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.

Gina Sundvik

Managing Director of Marketing

Gina joined Mahoney Asset Management in 2011 with over 20 years of industry experience. As a Client Services Specialist she dedicated herself to building trusting relationships with our clients over the years.

Gina has since become an integral member of the executive team playing a strategic role in helping the company grow. While continuing to foster long term relationships with existing clients, she works on campaigns to reach new clients and strengthen the company brand.

Gina holds a BA in Economics from Union College.

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.

John Halter

Client Services

John graduated Magna Cum Laude with an undergraduate degree in financial management. Prior Mahoney asset management , John worked as an Analyst at a firm specializing in finance and IT solutions. His primary role encompassed using efficient and best practices in the workplace and incorporating them thought the firm.

With a background in research and analysis, John displays strong problem-solving ability which makes him a good addition to Mahoney Asset Management. He uses this ability to solve clients issue while being dedicated to helping them meet their goals and objectives.

Connor Mahoney

Investment Adviser Representative

Connor, Ken’s son, joined the staff after graduating Cum Laude in May of 2021 at Quinnipiac University with a bachelor’s in finance. While at Quinnipiac, Connor competed at the highest level as a Division I pitcher, appearing on ESPN, winning the conference championship, and making his way to an NCAA Regional. Prior to Quinnipiac, Connor was a 2 time All-State baseball player, 2 time state championship winner, named Pitcher of the year in Duchess and Westchester County, and named Class C Player of the year in New York State. Connor now is focused on his professional career and is a Hudson Valley resident with his fiancée and their two dogs.

Connor has the Series 7 and 66 licenses, and holds life, accident, and health insurance agent titles in NY. As a registered representative of the firm, he wears many hats, and is involved in client navigation and business development. Connor is also an integral part of Ken’s media prep and research team, and the firm is able to utilize his extensive knowledge of financial markets he has gained amongst the volatility he has seen in the time he has been involved in them, as well as his economic literacy.