Ken Mahoney

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.

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.

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.

Richard J. Cossa CRPC®

Financial Professional

Richard has nearly two decades of wealth management experience, serving both individual and corporate clients. Richard has worked for some of Wall Street’s top firms such as Morgan Stanley and Oppenheimer where he gained valuable experience as a private wealth manager. Richard listens very carefully to what the client’s financial dreams and desires are and then builds a customized investment model specific to their needs. No pressure, transparent fees, and just an honest, simple approach to accomplish-ing the client’s financial goals.

Richard resides in New City, NY with his family where he enjoys playing golf and spending time with family and friends.

Deepak Khanna

Advisor

Deepak Khanna is the Founder, Managing Partner and Chief Investment Officer of Ensconce Capital Advisors. Ensconce is a Healthcare/Biotech fund focused on the most innovative and promising companies in the sector. For the last 18 months, Mr. Khanna has been a Portfolio Manager and Head of Healthcare at Vulcan Capital, the family office of Microsoft Co-Founder Paul Allen where he was responsible for managing a long/short portfolio investing across all sub-sectors of healthcare. Prior to his role at Vulcan, Deepak was the Head of U.S. Large Cap Value Equities at Deutsche Bank Asset Management, where he was directly responsible for growth of the Large Cap Value fund.

From 2007 to 2014, Mr. Khanna was a Partner and Portfolio Manager at Lord, Abbett & Co. where he led the Healthcare sector and was the lead Portfolio Manager of a Multi-Cap Strategy that was rated 4 stars by Morningstar, in addition to leading other strategies. Khanna also served as a Managing Director at Jennison Associates where he worked as a Healthcare Analyst. From 2000 to 2005, Khanna held the title of Healthcare Analyst at Lord, Abbett & Co. Prior to joining Lord Abbett, Khanna worked as an equity research analyst at Mitchell Hutchins Asset Management.

Deepak is not affiliated with Newbridge Securities

Ben Phillips

Research Analyst

Here at Mahoney Asset Management Ben sources new agent opportunities with small sized businesses in the New York metropolitan area. Ben utilises our current database to build, develop, and maintain new and existing client relationships which are built on trust and solid investment strategies.

With a strong research and analyst background, Ben uncovers trends and uses market data to build fact-based reports that both Ken and the Mahoney Asset Management sales team can use in the field, as well as during appearances on Fox Business TV, local radio, and in national newspaper articles.

Ben holds four years of in-depth financial services experience at well-respected institutions such as TD Ameritrade and Primerica. When not out developing business, you can find Ben coaching local soccer or playing golf at Rockland Country Club.

Daniela Walsh

Client Service Manager

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.