OUR MISSION STATEMENT
Working with you to help preserve and grow wealth for your long-term goals
Working with you to help preserve and grow wealth for your long-term goals
The Bridge Group provides strategic guidance to assist affluent families with personal and lifestyle issues as well as those associated with more traditional wealth planning. We partner with our clients and their other trusted professional advisors to clearly define their needs and to develop and execute innovative solutions. Our philosophy demands we know our clients well. Thus, we maintain close long term relationships with a select few.
Scott Kleiner Professional Details:
Adam Ronzoni Professional Details:
Stephanie Osorio Professional Details:
Joel Kamor Professional Details:
Securities Agent: CA, CO, CT, FL, GA, IL, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, PA, TN, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Securities Agent: CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, PA, TN, VA, WA; General Securities Representative; Investment Advisor Representative
As the Bridge Group’s most recent member, Joel brings 24 years of institutional experience in the financial services industry to the team. In addition to his CFA designation, Joel holds an MBA from New York University and a Bachelor’s degree from Binghamton University. Prior to his joining the Bridge Group in 2016, Joel spent 5 years conducting analysis and trading for a $300M hedge fund. Joel is also a technology enthusiast, having an early coding interest and continues to study languages and applications as well.
Joel has experience on the International Trading desk at Morgan Stanley in the late 90’s, having worked for the company for 6 years in various roles. Joel also traded technology and financial stocks at Citibank during the ‘Dot-Com’ crash era, and then financial stocks for Sandler O’Neill in the post 9-11 rebuild. He later served as the financial sector specialist at Oppenheimer during the 2008 financial crisis and navigated the Greek Credit Crisis in 2011 in his role at his hedge fund.
In his free time, Joel is a committed martial artist, holding the rank of Sandan (3rd level) in Shotokan Karate. He teaches his art via a non-profit organization, the Police Activity League, for youth in his hometown of Massapequa, NY, where he resides with his wife and two children. Joel also enjoys running, having completed 2 marathons and sails during the summer months.
Securities Agent: CA, CT, NH, NJ, NY; General Securities Representative; Investment Advisor Representative
Stephanie Osorio is a Portfolio Associate for The Bridge Group and oversees the support and service functions for the team. She joined the firm in 2007 and enjoys the learning opportunities that come with the daily challenges. She provides innovative service and delivers it in a distinct way. Her strong work ethic, high standards and exceptional skills are an asset to our group and clients. Stephanie graduated from Montclair State University with a Bachelor of Science degree in Finance and is fluent in Spanish. She lives with her husband, Juan, in Clifton, NJ. In her spare time, she enjoys traveling, exercising, and spending time with her friends and family.
Creating customized financial strategies for the challenges that today's families face.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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