Emissary Wealth

Reed Smith is a financial advisor with Emissary Wealth holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Morgan Stanley. Emissary Wealth serves individual clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers comprehensive financial planning and investment management, using fundamental analysis to tailor portfolios to client goals and also acts as adviser and portfolio manager for private pooled investment vehicles, particularly focusing on real estate-related investments.

William Walsh IV is a Series 65-licensed financial advisor at Emissary Wealth with three years of industry experience. Prior to joining Emissary Wealth, he worked at Dunedain Capital LLC and spent over a decade at Con Edison. Outside of his advisory role, he is a union employee at Con Edison, working full time. Emissary Wealth serves individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, providing comprehensive financial planning and investment management. The firm specializes in managing private pooled investment vehicles and offers discretionary portfolio management based on fundamental analysis tailored to client objectives.

Jamie Mutinsky is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Emissary Wealth since 2020 and has prior experience at AssetMark, KeyBank, and Siena College in various roles. Emissary Wealth serves individual clients, trusts, estates, business entities, and charitable organizations, providing comprehensive financial planning and investment management. The firm is notable for advising and managing private pooled investment vehicles, including a private investment partnership focused 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 a Series 65 designation and three years of industry experience. Prior to joining Emissary Wealth in 2022, he played professional football in the National Football League from 2016 to 2020. Outside of advising, he owns and manages businesses in transportation and property management. Emissary Wealth serves a diverse client base including individuals, trusts, business entities, and charitable organizations, providing comprehensive financial planning and investment management services. The firm is noted for its role as adviser and manager of private pooled investment vehicles, alongside offering tailored portfolio management based on fundamental analysis and client-specific objectives.