Tomoro

Jaclyn Campis is a CFA® charterholder with one year of experience at Tomoro LLC. She previously worked at Schroders Asset Management for eight years, Credit Suisse Asset Management for one year, and AXA US for two years. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses fundamental analysis to tailor portfolios across various asset classes, pursuing primarily long-term strategies with flexibility for shorter-term trades when appropriate.

David Sutton is a financial advisor at Tomoro LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at various firms including Private Client Services, Park Avenue Securities, and Guardian Life Insurance Company. Sutton is also involved with Invst LLC, an RIA firm. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, family offices, trusts, foundations, and retirement plans. The firm tailors portfolios using fundamental analysis across a range of investment vehicles and pursues mainly long-term strategies while accommodating shorter-term trades as needed.

Ben Duronio is a financial advisor at Tomoro LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at INVST, LLC dba Levine Financial Group, Guardian Life Insurance, and Park Ave Securities. Outside of his advisory work, Duronio serves as an assistant wrestling coach at Ocean Township High School. Tomoro LLC provides personalized investment advisory and financial planning services to a range of clients including individuals, family offices, and foundations. The firm employs fundamental analysis and diverse investment vehicles to tailor portfolios, managing over $335 million in discretionary assets with a small advisory staff.

Todd Levine is a financial advisor at Tomoro LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of advisory work, he manages SGMT Holdings, LLC, which operates rental income properties. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, family offices, trusts, and other entities. The firm tailors portfolios using fundamental analysis across a range of asset classes and pursues primarily long-term strategies while accommodating shorter-term trades when appropriate.

David Barr is an advisor at Tomoro LLC with Series 63, 65, and 66 licenses and has over 20 years of experience in the financial services industry, including 17 years at Guardian Life. He also works part-time as a licensed mortgage broker and real estate agent. Tomoro provides personalized investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, and foundations, using a tailored approach that incorporates fundamental analysis and a variety of investment vehicles. The firm manages over $335 million in discretionary assets with a small advisory staff and discloses several potential conflicts through its policies and disclosures.

Scott Dunn is a financial advisor at Tomoro LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory work, he is involved as a proprietor of an Airbnb property. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a fundamental analysis approach, managing portfolios with a variety of asset classes and generally pursuing long-term strategies while allowing short-term trades when appropriate.

Michael Karlin is a financial advisor with Tomoro LLC in Colts Neck, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance. Karlin also manages a side business offering non-Guardian insurance products. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs fundamental analysis across a range of investment vehicles, focusing primarily on long-term strategies while allowing for shorter-term trades aligned with client objectives.

Jeremy Suarez is a financial advisor with Tomoro LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities before joining Tomoro. Suarez manages his advisory business alongside a side venture handling business bill pay. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, and other entities. The firm employs a fundamental analysis approach and offers a range of investment options, including mutual funds, ETFs, equities, fixed income, REITs, private/alternative investments, and derivatives, focusing primarily on long-term strategies while accommodating shorter-term trades as needed.

Andrew Guez is a financial advisor at Tomoro LLC with two years of industry experience. He holds a Series 65 designation and has worked at Invst LLC since 2023. Prior to his advisory roles, he was a student for twelve years. Tomoro LLC provides personalized investment advisory and financial planning services to a range of clients, including individuals, high net worth families, trusts, and foundations. The firm employs fundamental analysis and a diversified mix of investment vehicles, generally pursuing long-term strategies while accommodating shorter-term trades based on client objectives.

Matthew Santarsiero is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at LPL Financial, LLC from 2016 to 2023 and currently serves as the sole advisor at Tomoro LLC since 2026. He also maintains a role at Invst, LLC since 2023. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs fundamental analysis to tailor portfolios across various asset classes, pursuing primarily long-term strategies while allowing shorter-term trades as client objectives dictate.