Summit, NJ Office

Matthew Falkowski is a CFA® charterholder with eight years of industry experience. He has been with Seabridge Investment Advisors LLC since 2014. The firm provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, and private investment funds. Seabridge constructs global, equity-focused portfolios using research on companies, funds, and macro conditions, and also serves other investment advisers as a sub-adviser.

Howard Chin is a CFA® charterholder with 11 years of industry experience, currently serving at Seabridge Investment Advisors LLC since 2012. He holds the Series 63 designation and is based in Summit, NJ. Outside of his advisory role, he serves as Treasurer for Crossroads Community Church, where he manages financial donations and budgeting. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and financial planning to individuals, high-net-worth clients, and various institutional clients. The firm focuses on global, equity-centered portfolios and also acts as a sub-adviser to other advisers while supporting a diverse range of investment vehicles.

Brandon Bottari is a CFP® professional at Seabridge Investment Advisors LLC with two years of industry experience. He previously worked at Blue Ocean Wealth and has a background in education. Seabridge serves a diverse client base including individuals, institutional, and tax-exempt clients, offering discretionary portfolio management and financial planning. The firm is notable for its global equity-focused strategies and its role as a discretionary sub-adviser for other investment advisers.

Robert Kolyer Jr. is a financial advisor with Seabridge Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. Before joining Seabridge, he spent over two decades at the Howard Hughes Medical Institute. He serves on the Financial Investments Strategy Committee of Capital Guidance and volunteers on the investment committee of Spike Ventures, providing advisory input on investment strategies. Seabridge Investment Advisors serves a diverse client base including individual, institutional, and tax-exempt clients. The firm manages global equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser for other investment advisers, distinguishing itself through its work with institutional and foreign fund clients.

Stephen Csenge is a Certified Financial Planner® at Seabridge Investment Advisors LLC with 39 years of industry experience. His prior roles include positions at ProVise, Kestra Investment Services, Lion Street Financial, and his own firm, Csenge Advisory Group. He serves as a volunteer board member for the Lions Eye Institute Foundation and the Financial Planning Association of Tampa Bay. Seabridge Investment Advisors manages portfolios for individual, institutional, and tax-exempt clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on global equity strategies and serves a diverse client base, including other investment advisers and international institutions.

Nicole Goberman is a financial advisor at Seabridge Investment Advisors LLC with four years of industry experience. She holds a Series 65 designation and has been with Seabridge since 2015. Seabridge Investment Advisors provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios across a range of strategies and serves other investment advisers as a sub-adviser while supporting both domestic and foreign investment vehicles.

Adrian Morffi is a CFA® charterholder with nine years of industry experience, currently serving at Seabridge Investment Advisors LLC. He has been with Seabridge since 2011. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm manages global, equity-focused portfolios across various strategies and also serves other advisers as a discretionary sub-adviser.