Jeffrey Corliss is the Managing Director and Partner of RDM Financial Group. He brings over 30 years of financial service experience in both management and direct client services. Jeff’s responsibilities include coordinating the entire financial planning process. He also focuses on the development and implementation of company initiatives.
Prior to joining RDM Financial Group, Jeff spent five years as the Financial Planning Director at Barnum Financial Group, one of the largest financial services companies in Connecticut. He built the organization’s Wealth Strategies Division, providing the financial plans for the clients of more than 150 financial representatives. He also served two terms on MetLife’s National Quality of Advice Committee, which monitors and reviews the quality of financial plans delivered to MetLife’s clients nationwide.
In 2010, Jeff was named a Five Star Wealth Manager by Connecticut Magazine. In 2011, he was elected to the board of the Financial Planning Association of Connecticut, Fairfield County Chapter, where he has been a member since 2006.
Jeff received his Master of Business Administration degree from Adelphi University. He holds Certified Financial Planner®(CFP®), Chartered Life Underwriter®(CLU®), Chartered Financial Consultant®(ChFC®) and Chartered Advisor for Senior Living®(CASL®) designations. Jeff also holds his Series 7, 24, 53, 63 and 65 licenses.
Thomas Mayper is the Executive Director of Financial Planning & Reporting at RDM Financial Group. With more than 25 years of experience in the financial services industry, Tom specializes in helping clients develop and implement goal-oriented financial plans. His responsibilities include management of the financial planning, financial reporting and information technology functions for the practice.
Prior to joining RDM Financial Group, Tom worked in a variety of positions in both financial services and manufacturing at companies that include IDS Financial Services (now American Express Financial Advisors), Wright Investors Service and Perkin Elmer Employees Federal Credit Union.
Tom received his Master of Business Administration degree in Finance from the University of Bridgeport.
He is a member of the Investment Management Consultant Association and holds his Certified Investment Management Consultant® (CIMC®) designation. Tom also holds a Certified Divorce Planner® designation, as well as his Series 4, 7, 24, 63, 65 and 99 licenses.
Ruth Gretz is a member of the Financial Planning Group, the Investment Committee, and oversees the RDM client portal technology at RDM Financial Group. Prior to joining RDM, Ruth had close to 20 years of experience providing tax, financial planning and compliance solutions to wealthy individuals and their businesses, including family offices, C-Suite executives and investment firms (including hedge funds and private equity funds), as well as mid-tier firms. She has held a variety of positions with some of the world’s leading accounting firms, including Arthur Andersen, Deloitte and as a financial advisor in the financial services industry at Merrill Lynch. At RDM, Ruth leverages her broad knowledge of tax, financial planning and investments to manage the financial planning process in order to create and deliver customized financial plans, investment management and other financial solutions for our clients including trustee and business valuation services.
Ruth is a Certified Public Accountant (CPA), a Personal Financial Specialist TM (PFS) with the AICPA, and a Certified Financial Planner TM (CFP®). She earned her Bachelor of Business Administration degree in Accounting from the University of Michigan’s Ross School of Business. She is a member of the American Institute of CPA’s (AICPA), the Connecticut Society of CPA’s (CTCPA), the New York State Society of CPAs (NYSSCPA), and the Financial Planning Association (FPA). Ruth also holds the Series 7 and 63 licenses.
Elena DiMiceli is the Executive Director of Trading at RDM Financial Group. She has been helping RDM Financial Group execute trading and asset allocation strategies on behalf of clients since 1995.
Prior to joining RDM Financial Group, Elena worked as a trader for an all-cap mutual fund at Bear Stearns.
She also previously served as an institutional trader for NatWest Bank USA, as well as a trader for Morgan Stanley & Co.
Elena studied Psychology and liberal arts at Randolph Macon Women’s College in Virginia and Columbia University in New York. She holds the Series 7, 63 and 65 licenses.
Jonathan Bartlett is the Executive Director of Research and Fixed Income at RDM Financial Group. With over 29 years of experience in the financial markets, Jonathan leverages his robust financial knowledge to evaluate the various investment alternatives and allocations for client portfolios.
Prior to RDM Financial Group, Jonathan served at Fidelity Capital Markets as a NASDAQ principal trader, as well as the head of the trading department at Swiss Bank Corporation’s Private Banking Division. He began his career at Shearson Lehman Brothers in London, where he traded options on the floor of the exchange.
