Premier Path Wealth Partners, LLC

Rebecca Garcia is a financial advisor at Premier Path Wealth Partners, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of finance, she has experience in education and camp administration, including roles at Future Stars Camp and Madison High School. Premier Path Wealth Partners serves individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and access to third-party money managers. The firm employs a combination of fundamental, technical, and quantitative analysis with ESG screening and utilizes multiple third-party platforms to support investment management and operations.

Joseph Fantozzi is a financial advisor with Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 66 designation and five years of industry experience. Prior to joining Premier Path Wealth Partners in 2025, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and access to third-party money managers. The firm combines fundamental, technical, and quantitative analysis with ESG screening and asset allocation, managing approximately $1.1 billion in discretionary assets across a four-advisor team.

Derek Wittjohann is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2010 to 2023 before joining Premier Path Wealth Partners, LLC in 2023. Derek is based in Madison, NJ, and is part of a four-advisor team at Premier Path. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a combined fundamental, technical, and quantitative investment approach and utilizes third-party platforms and managers to support client strategies.

Brian Glenn is a CFA® charterholder with eight years of industry experience. He is currently with Premier Path Wealth Partners, LLC and previously worked at Olcott Square Investment Partners, LLC and W.R. Huff Asset Management. He serves on the board of directors for IEH Corporation, a company that designs and manufactures HYPERBOLOID connectors for aerospace, defense, industrial, and medical applications. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment process combining fundamental, technical, and quantitative analysis, and utilizes third-party managers and advanced platforms to support its clients.

Patrick York is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Premier Path Wealth Partners, LLC in 2023. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering a range of portfolio management and financial planning services. The firm employs a combined fundamental, technical, and quantitative investment approach, with access to third-party money managers and platforms to support its operations.

Anibal Guerrero Russo is a CFP® professional with five years of industry experience, currently serving at Premier Path Wealth Partners, LLC. His prior experience includes roles at Peapack Private Bank & Trust, Rockwood Wealth Management, and JPMorgan Chase & Co. He is a silent partner in a family-owned handyman business. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and access to third-party money managers, with a focus on integrating fundamental, technical, and quantitative analysis in their investment process.

Michael Lehman is a CFP® professional with 28 years of industry experience. He is currently with Premier Path Wealth Partners, LLC and has previously worked at Bank of America NA and Merrill Lynch Pierce, Fenner & Smith, Inc. He holds Series 63 and Series 66 licenses. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and access to third-party money managers. The firm employs a multi-faceted investment approach combining fundamental, technical, and quantitative analysis, and manages approximately $1.1 billion in discretionary assets across a four-advisor team.