Who we are
Photography provided by Mills Agency
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 CoogleVice President
With over 31 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). Bill has held Branch Management Positions at several Brokerage firms throughout his career. Bill strongly believes the more we can 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 how to reach those goals. Customer satisfaction is a priority for Bill. He believes that treating his clients how he would like to be treated is very important, not only in the work environment but in life in general.
Cameron BibbFirst Vice President Investments
Cameron Bibb brings 19 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 in the financial products that will work best for them has proven to be a winning strategy that also builds solid, long-term client relationships. Cameron has a degree in finance from Clark Atlanta University. Currently, Cameron is studying for an advanced degree in financial planning at NYU, where he is also a CFP Board Candidate. Cameron is a life long Rockland County native as well as devoted husband and the proud father of 3 kids.
Philip RutiglianoVP & Certified Financial Planner
A 25 year industry veteran, Phil is a Vice President and Certified Financial Planner at Mahoney Asset Management working 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 the more than 13 years in sales at JPMorgan Chase where he assisted clients in retirement planning and investing. Phil’s work ethic, experience and level of production routinely earned him Presidents Council recognition.
Philip’s passion for his profession shows by his attaining the Certified Financial Planner® designation. Phil performed his undergraduate work at Fordham University completing a double major in Finance and Marketing. Phil went on to attend Pace University where he earned his MBA.
Adrian P. de ArmasVP of Investments
Adrian brings 24 years of financial services industry experience as the Vice President Of Investments at Mahoney Asset Management. He advises a wide range of clients on their wealth management and retirement. Adrian holds the Series 7, Life and Accident/Health as well as Variable Life and Variable Annuity insurance licenses. Prior to his position at Mahoney Asset Management, Adrian served as a licensed Financial Advisor with Merrill Lynch from 1990 to 2001 and then moved onto to assume a similar position at UBS as a Wealth Management Advisor for 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.
Ben PhillipsNew Business Development Executive
Serving as New Business Development Executive, Ben Phillips brings three years of in-depth financial services industry experience to the Mahoney Asset Management. Ben works with large, and medium sized businesses, in the New York metropolitan to cultivate long-term, client relationships that are built on trust, and solid investment strategies. Additionally, Ben sources new agent opportunities, seeking to build strong alliances that leading to enhanced revenue growth. With a strong research, and analyst background, Ben uncovers trends, and market data to use in building fact based reports that both Ken Mahoney and Mahoney Asset Management sales people can 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. Ben will begin his securities license training and CFA certification course work shortly. When not out developing relationships, you can find Ben on the soccer field, or playing the links at a local golf course.
Megan KennedyClient Services
Megan manages Client Services at Mahoney Asset Management. Megan’s has ten years of experience in the Financial Services Industry and is entrusted with the administration of Mahoney Asset Management’s client assets, Megan is dedicated to meeting each client’s needs, goals and objectives. Not only does she proactively strive to provide the highest quality client service, she also treats each client with the utmost care, respect and compassion at all times.
Gina SundvikClient Services Specialist
Gina is a Client Services Specialst at Mahoney Asset Management. With just over fifteen years experience in the financial services industry, Gina handles a variety of adminsitrative and support functions efficiently and professionally. Her dedication to client needs and passion for helping people is apparent in everything she does. Gina holds a BA in Economics from Union College, Schenectady, NY.
Rosemary AvellisClient Services Specialist
Rosemary is a client services specialist at Mahoney Asset Management. With a 40 year Wall Street career, Rosemary brings a wealth of experience and knowledge to the Mahoney Asset Management team. At Wainwright, Rosemary served for six years as a research analyst assistant covering electric and telephone regulatory issues. As an equity analyst at Merrill Lynch, Rosemary opined and covered a number of landline and cellular providers and moved on to become a Vice President and Senior Analyst in the Defined Asset Funds Research Dept of the Private Client Group where she proposed TeleGlobal Unit Trust, Internet and media fund portfolios. While at Merrill Lynch, Rosemary was also responsible for following telecom, broadcasting, technology, electronic, computers, hardware, software, semiconductors, internet and electric utilities. Earlier in her career, Rosemary also served as an Associate Director at S&P responsible for assigning ratings on debt and preferred securities issued by telephone, cellular and cable companies.
Daniela SainatoClient Services Specialist
Daniela is a client services specialist working with Mahoney Asset Management’s entire client base on a day-to-day basis. Previously having worked at a financial advisory firm in in Albany, NY since 2006, Daniela brings over 10 years of financial services experience to the client services team; whose primary focus is to help and assist clients with all of their financial account needs. Daniela earned an Associate’s Degree from the Sage College of Albany in 2003 and is a Notary Public. Daniela is currently studying for her Series 7 license.