Wiss Private Client Advisors, LLC

Hunter Kolmodin is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He joined the firm in 2024 and has prior experience working at Fairleigh Dickinson University, Ski Barn, and Eagle Landscaping. Wiss Private Client Advisors, LLC manages approximately $810 million for a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis with both long- and short-term strategies.

Jason Hoffman is a CFP® with 18 years of industry experience. He is currently with Wiss Private Client Advisors, LLC and has prior experience at US Bank, Bank of America, N.A., and Merrill Lynch. Wiss Private Client Advisors, LLC manages approximately $810 million for individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm provides wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis with both long- and short-term strategies.

Keyana Touchette is a CFP® professional with one year of experience at Wiss Private Client Advisors, LLC. Prior to joining the firm, she worked in various roles including positions in the food service industry and education. Wiss Private Client Advisors, LLC manages approximately $810 million for a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, and investment consulting, utilizing a combination of fundamental and technical analysis across a range of investment vehicles.

Stephanie Hughes is a financial advisor at Wiss Private Client Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Wiss Private Client Advisors manages approximately $810 million for about 138 clients, including individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers wealth management, financial planning, and investment management services, utilizing a blend of fundamental and technical analysis with both long- and short-term strategies.

David Boak is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wiss Private Client Advisors, LLC since 2022. Prior to joining Wiss, he worked at Fidelity Investments from 2009 to 2022. Wiss Private Client Advisors, LLC manages approximately $810 million for individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers wealth management, financial planning, investment management, and consulting services, employing both fundamental and technical analysis across various asset types and strategies.

Luke Rich is a financial advisor at Wiss Private Client Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Delaware and Ridge High School. Wiss Private Client Advisors, LLC manages approximately $810 million for individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis across various asset classes and strategies.

John Hounsell is a financial advisor at Wiss Private Client Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Wiss since 2021, with prior roles at NUS Consulting Group and Drew University. Wiss Private Client Advisors, LLC manages approximately $810 million for about 138 clients, including individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, investment management, and consulting services, utilizing a blend of fundamental and technical analysis with both long- and short-term strategies.

Thomas Birrittella is a CFP® professional with 18 years of industry experience. He is currently with Wiss Private Client Advisors, LLC, where he has worked since 2022. Prior to this, he was with Hillcrest Wealth Advisors - NY, LLC and EisnerAmper Wealth Advisors LLC. Wiss Private Client Advisors, LLC manages approximately $810 million for a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, investment management, and consulting services, utilizing a combination of fundamental and technical analysis across various asset classes and strategies.

Christian Pluchino is a financial advisor with Wiss Private Client Advisors, LLC. He holds a Series 65 designation and has been with Wiss & Company, LLP since 2024. Prior to joining Wiss, he worked at Madison Square Garden for one year. Wiss Private Client Advisors, LLC manages approximately $810 million for about 138 clients, including individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers wealth management, financial planning, investment management, and consulting services, utilizing a combination of fundamental and technical analysis and both long- and short-term strategies.

Nicholas Hoy is a financial advisor at Wiss Private Client Advisors, LLC in Florham Park, NJ, holding a Series 65 designation. He has been with Wiss & Company, LLP since 2024 and has prior experience at Valley Bank and Age Brilliantly. Wiss Private Client Advisors, LLC manages approximately $810 million for around 138 clients, including individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers wealth management, financial planning, investment management, and consulting services, utilizing a mix of fundamental and technical analysis across various investment types and coordinating closely with affiliated accounting and insurance services.