Jason Mahabirsingh is a financial advisor at Momentum Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Credit Suisse Securities (Canada) Inc. and Credit Suisse First Boston, where he worked for a combined 19 years before becoming self-employed from 2018 to 2022. Momentum Advisors serves individual and organizational clients such as families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, investment management, and consulting services. The firm builds customized portfolios based on clients’ risk profiles and time horizons, using both discretionary and non-discretionary management approaches alongside third-party managers and subadvisers.

William Platt is a CFP® with 23 years of industry experience. He has been with Momentum Advisors since 2014 and previously worked at Farther. Outside of his advisory work, he serves as a varsity secondary football coach at St. Anthony's School in Melville, NY. Momentum Advisors is a registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, families, trusts, charitable institutions, foundations, pension plans, and small businesses. The firm emphasizes customized portfolio construction and ongoing monitoring, using mutual funds, ETFs, and third-party managers.

Andrea Gray is a financial advisor at Momentum Advisors with 12 years of industry experience. She holds a Series 66 designation and has worked at Farther, Bank of America, and Merrill. Momentum Advisors is a registered investment adviser that serves individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm offers tailored wealth management, financial planning, investment and portfolio management, and consulting services, emphasizing customized portfolio construction and ongoing monitoring.

Kyle Pitts is a financial advisor at Momentum Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Momentum Advisors since 2015. Pitts serves as a director for Corporation Me! Financial Education, a nonprofit organization that teaches personal finance basics to teenagers and young adults. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, and investment consulting. The firm constructs individualized portfolios tailored to clients’ risk profiles and time horizons, and provides both discretionary and non-discretionary management using third-party managers and subadvisers.

Tyler Holley is a financial advisor at Momentum Advisors in New York, NY, holding a Series 65 designation with one year of industry experience. He has been with Momentum Advisors since 2021. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm offers wealth management, financial planning, investment and portfolio management, and consulting services with a focus on customized portfolio construction and ongoing monitoring.

Baron Hilliard is a financial advisor at Momentum Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities for seven years. Outside of his advisory role, he is the founder and president of a non-financial business called Love, Black People. Momentum Advisors provides wealth management, financial planning, and investment consulting services to individuals, families, trusts, and institutional clients. The firm focuses on customized portfolio construction and ongoing management, frequently utilizing mutual funds, ETFs, and third-party managers.