Our Team

 

      


 JOHN ROSS, ChFC, LUTCF

Financial Planner
Registered Representative                                                       
Financial Services Representative                                                                    

 

John customizes financial plans to meet the clients present and future goals. John has been involved in the financial services industry for over 25 years.

Mr. Ross delivers a vast amount of knowledge to his clients through wealth planning strategies. John earned his degree in finance from Elizabeth Seton University in Yonkers, New York.  He also earned the designations of ChFC (Chartered Financial Consultant) and LUTCF ( Life Underwriter Training Council Fellow) from the American College in Bryn Mawr, Pennsylvania.  John has occasionally been asked to speak in front of such organizations as the Brooklyn Bar association, AARP of Staten Island, as well as the JCC on estate planning issues.  He has also been featured as a guest speaker on CNN the Your Money Show, and The Alzheimer’s Foundation cable show.

John is an Advisor in the Tri-state area and is a member of the Society of Financial Services Professionals, The New York City Association of Insurance and Financial Advisors, and the prestigious Million Dollar Round table organization.

John holds licensing for Life & Health in NY, NJ, CT, FL, CA, DE, TX, GA, and his Series 6, 7, & 63 securities licenses in NY, NJ, CT, FL, CA,TX  & GA, and is an Investment Advisor representative in NY & NJ.

Aside from his passion in the financial services arena, John also finds time for community and Church involvement; John sits on the Board of the Joseph Verdino Field of Dreams Foundation, is a Eucharistic minister with Our Lady Help of Christians Church and is a board member of the Our Lady Help of Christians Finance Committee. He also enjoys coaching youth football in his spare time.

John resides in Staten Island with his lovely wife Jules and their three active boys Johnathan, Brandon and Devin.  John’s hobbies are the occasional game of Golf, Bowling, Racquet Ball and a good game of Chess.

 

 WILLIAM A. DIODATO

Investment Advisor Representative
Registered Representative                                                       
Financial Services Representative

 

Billy serves the group side for John Calabrese Financial’s small business clientele.  He works side by side with business owners and human resource managers to provide solutions for company retirement plans such as 401K’s and pensions.  Bill also provides advice and brokers out group health insurance plans for many of our business clientele.

Billy has over 13 years of industry experience with MetLife.  He holds licensing for Life and Health in NY, NJ, CA, FL and Series 6, 7 and 63 securities licenses in NY, NJ, FL and is an Investment Advisor representative in NY, NJ and OH.

Billy is a graduate of Wagner College with a Bachelor's degree in Business Administration.  He is also a member of The National Association of Insurance and Financial Advisors.  When he is not spending time with his wife Amanda, he enjoys playing soccer and fishing with his sons, Billy, Jr. and Matthew.

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 RICHARD KENNA

Investment Advisor Representative
Financial Services Representative                                  

 

Rich has been in the insurance industry for the past 9 years.  He holds licensing for Life and Health, Series 6, 7 and 63.  He is licensed to sell Life, Accident and Health & Variable Annuities in NY, CA, DE, NJ, FL, MD.  Rich is also an Insurance Advisor Representative.

Rich is a graduate of Long Island University, CW Post Campus.  He is a member of The National Association of Insurance and Financial Advisors.  Rich has been recognized by MetLife for achieving their Leaders Conference award.  He has also received the industry’s prestigious Million Dollar Round Table award.  MDRT membership is recognized internationally as the standard of Sales excellence in the life insurance and financial services business.

Rich is a resident of Long Beach, Long Island. He is happily married to his wife, Kellie since 2006.  When Rich is not spending time with Kellie, he enjoys golfing, reading and spending time on the beach.

Rich believes that being a financial advisor is all about building relationships with his clients.  By learning more about them and their needs, he is able to offer more personalized advice and service.  Rich will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suite your specific needs and circumstances.

CA Insurance License # 0H94131

   

 

MATTHEW NUGENT

Investment Advisor Representative
Financial Service Representative

Matthew has been in the financial services business for the past 10 years.  He holds licensing for Life, Health, Series 7, 63, and 65.  He is licensed for Life, Accident and Health, Variable Annuities, & WRAP accounts in NY, NJ, & FL.  He has also received the industry’s prestigious Million Dollar Round Table award.

Matthew works closely with Dan Macri continuously reviewing and analyzing the client’s portfolio performance to make sure it is in line with client’s risk tolerance and time horizon.   Matthew is a graduate of Fairleigh Dickson University’s prestigious Silberman’s Business School with a major in Business Marketing.  After completing his studies, Matthew immediately earned his financial licenses and became an independent broker for Client Advisory Solutions.  After three years in the industry, Matthew accepted a position at one of the largest international banking institutions in the world and served as a Relationship Manager to their high net worth clientele.  After seven years of service with the bank, Matthew joined John Calabrese Financial.

Matthew was born, raised, and is a current resident of Staten Island, New York.  He is happily married to his wife Marissa since 2006.  Matthew is the extremely proud to be the father of two beautiful daughters, Camryn and Casey.  When Matthew is not spending time with his family he enjoys playing baseball, golf, and reading about U.S. history.

 

JOHN J.  ‘JACK’ FRASER

Investment Advisor Representative                                                       
Financial Services Representative

 

John focuses on analyzing clients retail stock positions along with analyzing clients portfolios. John has been with MetLife in the financial services industry for the last 20 years.  Licensed in Life, Health, Series 6, 7, & 63 in NY, NJ, PA, & CT.

