Ken Mahoney

President & CEO

Investor, author of 7 books including Life On Your Terms, and licensed financial advisor for more than 27 years.

Ken Mahoney is the CEO of Mahoney Asset Management where he offers clients tailored retirement solutions. Using data provided by the leading financial research companies, Morningstar and Standard and Poor’s, Mahoney Asset Management provide detailed performance analysis and investment recommendations for goals like preparing to leave your job, purchasing a second home, or planning for retirement.

Because of Ken’s comprehensive financial expertise, he is sought after by Fox Business News, ABC and The Today Show to speak on topics such as planning for retirement and stock market investment strategies. Ken has also been a staple on morning, drive time radio, providing financial advice for the past 24 years to listeners in the local New York City Market and can be found on America’s Weekend, a financial radio program that is syndicated to over 1500 radio stations throughout the country. Having been recruited to serve on the House of Representatives Banking and Financial Services Committee, he advised the Chairperson of the Committee, Congresswoman Sue Kelly, on the impact of new financial regulations, Federal Reserve Bank transparency, and guided the Committee in asking questions of Alan Greenspan.

A believer in giving back, Ken has been serving his community for more than two decades volunteering as a member of Meals On Wheels and The United Way. Ken is the former Chairman of the Board at Make-A-Wish Foundation, and currently serves as chairman of the alumni board. Acknowledged by the New York State Legislature for his dedication and outstanding community service, Ken was honored with a Distinguished Service Award and chosen by Rockland County as community leader of the year.

In addition to his work as a financial advisor and community leader, Ken is a successful Broadway producer and investor. Ken won the Tony Award of Best Revival of a Musical as producer of Pippin and Gershwin’s Porgy and Bess, and was nominated for a Grammy Award for producer of the Best Musical Theater Album Matilda and Nice Work. Ken is also a three time Emmy Award winner for his work as producer on the television show Due Process.

Ken has two sons, Brendan and Connor, for whom Ken coaches baseball and soccer. When not working for his clients, Ken can be found writing and reading several books per week like The Snowball: Warren Buffett and the Business of Life; Shark Tales; and David and Goliath: Underdogs, Misfits, and the Art of Battling Giants.

Bill Coogle

Vice President

With over 33 years of financial services experience, Bill leads the business development efforts at Mahoney Asset Management. Bill currently holds the Series 24, Series 63, and Series 7 securities licenses as a registered principal with the Financial Industry Regulatory Authority (FINRA). Throughout his career, Bill has held branch management positions at several brokerage firms and strongly believes the more we learn about a client, not only their financial goals and objectives, but their life goals in general, the better job we can do advising them. Customer satisfaction is a priority for Bill as he believes that treating his clients how he would like to be treated is crucial to maintaining a successful and sustainable relationship.

Gina Sundvik

Client Service Specialist

Gina joined Mahoney Asset Management in 2011 with over 20 years of financial services industry experience. Gina also assists the team by preparing special reports for client meetings and works closely with Ken on marketing projects. Attentive and organized, Gina works to build trusting relationships with our clients so that they always feel valued. Her dedication and passion for helping others is apparent in all aspects of her work. Gina holds a BA in Economics from Union College.

A lifelong Rockland resident, Gina and her husband Carl live in Valley Cottage with their 3 children Lindsey, Emma and Trevor. In her spare time, Gina enjoys spending time with her family and supporting them in all their extra-curricular activities.

Adrian P. de Armas

Second Vice President of Investments

Adrian brings 25 years of financial services experience to Mahoney Asset Management where he is the Vice President of Investments. Adrian advises a wide range of clients on wealth management and retirement planning where he uses his Series 7, Life and Accident/Health, Variable Life and Variable Annuity insurance licenses.

Prior to Mahoney Asset Management, Adrian served as a licensed financial advisor at Merrill Lynch for 11 years before moving to a similar position as a wealth management advisor at UBS, working with both individuals and businesses from 2001 to 2008. Adrian also serves his community as Chief at his local volunteer fire department in Bellerose Village, New York.

