New York, NY 10 East 53rd Street 14th Floor Office

Hugh Maginnis Jr. is a financial advisor at Arax Advisory Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including U.S. Capital Wealth Advisors, Triad Advisors, Pinnacle Private Wealth, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is registered as an insurance agent and sells fixed insurance and annuity contracts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Kenneth Mathieson is a financial advisor with Arax Advisory Partners in New York, NY, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, Laidlaw Wealth Management, Steward Partners Investment Advisory, and Raymond James Financial Services. Outside of advising, he has a small real estate business renting out his home. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors managing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation.

Michael Farrell is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Arax Advisory Partners. He has previously worked at Piton Investment Management and U.S. Capital Wealth Advisors. Outside of his advisory role, Michael is Vice President of Farr Education, a nonprofit assisting charter schools, where he performs due diligence, financial modeling, and performance reporting. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm integrates internal portfolio management, third-party models, and customized asset allocation to meet client objectives, distinguishing itself through the use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Daniel Sexton is a financial advisor at Arax Advisory Partners with 28 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at firms including U.S. Capital Wealth Advisors, Pinnacle Private Wealth, Beaumont Financial Partners, and Fidelity Brokerage Services. In addition to his advisory role, he is a registered insurance agent involved in fixed insurance and annuity contracts. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal management, third-party relationships, and tailored asset-allocation strategies.

John McDermott is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Laidlaw & Company, Bank of America, Merrill, and U. S. Capital Wealth Advisors. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning and portfolio management while utilizing performance-based fee arrangements and a combination of internal and external asset management strategies.

Christian Pevarnik is a financial advisor with Arax Advisory Partners in New York, NY, holding a Series 66 designation and 20 years of industry experience. He has been with SRS Capital Advisors, Inc. since 2009. In addition to advisory services, he is licensed to sell insurance with multiple companies and receives commissions related to those sales. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and external portfolio management strategies and offers a range of services including financial planning and retirement plan consulting, with a notable use of performance-based fee arrangements and carried-interest structures for qualified investors.

James Fortescue is a financial advisor at Arax Advisory Partners with eight years of industry experience. Prior to joining Arax in 2026, he worked at U.S. Capital Wealth Advisors for eight years and has been associated with Piton Investment Management since 2015. He serves as chairman of the board at Don Bosco Prep School and is a board member of HALO Investing Inc., a technology platform for structured notes. Arax Advisory Partners is a multi-team wealth manager with more than 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation approaches to meet client objectives.

Lawrence Mcneill is a financial advisor at Arax Advisory Partners in New York, NY, holding Series 63 and Series 65 licenses with 39 years of industry experience. His prior positions include roles at Wells Fargo Clearing Services, Morgan Stanley Private Bank, and Morgan Stanley. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of advisory and portfolio management services. The firm combines internal portfolio management with third-party models and tailored asset-allocation approaches, and is notable for its use of performance-based fee arrangements and its recent consolidation of affiliated firms.

Michael O'Connor is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Merrill and Bank of America. Outside of advisory work, he is a registered insurance agent, selling and servicing fixed insurance and annuity products. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of financial planning and portfolio management services, combining internal management, third-party models, and tailored asset allocation to meet client objectives.

Jake Given is a financial advisor at Arax Advisory Partners with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Ernst & Young. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting.

Joshua Schechter is a financial advisor at Arax Advisory Partners in New York, NY, holding a Series 65 designation. He joined Arax in 2025 and previously worked at Weil, Gotshal & Manges, LLP, and The Amynta Group. Schechter also has experience in academia through roles at New York University and the University of Michigan. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and it is noted for its use of performance-based fee arrangements and carried-interest structures.

David Simon is a CFP® with 26 years of industry experience, currently serving at Arax Advisory Partners since 2025. He is also the president of SimonDavis, Inc., an insurance wholesale brokerage agency specializing in insurance and fixed annuity sales. Simon’s career includes two decades at SRS Capital Advisors, Inc. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a notable use of performance-based fee arrangements and insurance brokerage activities.

Steven Goode is a CFA® charterholder based in New York, NY, with two years of industry experience. He is currently with Arax Advisory Partners, where he has worked since 2026. Prior to Arax, he spent three years at GFP Private Wealth/Logix and seven years as a self-employed advisor. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors and approximately $26.5 billion in regulatory assets under management. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a blend of internal portfolio management, third-party models, and tailored asset allocation, including unique performance-based fee arrangements and carried-interest structures for qualified investors.

Keith Hassan is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Laidlaw Wealth Management, U.S. Capital Wealth Advisors, and Convergex Execution Solutions. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a broad range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, combining internal management with third-party models and tailored asset allocation.