick Van Roten is a financial advisor with Platform Technology Partners in Woodbury, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also an investment adviser representative of Northeast Private Wealth Management, an SEC-registered RIA. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a notable focus on private fund advisory and sponsorship, including management of pooled investment vehicles subject to PCAOB audits.

Patrick Moran is a financial advisor at Platform Technology Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northeast Private Wealth Management, Pickwick Capital Partners, and Mizuho Securities USA. Outside his advisory role, Moran is the managing partner and president of Dogwood Lane Capital, where he serves as a consultant and advisor. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a distinctive focus on private fund advisory and the use of pooled investment vehicles.