MEET OUR TEAM

Timothy Farrell

Portfolio Specialist

Tim is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2015, Tim was a Senior Director at Oppenheimer Asset Management where he partnered with financial advisors to present investment solutions to prospective clients and client portfolio reviews to their high-net-worth and institutional clients. Tim has over 25 years of investment experience and earned a BBA in Business Management from Hofstra University. Tim is FINRA Series 7 and 65 licensed.

John Furey

Internal Consultant

John Furey is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients. John has 7 years of experience in the financial services industry, working as a Financial Professional with Prudential assisting clients in a wide variety of financial planning, as well as working as an Internal Wholesaler at AIG Funds and Global X ETFs assisting advisors by leveraging financial products to fit client portfolio needs. John is a graduate of Wagner College where he earned a bachelor’s degree in Finance. He is FINRA Series 7 and 63 licensed. 

Joseph Guglielmo

Internal Consultant

Joseph Guglielmo is a Senior Associate of Eagle Strategies. Joseph joins us with over eight years of experience working with Financial Advisors and their clients. He specializes in wealth management strategies and investment portfolio construction and analysis. Prior to joining Eagle Strategies, Joseph held Wealth Management positions at Oceanstate Financial Services, AMG Funds, and Oppenheimer & Co. Joseph earned his FINRA Series 7, 63 and 65 licenses and has a B.S. in Business Administration and Finance from the University of Rhode Island. 

Bruce Honicky

Portfolio Specialist

Bruce is a Corporate Vice President of Eagle Strategies, a subsidiary of New York Life, in the role of Wealth Management Portfolio Specialist. In this role, he supports our Financial Advisors to help them build their advisory business and meet their clients’ needs. Prior to joining Eagle Strategies, Bruce spent 14 years with Wells Fargo Capital Management. Bruce has worked for several NYC firms including Bear Stearns, Gruntal & Co., and Oppenheimer & Co and has over 28 years of experience in the brokerage industry. Bruce has an extensive sales and marketing background while working with financial advisors and high net worth clients. During his career, he has had success leading teams and managing client relationships with a consultative approach. Bruce earned his FINRA Series 7 and 65 licenses and has a B.A. in public administration from Miami University. 

Robert Stein

Portfolio Specialist

Robert is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2020, Robert worked as a National Accounts Manager for Invesco responsible for new business development and client relationship management with institutional platforms offering wealth management and retirement solutions. He has over 20 years of experience within Financial Services holding sales and investment product management positions at BNY Mellon, Merrill Lynch and Prudential. He earned an MBA degree in Finance from Fairleigh Dickinson University and a BS degree in Accounting from Rutgers University. Robert is FINRA Series 7 and 66 licensed. 

Jeffrey Tenorio

Internal Consultant

Jeff is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Jeff joined Eagle Strategies from our parent company New York Life’s NYLIFE Securities Operations team and New York Life’s subsidiary, New York Life Investment Management LLC where he held a sales role. Prior to joining New York Life, Jeff worked as a Regional Advisor Consultant at Oppenheimer Funds where he helped drive sales in the Northern Virginia region, making it the number one region in 2015. Jeff also worked at Citigroup in a sales support role. Jeff earned a BA in Communications from SUNY Albany, is FINRA Series 7 and 63 licensed, and is fluent in Spanish. 

Jon-Paul Weiss

Internal Consultant

Jon-Paul is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients. Jon-Paul has 12 years of experience in the financial services industry, including serving on the sales side and supporting clients at Advisor Group and IndexIQ. Jon-Paul earned a BA from Wagner College and is FINRA Series 7 and 63 licensed. 

Reynaldo Ortiz

Internal Consultant

Rey Ortiz is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, where he is responsible for delivering customized wealth management solutions to financial advisors and their affluent clients. With more than 15 years of experience in the financial services industry, Rey has dedicated his career to supporting advisors in helping clients achieve their long-term financial goals. Prior to joining Eagle Strategies, he held positions with several leading firms, including M Financial Group, Northwestern Mutual, and Merrill. Rey holds his FINRA Series 6, 7, 63, and 66 licenses, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and earned his B.S in Business Finance from Southern New Hampshire University.

Rafaela Gittens

Head of the Financial Planning Strategies and Solutions Team

Rafaela Diaz Gittens is a financial professional with 20 years of experience in the financial services industry. She currently serves as Corporate Vice President, Head of Financial Planning Solutions with Eagle Strategies, a subsidiary of New York Life. As a Certified Financial Planner (CFP®), Rafaela has a deep passion for helping families and individuals develop long-term financial strategies that align with their unique goals and aspirations. Throughout her career as a financial planner, Rafaela has worked with firms such as UBS, TIAA-CREF, and JP Morgan Chase. Prior to joining New York Life, she was a Planning Excellence Consultant at Northwestern Mutual Insurance, where she provided subject- matter expertise to product managers. Rafaela holds FINRA Series 7 and 66 licenses and is recognized for her expertise in financial planning, always leading with a comprehensive, client-focused approach.

Rafaela holds an MBA from the University of North Carolina at Chapel Hill, a Master of Education (M.Ed.) from the Harvard Graduate School of Education, and a Bachelor of Science (B.S.) from Cornell University. She began her career in education, a field she continues to value, and is dedicated to lifelong learning.

In addition to her professional achievements, Rafaela enjoys an active lifestyle in Kew Gardens, Queens, where she lives with her husband, Mike, and their three school-aged children. Outside of work, she enjoys volunteering at her children’s school, participating in book clubs, traveling, trying new restaurants, and going on early morning runs.

Howard Pickering, CFP®, AAMS®

Financial Planning Consultant

Howard is a Certified Financial Planner and Corporate Vice President with Eagle Strategies, a subset of New York Life. He is responsible for supporting Eagle’s advisors with holistic comprehensive financial planning, coaching, and sharing best practices. Howard has over a decade of experience in the financial services industry and has a passion for helping people achieve financial success. Prior to joining Eagle Strategies, Howard worked for Charles Schwab and a boutique RIA where he specialized in working with high-net-worth households. He holds a BS in Mathematics and minor in Business from the University of Oregon. Howard is FINRA 7 and 66 licensed.