Cameron Bibb

First Vice President of Investments

Cameron brings 20 years of financial planning experience to Mahoney Asset Management. As the First Vice President of Investments, Cameron assists new and existing clients to find the right financial solutions to meet their individual needs. Cameron holds the Series 6, Series 63, and Life Insurance License registrations. As a financial specialist, Cameron focuses on educating his clients on asset allocation, investing, banking, retirement planning, and insurance. This process of educating his clients on financial products helps uncover the best options and has proven to be an effective strategy that has led to many long-term relationships.

Cameron has a degree in finance from Clark Atlanta University and he is currently studying for an advanced degree in financial planning at NYU, where he is a CFP Board Candidate. Cameron is a lifelong Rockland County native, as well as a devoted husband and the proud father of two sons and a daughter.

Ben Phillips

Associate

Ben brings 3 years of financial services experience to Mahoney Asset Management where he works with small and medium sized businesses in the New York metropolitan area to source new agent opportunities, seeking to build strong alliances that lead to enhanced revenue growth. Using his personable tone, Ben also develops strong client relationships that are built on trust and solid investment strategies. With a strong research and analyst background, Ben uses market data to uncover trends that channel into building fact-based reports that both CEO, Ken Mahoney and the Mahoney Asset Management team use in the field, as well as during appearances on television and radio.

Prior to joining Mahoney Asset Management, Ben held positions at TD Ameritrade, Republic Bank, AdvisorNet Financial and Primerica. Ben graduated from Lake Erie College with a BA in Finance and Business Administration and is currently completing his securities licenses. When not out developing relationships, you can find Ben on the soccer field or playing golf at one of New York’s many golf courses.

Daniela Walsh

Client Service Specialist

Daniela is a client service specialist, working with Mahoney Asset Management’s clients on a daily basis to assist with all their account needs. Daniela has over 10 years’ experience in the financial services industry. She holds an associate degree from the Sage College of Albany and is a Notary Public.

Philip Rutigliano

Vice President & Certified Financial Planner

A 27-year industry veteran, Phil is a Vice President and Certified Financial Planner at Mahoney Asset Management, where he works with new and existing clients to advise and develop retirement planning solutions. Phil holds the Series 24, Series 63, Series 6, Series 7 as well as Life & Health license registrations. Prior to joining Mahoney Asset Management, Phil spent 13 years in sales roles at JPMorgan Chase where he assisted clients in retirement planning and investing. Phil’s work ethic, experience and level of production routinely earned him President’s Council recognition.

Philip’s passion for his profession is shown by his Certified Financial Planner (CFP) designation. Phil performed his undergraduate work at Fordham University, completing a double major in Finance and Marketing, he then went on to earn an MBA from Pace University.

Megan Kennedy

Client Service Specialist

Megan serves as a Client Services Specialist at Mahoney Asset Management where she is dedicated to meeting every client’s needs, goals and objectives. Not only does Megan strive to provide the highest quality service, she also treats each client with the utmost care, respect and compassion at, all times. Megan has over ten years of experience in the financial services industry and is entrusted with the administration of Mahoney Asset Management’s client assets.

Rosemary Avellis

Client Service Specialist

Rosemary is a client service specialist at Mahoney Asset Management. Having been on Wall Street for over 40 years, Rosemary brings a wealth of experience and knowledge to the team. Prior to Mahoney Asset Management, Rosemary worked at Wainwright for 6 years where she served as a research analyst assistant covering electric and telephone regulatory issues. Rosemary has also held an equity analyst position at Merrill Lynch where she opined and covered a number of landline and cellular providers, she then moved on to become a VP and senior analyst in the defined asset funds research department of the private client group where she proposed tele-global, internet and media fund portfolios. Earlier in her career, Rosemary served as an associate director at S&P where she was responsible for assigning ratings on debt and preferred securities issued by telephone, cellular and cable companies.

© Mahoney Asset Management

INVESTING RISK DISCLOSURE
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Mahoney Asset Management for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

IMPORTANT CONSUMER INFORMATION
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SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE
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Securities offered through
Newbridge Securities Corporation,
member FINRA / SIPC

Investment Advisory Services offered through
Newbridge Financial Services Group Inc.,
an SEC Registered Investment Adviser.

Office of Supervisory Jurisdiction
5200 Town Center Circle, Tower One, Suite 306
Boca Raton, FL 33486

Toll-Free: 877-447-9625
Phone: 954-334-3450
Fax: 954-489-2390