New York, NY 1345 Avenue of the Americas Office

Edgar Pineda is a financial advisor with Equitable Advisors based in New York, NY, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2003, including roles at Equitable Distributors, LLC and AXA Distributors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models, including third-party TAMPs and discretionary portfolio management, and offers a broad range of investment options while providing ERISA fiduciary services for qualified plans.

Jamie Milici is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Equitable Advisors since 2004 and also has experience with Axa Advisors, LLC during overlapping years. Equitable Advisors serves a broad client base, including individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Glen Cohen is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at LPL Financial, Nationwide Investment Services Corp, Cleararc Capital, and Invesco. Outside of his advisory work, he is the owner of Bleecker Search Partners LLC, an executive search consulting firm. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

David Halstead is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015, including time under its former name Axa Advisors, LLC. Outside of his advisory work, he serves as trustee and power of attorney for several family trusts. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers various advisory programs through a network of representatives, utilizing both firm-sponsored and third-party asset managers to deliver customized investment solutions.

Allison Burch is a Series 66-licensed financial advisor with Equitable Advisors, based in New York, NY, and has 21 years of industry experience. She has worked at Equitable Advisors since 2013 and was previously with Axa Advisors, LLC from 2013 to 2020. Outside of her advisory work, she is involved with Idrissi & Burch LLC, a business engaged in website design and retail research. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach focuses on assessing clients’ risk tolerance and matching them with appropriate program models or discretionary managers, often utilizing third-party asset managers and advisory platforms.

Lane Tryon is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 designations and four years of industry experience. His background includes roles outside finance, such as working at Old Capital Grill & Smoke House. Equitable Advisors serves a diverse client base including individuals, plans, corporations, and charities, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

John Valenzuela is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors since 2010 and previously held positions at Axa Advisors, LLC and Eagle Strategies. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Amy Portilla is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2008, previously affiliated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a variety of asset-management programs. The firm employs a range of advisory models delivered through both proprietary and third-party managers, focusing on personalized risk assessment and program matching.

Emily Culler is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and bringing 13 years of industry experience. She has been with Equitable Advisors since 2012, previously affiliated with AXA Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and both proprietary and third-party investment solutions.

Jamie Reynolds is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked with Axa Advisors, LLC from 2003 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and various advisory models.

Michael Mcnenny is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at Equitable Advisors since 2006 and previously at Axa Advisors and Chase Investment Services Corp. Outside of advising, he owns Laser Putt Pro, Inc., a company with a utility patent for a golf aid. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes third-party advisory models and fiduciary services and integrates proprietary and external investment solutions.

Santo Loporto is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a range of programs and third-party partnerships.

Cionne Beatty is a Series 66-licensed financial advisor with Equitable Advisors in New York, NY, with 11 years of industry experience. She has worked at Equitable Advisors and its predecessor firms since 2015. Outside of her advisory role, Beatty is the owner of Gotham Travel Group, LLC, a travel agency where she manages travel arrangements on a limited, part-time basis. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models to implement client strategies.

Leah Shapson is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with Equitable Advisors and its predecessor entities since 2016 and also worked briefly at UBS Financial Services in 2014. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm uses a range of advisory models and third-party managers, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Eric Biblow is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a structured approach to client service, matching investors to proprietary and third-party advisory models, and provides a range of investment options including mutual funds, ETFs, separately managed accounts, and selected alternative investments.