Stage Wealth Management, Inc.

Michael Mullane is a financial advisor at Stage Wealth Management, Inc. in Scarsdale, NY, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at National Securities Corp, National Asset Management, Inc., and Lucas & Associates. He is also registered as an independent insurance agent. Stage Wealth Management provides discretionary portfolio management and pension consulting services to individuals, including high-net-worth clients, as well as retirement plan sponsors and business entities. The firm operates its own wrap fee program, employing a range of investment strategies based on fundamental, technical, and charting analysis.

Glenn Hechler is a financial advisor at Stage Wealth Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Asset Management, Inc. and National Securities Corporation. Outside of his advisory role, he serves as vice president of a local nonprofit sports organization in Somers, NY. Stage Wealth Management provides discretionary portfolio management and pension consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm manages approximately $82.3 million in assets across 175 client relationships and operates its own wrap fee program that utilizes fundamental, technical, and charting analysis for investment decisions.

Josh Minotta is a financial advisor at Stage Wealth Management, Inc., holding a Series 65 credential with one year of industry experience. Prior to joining Stage Wealth Management, he worked in insurance sales and operations at North Shore Life & Health Agency Inc. Outside of his advisory role, Minotta is a licensed insurance agent involved in life and health insurance sales. Stage Wealth Management provides discretionary portfolio management and pension consulting services to individuals, including high-net-worth clients, as well as retirement plan sponsors and business entities. The firm manages approximately $82.3 million in assets across 175 client relationships and operates its own wrap fee program, utilizing fundamental, technical, and charting analysis in its investment approach.

Matthew Mcnelis is a financial advisor at Stage Wealth Management, Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Axa Advisors, LLC. Outside of his advisory role, he serves as an assistant varsity basketball coach at Red Bank Catholic High School. Stage Wealth Management provides discretionary portfolio management and pension consulting to individuals, including high-net-worth clients, as well as retirement plan sponsors and business entities. The firm manages approximately $82.3 million in assets across about 175 client relationships and operates its own wrap fee program, employing fundamental, technical, and charting analysis in its investment approach.