Team
Lawrence Passaretti
Chief Executive Officer
631-439-4604
Larry joined AXA Advisors, LLC in 1986, and in doing so, continued a ten year career in the financial service industry. Before joining AXA Advisors, Larry was a licensed investment counselor for a major Wall Street firm. Larry was...
Colette Frey-Bitzas
Director of Financial Planning∣ CFP® Registered Representative
631-439-4604
Colette earned her *Certified Financial Planner™ professional designation in 1990, her MBA degree in International Finance and Business from Hofstra University in 1991 and received her Bachelor of Science degree in Finance and...
Thomas Muller
Investment Advisor Representative C.R.P.C® |
631-439-4604
Tom joined PPS advisors in January 2013, as an Investmest Advisor Representative He is committed to understanding the specific situations of the individuals and business he advises.
Rabin Kaydanian
Investmest Advisor Representative
631-439-4604
Rabin Kaydanian is a Investmest Advisor Representative.
David Mottes
Director of Business Development
David joined PPS Advisors in June 2012 as Director of Business Development. David is committed to continually researching, updating and implementing new technology to better serve our clients. David’s background of over 25 years...
Patrick McGovern
Director of Operations and Finance
631-439-4604
Patrick joined PPS Advisors, Inc. in March 2015 as the Director of Operations and Finance, and brings with him over 20 years of experience in the financial services industry. His responsibility is to ensure that our clients receive the...
Cathie Murphy
Client Relationship Manager
631-439-4604
Cathie has been with PPS Advisors and Professional Planning Services since 1998. As our Client Relationship Manager, Cathie is an advocate for our clients. She regularly reaches out to clients, listens to what’s important to them...
Nicole Wood
Investment Advisor Representative
631-439-4604
Nicole is an Investment Advisor Representative with APA. She is passionate about helping people and working with them to achieve their goals. Nicole joined PPS Advisors in March of 2015...
Patrick Passaretti
Investmest Advisor Representative
Patrick works as an Investment Advisor Representative at APA, and provides portfolio analysis and research for the Investment Committee. Patrick also assists in investment due diligence as well as performance reporting and analysis. He...
Brad Cooke
Investment Advisor Representative
Bradley joined PPS in June of 2014 as an intern handling a variety of operational and financial related projects. In the beginning of 2016, Bradley accepted a full time position at PPS. Bradley helps overseeing PPS Advisors’...
Additional Resources
American Portfolios Advisors, Inc. - Investment Management
Cliff Walsh - Vice President of Asset Management
ctwalsh@americanportfolios.com
PPS Advisors and its affiliated IARs have access to American Portfolios Advisors' vice president of asset management, Cliff Walsh CFA, as additional support in managing the firm's assets.
