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Rachel L
Series 63, Series 65
Parsippany, NJ
Hennion & Walsh Asset Management, Inc.
Rachel Leventhal is a financial advisor at Hennion & Walsh Asset Management, Inc. with 24 years of industry experience. She has been with Hennion & Walsh since 2001. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a variety of programs including wrap-fee portfolio management, personalized UMA, and managed accounts, using both discretionary and non-discretionary management across multiple asset classes.
Marc S
Series 63, Series 65
Parsippany, NJ
Hennion & Walsh Asset Management, Inc.
Marc Strafaci is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, all of which have been with Hennion & Walsh since 2008. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis utilizing a range of strategies across multiple asset classes and manages approximately $768.8 million for over 1,000 clients through a multi-advisor team.
Tyler M
Series 63, Series 65
Parsippany, NJ
Hennion & Walsh Asset Management, Inc.
Tyler Mitnick is a financial advisor at Hennion & Walsh Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2014. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis and offers multiple program structures, managing approximately $768.8 million for over 1,000 clients.
Kyle R
Series 63, Series 65
Parsippany, NJ
Hennion & Walsh Asset Management, Inc.
Kyle Ruff is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Kyle has been with Hennion & Walsh since 2016. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients through a team of 73 advisors.
Justin Y
Series 63, Series 65
Parsippany, NJ
Hennion & Walsh Asset Management, Inc.
Justin Yoon is a financial advisor at Hennion & Walsh Asset Management, Inc. with 27 years of industry experience, having worked at the firm since 1999. He holds the Series 63 and Series 65 designations. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis across various asset classes and offers multiple program structures, managing approximately $768.8 million for over 1,000 clients.
Jonathan H
Series 63, Series 65
Parsippany, NJ
Hennion & Walsh Asset Management, Inc.
Jonathan Hyer is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Hennion & Walsh in 2017, he worked at Rowan University from 2013 to 2017. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with a range of strategies across multiple asset classes and offers various program structures including wrap fee Portfolio Management Programs, Personalized UMA programs, and supervisory services for affiliated unit investment trusts.
Kunal P
CFP®, Series 66
Parsippany, NJ
Hennion & Walsh Asset Management, Inc.
Kunal Patel is a Certified Financial Planner (CFP®) with 16 years of industry experience, currently serving at Hennion & Walsh Asset Management, Inc. since 2010. He has a Series 66 designation and is based in Parsippany, NJ. Patel has explored potential service-related ventures through a personal company, KHP LLC. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $768.8 million for over 1,000 clients. The firm employs a blend of fundamental and technical analysis and utilizes a variety of investment strategies across multiple asset classes, offering tailored program structures including wrap fee and unified managed accounts.
Brian P
Series 66
Parsippany, NJ
Hennion & Walsh Asset Management, Inc.
Brian Pendleton III is a financial advisor with Hennion & Walsh Asset Management, Inc., holding a Series 66 credential and 15 years of industry experience. He has been with Hennion & Walsh since 2012. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors and employs a variety of investment strategies across multiple asset classes.
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