Private Wealth

Wealth Advisory

Whether clients’ goal is to construct an equity, fixed income or balanced portfolio, our wealth advisors help clients define their wealth management objectives and then design a customized portfolio strategy. The key aspect of a DCM wealth advisor relationship is a thoroughly integrated strategic thought process based on a complete view of your financial picture, wherever accounts are held. We do not employ a cookie cutter approach. Each client’s investment plan is customized and DCM’s wealth advisors conduct regular peer reviews of each client’s portfolio to assure that the client is receiving appropriate and effective investment advice.

We make every effort to be independent and objective in the advice that we provide. Importantly, each wealth advisor is highly motivated to “go the extra mile” on behalf of our clients.

Wealth Planning

  • Comprehensive cash flow analysis, budgeting, liability management and risk mitigation
  • Family, education and estate planning
  • Corporate trustee review
  • Asset location and protection
  • Tax optimization
  • Family wealth education

Investment Advisory

  • Investment planning and investment policy statement
  • Asset allocation and portfolio construction
  • Investment manager selection including equities and fixed income
  • Insurance products, including fixed and variable life and annuities

Business Advisory

  • Financing advice
  • Employer retirement plan

 

Wealth Advisory Team

Steven Roseman

 

Steven Roseman

Wealth Management Advisor

Mr. Roseman has been with Dinosaur Group Holdings since 2001. Prior thereto, Mr. Roseman worked for over two decades on institutional derivative trading at Bierbaum-Martin Securities and Garvin Intercapital Corp. He helped establish inter-bank interest rate swap trading desks during multiyear tenures in London and Tokyo while in the employ of Bierbaum. Mr. Roseman acts as a portfolio manager for both private and institutional clients of Dinosaur Financial Group and DCM Advisors.

Education: SUNY- Oneonta- B.S., Fordham University Gabelli Graduate School of Business, MBA, Graduate Fellow in Mathematics.

 

Manuel Choy

 

Manuel Choy

Wealth Management Advisor

Prior to joining DCM Advisors in January 2018, Mr. Choy was a wealth management advisor at DLG Wealth Management since 2010. Prior thereto, he was a wealth management advisor at McGinn Smith. Mr. Choy spent over twenty seven years at Bank of America/Merrill Lynch where he held a number of financial roles in commercial banking, investment and financial planning. Mr. Choy is a Certified Financial Planner™ and holds a Series 66 securities licenses, along with various insurance licenses.

Education: Cornell University, B.S., Applied Economics and Business Management, University of Albany, MBA, Finance and Marketing, College of Financial Planning, Certified Financial Planner™ designation.

 

William Gamello

 

William Gamello

Wealth Management Advisor

William Gamello is a Wealth Management Advisor who has over 28 years of experience in the brokerage and advisory industry. He focuses primarily on individual investors looking to build a diversified portfolio to help attain their financial goals. Mr. Gamello holds Series 7, 24, 63 and 66 Licenses and is also licensed to offer Insurance Products, including fixed and variable life insurance and annuities.

Education: Attended Marist College.

 

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