Ms. Sweeny is an Investment Adviser Representative of Apella Capital, LLC, and Symmetry Partners, LLC. Ms. Sweeny started with Symmetry Partners in 2006 as the Senior VP of Business Development, and in 2011 she was the named the Chief Operating Officer, responsible for strategic firm initiatives and business development planning, working closely with the principals of the firm. Prior to joining Symmetry, Ms. Sweeny spent 30 years on Wall Street and held significant positions at UBS Financial Services, Inc. (formerly PaineWebber, Inc.), including Director of Retail Marketing for Municipal Securities, Managing Director of the Municipal Securities Group as well as National Institutional Sales Manager for Municipal Bonds. Ms. Sweeny makes her home on Long Island in Cutchogue, NY.
Jason Gentile, CFP®
Director of Financial Planning, Senior Financial Advisor
Director of Financial Planning and Senior Financial Advisor Jason Gentile has been helping clients reach their long-term financial goals for over 15 years. Mr. Gentile joined Symmetry Partners, Apella Capital’s sister firm, in 2006, and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification.
In addition to his financial planning responsibilities at Apella, Mr. Gentile is a member of the Financial Planning Association and Board. He also has more than eight years of experience in the qualified plans space. Prior to joining Symmetry Partners, Mr. Gentile was employed by Advest, Inc./Merrill Lynch as a Senior Registered Associate.
Mr. Gentile holds B.S. in Business from Eastern Connecticut State University and currently resides in Hebron, CT with his wife and three sons.
Connor S. Maniatty
Connor Maniatty joined Symmetry Partners, Apella Capital’s sister firm in 2014. In his role as Senior Associate, Connor provides financial planning and technology support to the firm’s financial advisors. He also provides cross-departmental support for company growth initiatives.
Mr. Maniatty received his B.S. in Finance from the Dolan School of Business at Fairfield University. He currently resides in Avon, CT.
In his role as Paraplanner, Leland Bergen partners with Apella Capital’s financial advisors to prepare financial analyses and comprehensive financial plans. He also provides client service and client relationship management support.
Mr. Bergen holds a B.A. in Economics and History from Fairfield University. He currently resides in Bloomfield, CT.
James Tavares brings more than 10 years of experience in the insurance and financial services industries to Apella Capital from his previous roles at State Farm Insurance and Foresters Financial Services, Inc. As Paraplanner, Mr. Tavares partners with Apella’s financial advisors to prepare financial analyses and comprehensive financial plans. He also provides client service and client relationship support.
Mr. Tavares holds a B.A. in Communications from Marist College. When he is not working, Mr. Tavares enjoys spending time with his family and friends. He lives in Wethersfield, CT with his wife and two young children.
Meghan Martin Gormley
Operations and Client Relationship Group Supervisor
Meghan Martin Gormley provides operational and client relationship support to Apella Capital’s team of financial advisors. She believes in providing a superior customer service experience to every client. In her last role, Ms. Gormley was employed by Symmetry Partners, Apella’s sister firm, as the Director of Operations. During her 14 years at Symmetry, Ms. Gormley gained experience with billing, trading and customer service. She stepped down from her position at the firm in 2014 to raise her two daughters.
Ms. Gormley lives in West Hartford, CT with her husband and two daughters, Hayden and Winnie.
Senior Client Relationship Specialist
Jennifer Biamonte provides client relationship support to Apella Capital’s team of financial advisors. She has more than 15 years of experience in financial services and has worked with individual investors, small businesses and endowment plans. Prior to joining Apella, Ms. Biamonte was employed by the Chief Investment Officer at the University of Connecticut Foundation to assist with investment committees and hedge fund manager due diligence. She was awarded the Excellence in Fundraising Award for her work with the University of Connecticut’s Newtown, CT scholarship fund.
Ms. Biamonte lives in Storrs, CT with her three children.
Client Relationship Specialist
Mr. Longo provides administrative, operational and systems support to Apella Capital’s growing network of financial advisors. In his previous role as Marketing Specialist for Symmetry Partners, LLC, Apella Capital’s sister company, Mr. Longo focused on digital communications, web administration and CRM implementation.
He holds a B.A. in Communications from the University of Connecticut and currently resides in Glastonbury, CT.
*Cutchogue is not a branch office of Apella Capital, LLC or its affiliates.
Please be advised that Apella Capital, LLC does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.