Who We Are Biographies

WEALTH ADVISORS SUPPORT TEAM

Christopher Conigliaro CFP®, President thumbnail
Christopher Conigliaro CFP®, President
Chief Investment Officer
Charles Hamowy CFP®, CPA/PFS, CEO

Charles Hamowy CFP®, CPA/PFS, CEO - Founding Partner

A graduate of New York University in 1978, Charles Hamowy began his career in the accounting profession as a certified public accountant. After a successful decade-long career in accounting he redirected his passion to help others build their personal financial success. In 1990 he founded the firm which later became Seasons of Advice Wealth Management, LLC. Through it’s innovative Stewardship Portfolios, SOAWM is a leader in ESG investing where investors can “do well by doing good.” Charles has consulted and coached other financial services practices for over a decade. A former financial radio show host, commentator and author, he is a sought-after media expert and public speaker addressing topics from investment portfolio design to planning for life’s uncertainties. Lastly, he is also a successful entrepreneur who has started and grown several other businesses in the area of the arts.

Charles is from Brooklyn, and lives and works in New York City.

Christopher Conigliaro CFP®, President

Christopher Conigliaro CFP®, President - Chief Investment Officer

Graduating from Hofstra University in 1993, Christopher Conigliaro has been in the financial services industry for over 20 years. Chris has built, along with his partner Charles Hamowy, one of the most successful wealth management practices in New York City and has been recognized as one of the top financial advisors and franchise consultants. Chris has received numerous awards and delivers highly personalized financial planning and wealth management services to affluent individuals, families and business owners. As co-founder of Seasons of Advice Consulting, Chris has played a highly rated, impactful role for wealth management firms throughout the country. A dynamic speaker on the subject of personal wealth management strategies, he is also an author and popular media expert on a wide range of financial topics.

Chris lives in Bedford, NY with his wife, Victoria and three children.

Matthew Woolf, CFP®, Executive Vice President

Matthew Woolf, CFP®, Executive Vice President - Managing Partner

Matthew graduated Cum Laude in international economics from American University’s School of International Service and the University of Vienna, Austria. He spent 20 years managing relationships in corporate finance and capital markets at leading international banks, before switching gears and joining his partners Charles Hamowy and Christopher Conigliaro’s financial planning practice in 2002. He quickly helped grow the group practice into one of the leading wealth management teams in New York. He attended the College for Financial Planning and earned his CFP certification in 2008.

Matthew grew up in Scarsdale, New York, and lives in Manhattan. A lifelong supporter of Broadway musical theater, he is active in the Broadway community as a producer, investor and charitable sponsor.

Mark Dorfman, MBA, CRPC®, Senior Partner

Mark Dorfman, MBA, CRPC®, Senior Partner - Wealth Advisor

Mark Dorfman received his Master of Business Administration from Southern Methodist University in Dallas, Texas.

After receiving his MBA in 1998, Mark worked in finance for what was then one of the leading hospitality groups in the world — Robert Zimmer Group. Mark worked on such projects as the Inn of the Anasazi in Santa Fe, NM; the Hotel Seiyo Ginza in Tokyo, Japan; the Old Course in Scotland; and development of the Lanesborough in London, England.

 

Preston Forman, CFP®, Senior Partner

Preston Forman, CFP®, Senior Partner - Wealth Advisor

Preston P. Forman, CFP®, has been a financial planner since 2002. An honors graduate of the University of Massachusetts at Amherst, he was a newspaper reporter in Massachusetts where he won several industry awards for breaking news, and a technology editor. He earned his Eagle Scout award in 1988. He lives in Forest Hills, NY with his wife, Tami; daughter, Madeline and son, Sam. He is a member of the Financial Planning Association.

Steve Troccoli, MBA, ChFC®, CFS®, CRPC®, Vice President

Steve Troccoli, MBA, ChFC®, CFS®, CRPC®, Vice President - Wealth Advisor

Steve earned his Bachelor of Science in business administration and Master of Business Administration from Manhattan College. He currently holds the following degrees, a ChFC®, CFS® and CRPC®.

Steve is an eagle scout and values his strong leadership experience and a winning attitude.

In 1996 Steve began his practice as a financial advisor geared towards successful individuals and small business owners. He has been married to Vickie since 1981 and resides in Yonkers, NY.

Laura Hyman, Ph.D, Senior Partner

Laura Hyman, Ph.D, Senior Partner - Wealth Advisor

Laura Hyman has been in the financial services business since 1983.

She has a B.A. in philosophy from the University of Maryland, as well as an M.A. and Ph.D. in English literature from New York University.

Since beginning her career in financial services Laura has worked with individuals and small institutions, assisting them in their wealth management issues and working with clients to help them achieve their individual financial goals over the years.

She holds the series 7, 63 and 65 licenses, as well as multiple state securities and insurance licenses.

Seasons of Advice® is Now a Book

Charles and Chris present macroeconomic based strategies to make sound financial decisions and comfortably put ourselves on the road to living the life we choose, for now and forever.

"Financially Secure Forever is a powerful guide to self-management for financial success and captures the cutting edge of the gifts neuroscience offers us."

Charlotte A. Tomiano, PhD,
clinical neuropsychologist and author

Now available on Amazon

Click to Buy Now
Photography By John Abbott