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Marc L. Scudillo CPA, CFP, MS, MBA, Managing Officer, Amper Financial Services scudillo@amper.com
Marc Scudillo is the Managing Officer of Amper Financial Services Wealth Management and Corporate Benefits Division. He provides advanced planning and wealth preservation services to both affluent individuals and successful corporations.
Marc specializes in planning for privately held businesses addressing such key issues as; enhanced retirement benefits, coordinated wealth transfer/income & estate tax mitigation prior to selling or transitioning a business, and asset allocation/investment management for the owners and executives. Marc also brings to Amper Financial a range of experience working with large corporate clients, retirement plans and endowments as an Accredited Investment Fiduciary Analyst.
Marc holds licenses and affiliations as a Certified Public Accountant, a Certified Financial Planner, and an Accredited Investment Fiduciary Analyst. He is a member of the New Jersey State Society of Certified Public Accountants and a member of the American Institute of Certified Public Accountants. He is also a member of New Jersey State Society of CPAs committee on Personal Financial Planning and Co-Chair of the Wealth Management Practice of the Baker Tilly International network of accounting firms. Marc has been quoted in multiple journals and newspapers as well as been on national television networks. Licenses held by Marc include Series 7, 63, 65, 31, and 24 securities licenses, Registered Investment Advisor and Life and Health Insurance Licenses.
Securities offered through Securities America, Inc. Member FINRA/SIPC and Advisory services offered through Amper Financial Services, LLC., Marc L Scudillo representative. Securities America, Inc. is not affiliated with Amper Financial Services or Amper, Politziner & Mattia, P.C. |
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Todd A. Scorzafava Manager, Facilitator Program scorzafava@amper.com
Todd Scorzafava is the Manager of the Facilitator Program at Amper Financial Services, the wealth management arm of Amper, Politziner & Mattia. He provides financial planning and investment and wealth preservation services to both individuals and corporations.
Todd brings to AFS experience ranging from investments to a wide range of corporate retirement planning. Todd’s areas of expertise include planning for college education, estate and retirement planning as well as asset allocation combined with wealth preservation. Todd is a member of the Amper Financial Investment Committee and a Registered Investment Advisor. Liscense held are Series 7, 63, 65 and Life Insurance.
Securities offered through Securities America, Inc., Member FINRA/SIPC and advisory services offered through Amper Financial Services, LLC, Todd Scorzafava representative. Securities America, Inc. is not affiliated with Amper Financial Services, LLC or Amper, Politziner & Mattia. |
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Steven S. Wang CFA Chief Investment Analyst wang@amper.com
Steve is the Chief Investment Analyst with Amper Financial Services. He has over ten years of investment research, portfolio management, and credit analysis experience. Steve’s primary responsibilities include directing the investment research process and supervising the efforts of the investment management team, which include strategic research and structure design of equity and fixed income portfolio, asset allocation optimization, and customized investment policy statement.
Steve has a bachelor’s degree in business with an emphasis in banking and finance from Tamkang University and a MS degree with an emphasis in investment management from Pace University. He holds the designation of Chartered Financial Analyst.
Securities offered through Securities America, Inc., Member FINRA/SIPC and advisory services offered through Amper Financial Services, LLC, Steven S. Wang representative. Amper Financial Services, LLC and Securities America are independent entities.
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Sheila Kushner
Client Service Manager kushner@amper.com
Sheila is a Client Service Manager with Amper Financial Services. She is responsible for setting up client accounts, managing all client portfolios, and the follow through on their accounts. Sheila also supports Marc Scudillo, the Managing Officer of Amper Financial Services.
Sheila sits on the Assistants Advisory Board for Securities America, Amper Financial’s Broker/Dealer. This appointment allows her to help new assistants in the industry and advise them on how to improve the operations of their firm. |
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Barbara Smilgis Retirement Plan Coordinator smilgis@amper.com
Barbara Smilgis is the Retirement Plan Coordinator at Amper Financial Services. She coordinates the transfer and implementation of all new 401k plans as well as maintaining retirement plans for Amper Financial’s existing client base. She also supports Todd Scorzafava, Manager, Facilitator program. |
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Mary P. Siani Insurance Specialist siani@amper.com
Mary is an Insurance Specialist at Amper Financial Services. Her responsibilities include coordinating financial reports for AFS and supporting Paul Vecchione, Director of Employee & Executive Benefits.
Mary services Amper Financial’s clients by facilitating the paperwork for life, disability and pension plan needs. She has worked in the insurance industry for over 25 years and is well versed in the areas of property & casualty and risk management for government entities.
Linda Palombi Client Service Specialist palombi@amper.com
Linda is a Client Service Specialist with Amper Financial Services. She assists in the set up and ongoing management of all clients’ group insurance cases. Linda also supports Susan Wolfman, Employee Benefits Manager of Amper Financial Services as well as the Corporate Benefits Group.
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