He then joined Bank of Tokyo Asset Management as a junior investment manager responsible for all of Asia ex Japan assets.
Jonathan’s professional licenses include Series 7, 55 and 63, and he holds a BTEC National Diploma in Business.
Michael has worked in financial markets since 1988 and has a broad range of experience regarding U.S. equity and global capital markets. Mr. Sheldon started his career at The Bank of Tokyo Ltd. in New York (now called Mitsubishi UJF Financial Group). There he spent eight years working in asset-liability and global trading, institutional client management and the firm’s pension department, which managed U.S. equities for Japanese companies that had business operations in the United States. Next, he spent two years at The Williams Capital Group in New York, where he sold fixed income investments to a wide range of institutional clients and performed investment research on U.S. financial market investments. From January 2000 through early 2008, Michael worked as the Chief Market Strategist and Director of Equity Research at the New York City based money management firm Spencer Clarke LLC. His work included asset allocation and specific investment recommendations, financial market and economic commentary as well as sector specific research reports. Michael also provided portfolio analysis and asset allocation services for the firm’s high net worth clients.In addition to his other investment responsibilities, Michael provides timely and insightful market news commentary to both domestic and international business news organizations. He has been a frequent guest on Bloomberg TV and radio and has provided news commentary for a wide range of global news organizations including Barrons, CNBC, The International Herald Tribune, The New York Times, AP Newswire, Dow Jones Newswire, CNN Money and The Wall Street Journal. He has also provided commentary to Reuters, The Financial Times, The Washington Post, Investor’s Business Daily, Yahoo Finance, Chosun Daily(Korea), Marketwatch,com, Agence Option Finance (France), Sueddeutsche Zeitung (Germany), BNN (India) and CNN (Canada’s leading business news network).
Mr. Sheldon graduated from Vassar College in 1988 and received honors in the field of economics. He followed that with advanced curriculum courses at NYU, The New York Institute of Finance and The New York Society of Security Analysts (NYSSA). Michael possesses series 7, 63 and 24 licenses, is a member of the New York Society of Security Analysts, is a Chartered Financial Analyst (CFA®) and has achieved the Financial Risk Management (FRM) designation.
Stacie Mookas is the Executive Director of Operations and Administration at RDM Financial Group.
She leads operations and administrative efforts, including client services. Stacie is also responsible for setting up accounts and tracking fund transfers and disbursements.
Prior to RDM Financial Group, Stacie worked for Raymond James & Associates’ home office in St Petersburg, Florida, where she provided operations support and training for all of the Raymond James branches throughout the country.
Stacie holds the Series 7, 24, 63 and 99 licenses.
Cathy Lubner is a Manager of Operations and Administration at RDM Financial Group. She brings more than 30 years of financial services and operations experience to the team.
Cathy’s primary responsibilities as senior client support manager are to oversee the movement and tracking of incoming and outgoing funds, as well as setting up and maintaining client accounts.
Prior to RDM financial Group, Cathy served in operations roles at Merrill Lynch and Morgan Stanley.
Cathy received her Bachelor of Science degree, with honors, from the City College of New York.
Cathy holds the Series 99 license.
Lynn Googe is the Manager of Florida Operations at RDM Financial Group. With more than 30 years of experience in a variety of financial services roles—including margin clerk, sales assistant, cashier, wire operator, operations manager, complex administrator and branch manager—Lynn brings a diverse background and passion for client service to the RDM team.
Lynn believes that nothing is more important than keeping our clients advised and comfortable in all aspects of our operations.
Prior to RDM Financial Group, Lynn worked for various financial services firms, including Prudential, Oppenheimer, Merrill Lynch, Gruntal and Advest. She is a CCNY graduate and holds the Series 7, 8, 63 and 99 licenses.
Geri joined RDM in 2013. She is Ron’s executive assistant and provides support to the entire staff.
From 1997 to 2009, Geri was Office Manager and Executive Assistant at the Connecticut office of the Chicago-based institutional investment firm, LSV Asset Management.
Previous positions included Administrative Coordinator of the Legal Department of U.S. Surgical Corporation, a Tyco subsidiary, and Executive Assistant to the President of the Bank of New Canaan Financial Group, the holding company for Bankwell Financial Group.
Kimberly joined the Operations & Administration department at RDM Financial Group in 2013. She supports executive management at the practice and assists with marketing, office management, and other special projects as needed.
Kimberly graduated in 2010 from the University of Massachusetts-Amherst where she studied in the Isenberg School of Management.