Emissary Wealth

Jamie Mutinsky is a CFP® and holds a Series 65 license, with four years of experience in the financial industry. He has worked at Emissary Wealth since 2020 and previously held roles at AssetMark, KeyBank, and Siena College, among others. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering comprehensive financial planning and discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis and a goal-driven planning approach, managing private pooled investment vehicles with a focus on real estate-related investments.

Christopher Cacchiola is a financial advisor at Emissary Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Mercer Global Advisors and Beacon Wealth Management. Outside of advisory work, he owns Emissary Tax, LLC, a separate tax and accounting firm. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm provides comprehensive financial planning and investment management, emphasizing fundamental analysis and a goal-driven approach tailored to client objectives.

Christina Light is a financial advisor at Emissary Wealth with eight years of industry experience. She holds a Series 65 designation and has worked at Emissary Wealth since 2020, following five years at Bell Investment Advisors, Inc. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive financial planning and investment management. The firm’s investment approach emphasizes fundamental analysis and goal-driven planning, with a focus on real estate-related investments for its pooled vehicle business.

Steven Longa is a financial advisor at Emissary Wealth with three years of industry experience. He holds a Series 65 designation and previously worked for the National Football League and Rutgers University. Outside of his advisory role, he owns and manages a transportation business and a property management company. Emissary Wealth serves a diverse client base including individuals, trusts, estates, business entities, and charitable organizations. The firm offers comprehensive financial planning and investment management, emphasizing fundamental analysis and goal-driven planning, with a notable focus on private pooled investment vehicles and real estate-related investments.