James Lombardo is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Aegis Capital Corp. Outside of his advisory work, he serves as CEO of a real estate company. AtCap Partners, LLC provides investment management and financial planning to individuals, trusts, estates, retirement plans, and other business entities. The firm employs a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading and options.

Farrel Liger is a financial advisor at AtCap Partners, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at National Asset Management and National Securities Corporation. Outside of advising, he teaches continuing education courses for CPAs and is involved with nonprofit organizations such as The Foundation of the World and West Harlem Assistance. AtCap Partners, LLC provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a combination of fundamental and technical analysis to create individualized investment strategies that include long-term holdings, short-term trading, and options.

Kevin Smith is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Aegis Capital Corp. He serves on the Investment Advisory Board at Ithaca College School of Business, where he mentors students and participates in advisory meetings. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Daniel Fred is a financial advisor with AtCap Partners, LLC, based in New York, NY, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at AtCap Partners since 2022 and previously spent over two decades at National Securities Corporation, with additional experience at National Asset Management. AtCap Partners provides investment management and financial planning to individuals, trusts, estates, retirement plans, and other entities, utilizing a combination of fundamental and technical analysis to tailor strategies that range from long-term holdings to short-term trading and options. The firm offers services through various account types and leverages access to third-party asset managers via the Envestnet platform.

Stephen Marek is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Joseph Gunnar & Co. LLC for 16 years before joining AtCap Partners and Ceros Financial Services in 2025. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other business entities. The firm employs a combination of fundamental and technical analysis, including cyclical analysis and market timing, offering strategies that range from long-term holdings to short-term trading and options.

Nicholas Scaturro is a financial advisor at AtCap Partners, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including National Asset Management and National Securities Corp. Outside of his advisory role, he has experience working with community organizations and educational institutions. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Joseph Varvara is a financial advisor at AtCap Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corp and National Asset Management. Outside of advisory work, he owns JEGA Consulting, a non-investment-related accounting and tax business. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Jean Cocinescu is a financial advisor with AtCap Partners, LLC in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has worked at National Securities Corp and National Asset Management before joining AtCap Partners and Ceros Financial Services, Inc. Outside of his advisory role, he is a sole proprietor involved in real estate and bookkeeping activities. AtCap Partners provides investment management and financial planning to individuals, trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental and technical analysis to tailor strategies that range from long-term holdings to short-term trading and options.

Damian Defex is a financial advisor at AtCap Partners, LLC in New York, NY, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corporation and National Asset Management. He is also affiliated with Ceros Financial Services, Inc. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental and technical analysis to develop individualized investment strategies ranging from long-term holdings to short-term trading and options.

Marc Goldstein is a financial advisor at AtCap Partners, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Asset Management, Inc. and B. Riley Wealth Management. Outside of his advisory role, he is a passive investor in a scalp micropigmentation business and serves on the board of a charitable foundation supporting New York State troopers. AtCap Partners, LLC provides investment management and financial planning to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading and options.