Tsa Management Inc

Ginger Romero Pardlo is a financial advisor with TSA Management Inc and holds a Series 66 designation. She has 18 years of industry experience and has been with Halliday Financial, LLC since 2015. Outside of her advisory role, she serves as Treasurer for the American Community School of Abu Dhabi PTA and as a temporary assistant to the Managing Director at Pall Mall Consultancy. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, focusing on strategic asset allocation and a mix of fundamental, qualitative, and technical analysis. The firm manages a diversified range of securities and is notable for its high assets under management per advisor within a small team.

Christine Malmborg is a financial advisor with TSA Management Inc. She holds Series 63 and Series 66 licenses and has 16 years of industry experience. She has worked at Halliday Financial Group since 2008. Outside of her advisory role, she works as a product representative at auto shows for the Explorer Von Company. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis in constructing portfolios.

James Werner is a CFP® with 20 years of industry experience and has been with HRC Investment Services, Inc. since 2009. He is currently an advisor at Tsa Management Inc, a firm with a team of five advisors based in Glen Head, NY. Outside of his advisory work, Werner serves as Treasurer and Chairperson of the finance committee for the Youth and Family Counseling Agency of Oyster Bay and holds a governance role with Sagamore Junior Sailing, a nonprofit social club. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, emphasizing strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis. The firm manages a broad mix of securities while limiting aggressive tactics and serves approximately 2,800 client relationships with $1.285 billion in assets under management.

Richard Dimaggio is a financial advisor at Tsa Management Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hrc Services, Inc. since 1995. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm employs a strategic asset allocation approach with quarterly rebalancing and combines fundamental, qualitative, and technical analysis, focusing on diversified portfolios with larger, dividend-paying equities.

Jessica Preville is a financial advisor with Tsa Management Inc, holding a Series 66 designation and six years of industry experience. She has worked at Halliday Financial since 2019 and briefly at Northwestern Mutual in 2017. Outside of finance, she is employed as a waitress at the Desmond Hotel. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm focuses on strategic asset allocation, quarterly rebalancing, and a blend of fundamental, qualitative, and technical analysis, managing a broad mix of securities while limiting aggressive tactics.

Denis Moynihan is a financial advisor with Tsa Management Inc, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at HRC Services, Inc. since 1993 and HRC Financial Planners since 1985. Outside of his advisory work, he is a partner in two non-investment-related real estate holding companies. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a blend of fundamental, qualitative, and technical analysis, managing a broad mix of securities with a focus on dividend-paying equities and diversified model allocations.

Paul Mohammadi is a financial advisor at Tsa Management Inc with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been self-employed since 2012. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm employs a strategic asset allocation approach with quarterly rebalancing and combines fundamental, qualitative, and technical analysis, focusing on diversified portfolios that emphasize larger, dividend-paying equities.

Michael Fleming is a financial advisor at TSA Management Inc with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TSA Management since 2009. In addition to his advisory role, Fleming owns a non-investment law firm that provides legal advice related to trusts and estates. TSA Portfolio Management offers investment supervisory services to individuals, retirement, and institutional accounts, managing a diverse mix of securities through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, serving approximately 2,800 clients with $1.285 billion in assets under management.

Matthew Monk is a financial advisor at TSA Management Inc with a Series 66 designation and two years of industry experience. He has been with Halliday Financial, LLC since 2023. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities including mutual funds, ETFs, individual equities, and fixed income.

James Pino is a financial advisor with TSA Management Inc. in Glen Head, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at HRC Services, Inc. since 1997. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, emphasizing strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis. The firm manages a diverse range of securities and serves approximately 2,800 client relationships with a team of five advisors.

Rachel Pino is a financial advisor at TSA Management Inc with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at HRC Services, Inc. since 1993. Outside of her advisory role, she is a partner in MII Holdings, LLC, a real estate holding company. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis in its portfolio construction.

Jeffery Jones is a financial advisor at Tsa Management Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Halliday Financial, LLC, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional clients, managing a broad range of securities through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and combines fundamental, qualitative, and technical analysis in its investment approach.

Sandy Siff is a CFP® with 38 years of experience in the financial industry. She is affiliated with Tsa Management Inc and has worked with HRC Services, Inc. and HRC Financial Services since the late 1980s and early 1990s. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis in its portfolio construction.

Frank Guiffre is a CFP® with 20 years of industry experience, currently serving as an advisor at Tsa Management Inc in Glen Head, NY. He has been associated with Hrc Investment Services since 2005 and is involved with the Saratoga Triathlon Club. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary management. The firm emphasizes strategic asset allocation, diversified portfolios, and a combination of fundamental, qualitative, and technical analysis, managing approximately $1.285 billion in assets across 2,800 client relationships.

Gary Lofgren is a CFP® with 43 years of industry experience. He is associated with TSA Management Inc and has been with HRC Financial Planners and HRC Services, Inc. since 1986. Lofgren serves as president and 50% owner of ELH Associates, Inc., an investment-related business, and acts as co-trustee for multiple charitable and living trusts with investment responsibilities. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts. The firm emphasizes strategic asset allocation, diversified portfolios, and a disciplined investment approach, managing approximately $1.285 billion in assets across five advisors.