John is a graduate of St. John’s University where he earned his MBA  and attained his Chartered Life Underwriter [CLU] designation in 1998.  John is also a member of the National Association of Insurance and Financial Advisors [NAIFA].

John was born and raised on Staten Island and moved to Brooklyn 35 years ago where he met his wife Olympia.  He has one grown daughter, Sarah, who is finishing her doctorate in Psychology.

John is active in his church, St. Anselm and keeps himself busy with charitable community involvement.  He believes that clients do not care how much you know until they know how much you care.  He thoroughly enjoys working with people and helping them solve their financial problems working with stock and investment options.

Dan Buckley

Investment Specialist
Registered Representative                                                       
Financial Services Representative
 

 

Dan works very closely with Professor Macri.  He is constantly seeking new investment products, through MetLife Securities Broker Dealer platform.

Dan began his financial services career in 1994 as a consumer banker/mortgage specialist for Republic National Bank of New York and worked his way to the position of assistant treasurer/registered representative before making the leap to MetLife.

In 2000, Dan joined MetLife Securities, Inc. as a general securities principal in the New Accounts Department. He moved to the equity desk at Nathan and Lewis’ Madison Avenue location in November of 2001 in time to be an integral member of the team during the consolidation of the trading desks of the broker/dealer. In May 2003, he became the branch manager in the preferred brokerage department, focusing on orphaned and employee accounts. In 2004, Dan joined the MetLife Broker-Dealer Sales group as an Internal Sales Specialist and was promoted to Regional Sales Manager in 2008. He currently holds Series 4,6,7,24,53,55 and 65 FINRA Licenses and is Life, Accident and Health Registered in NY and NJ.

Dan is a graduate of St. John’s University where he earned a Bachelor of Science degree in Accounting. He resides in Staten Island. His most enjoyable moments are spent with his beautiful wife Danielle daughter Samantha and son Patrick.

 

Jacqueline Feminella
Marketing Coordinator

 

 

Jackie has over 20 years of experience in the financial industry and has been the marketing and event planner for John Calabrese Financial for the past 5 years.

Jackie plans and oversees all educational events and workshops that we do, as well as special client appreciation events.  Jackie helps develop and deliver a more effective brand message for the team.  She also is in charge of developing and maintaining all of our marketing materials, website and advertising.  Jackie is always looking for opportunities to grow awareness of our firm in the marketplace.   In addition to handling all the marketing for John Calabrese Financial, Jackie handles the day to day operations of the office.

Jackie resides in Staten Island with her husband, Drew and their four sons, Joseph, Andrew, Vincent and TJ.


Teri Galimi
Personal Assistant

Teri is our relationship manager and has been with MetLife for over 20 years.  Teri is responsible for all customer service  and  maintains the calendars of our advisors. She is often one of the first people to speak to our prospective clients.

Teri keeps a full calendar while clearly communicating with clients and prospects to ensure professional assistance in every way.  Teri also updates the database with all the appointment information as well as any new client information. She also facilitates and attends our workshop events to help ensure the success of these events.

 DAN

 

 

 

Home Office Personnel

 Lori Epstein

Vice President                                                                              
Home Office Support

Lori is responsible for Advanced Markets for the MetLife  Field Force. Lori and her Group provide sophisticated estate, business, and retirement planning case design assistance to the top tier of producers and the firms in the MetLife Enterprise. Lori’s responsibilities also include support for planning for families with special needs children or others through MetLife’s MetDESK program. (Division of Estate Planning for Special Kids) Lori is a driver behind MetLife’s policy standards and its value proposition as they relate to estate, business, and retirement planning. Lori is actively engaged in all aspects of estate and business planning training of the MetLife Field force.

She is also involved in numerous projects related to the general support of MetLife’s topproducers. Lori is sought after both internally and externally as a knowledgeable and dynamic speaker. Prior to assuming this role, Lori has served in various positions within the Estate and Business Planning Organizations including responsibility for Estate & Business Planning Training as well as Field Support. Prior to joining MetLife in 1993, Lori maintained a private law practice in Manhattan concentrating in trusts and estates, estate and business planning, elder law and real estate.

Lori is a graduate of Hofstra University and the Benjamin N. Cardozo School of Law of Yeshiva University. She is a member of the Estates, Trusts, and Surrogates Court Practice Section and Elder Law Committee of the New York County Lawyers Association. She is also a member of  AALU’s (Association for Advanced Life Underwriting) Business Insurance and Estate Planning Committee and their Membership Committee. Lori has chaired, moderated, and spoken at Bar Association seminars and continuing legal education courses.
 

Jeffrey Jenei, JD
Assistant Vice President, Advanced Markets                           
Home Office Support

 

 

Jeff is an Assistant Vice President for MetLife's Advanced Markets. His primary responsibilities are to set MetLife’s Advanced Markets policy, provide advanced marketing sales support, develop sales ideas and marketing materials for the affluent markets.

In his previous position, Jeff worked for MetLife Brokerage as the Director of Advanced Marketing. In that role, he provided business and estate planning expertise and served as liaison between brokers, clients and professional advisors.

Prior to joining MetLife, Jeff worked for Provident Mutual as a Senior Advanced Sales Officer, where he was responsible for the development of numerous sales ideas in both business and estate planning markets. In addition, he provided technical, tax and sales support to field agents through sales meetings, seminars and telephone consultation.

Jeff is a graduate of Rutgers University, Camden, NJ. He received his JD from the New York Law School, New York, NY and is Series 7 licensed. He has been a member of AALU and the Philadelphia Estate Planning Council.

  JJoh