PSS & Associates Institutional Team Photo

PSS & Associates Institutional

114 West 47th Street
New York NY 10036
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We offer a range of institutional capabilities, customized solutions, insights and best practices to help maximize the value of your benefit plan and help to improve the financial wellness of your employees.
PSS & Associates Institutional
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

About Us
Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Meet Our Team
Rocco Papandrea,

CFP®, CIMA®, CKP®, CPFA®, CRPS™, SE-AWMA™

Managing Director, International Wealth Advisor
212.382.8476
Anthony Serapiglia,

CIMA®, CPM®, SE-AWMA™

Senior Vice President, International Wealth Advisor
212.382.8510
Carolina Estes,

CPFA®, CPWA®

Vice President, Senior Financial Advisor
929.409.0164
Jared Finkelstein,

CFP®

Senior Vice President, International Wealth Advisor
305.347.2552
Stephen Macken
Vice President, Senior Financial Advisor
347.380.1071
Michael Rubiano
Officer, Registered Wealth Management Client Associate
212.382.8424
Samantha Vasquez
Wealth Management Client Associate
212.382.8429
Anna Markouski
Wealth Management Client Associate
212.382.8610
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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.