Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
John P. Middleton, CFA, CAIA, AIF® joined Brighton Financial Planning in August 2008 and assumed ownership in February 2010. Prior to Brighton, John spent 7 years with the Invesco Quantitative Strategies Group as a Senior Director & Client Portfolio Manager. While with IQS, John was responsible for over 50 clients worldwide with approximately $2.5 billion in assets under management. At IQS, John was responsible for administrative portfolio management duties, portfolio attribution and on-going client reporting for all IQS strategies in which his clients were invested. Additionally, John was responsible...
Michael Greco (CRD# 2777345) is a managing partner and co-founder of GCI Financial Group, Inc., serving as Chief Investment Officer and Director of Financial Planning. Michael graduated from Lafayette College with a joint degree in Economics & Mathematics. His first official foray into financial services was in the Treasury Department of M&T Bank. Working on the fixed-income desk, Michael traded Fed Funds, Mortgage Backed securities and foreign currency.
In 1996, Michael transitioned to OLDE Securities, where he actively traded equities for individuals and institutional accounts. Choosing to...
I help professionals and business owners sleep better at night by knowing that their investments are doing what they need to do to achieve their goals.
Mark Ukrainskyj (CRD# 4556276) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 20 years of experience in the finance industry.
Bernard Kiely (CRD# 1900016) is an Investment Advisor Representative working at Kiely Capital Management, Inc. in Morristown, NJ and has over 27 years of experience in the finance industry. Bernard Kiely has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.