Meet our team

Brian is one of the principals of Gateway Advisory, LLC, established in 2010. Prior to forming Gateway Advisory, LLC Brian was a Vice President and investment advisor at Merrill Lynch. He has devoted his professional career to working with clients and their families to understand not only their financial needs and goals but to learn about their personal goals and favorite past times. He has over 25 years experience in the financial industry.

Brian earned his Bachelors of Science Degree from Rutgers University, his CERTIFIED FINANCIAL PLANNER™/ CFP® certification from NYU and his Masters of Science in Financial Planning from the College for Financial Planning.

Brian is a New Jersey native. He dedicates his free time attending events and activities for his 4 children.

Jay is one of the principals of Gateway Advisory, LLC, established in 2010. Prior to forming Gateway Advisory, LLC Jay was a Senior Portfolio Manager at Merrill Lynch. He continues to cultivate his role as Portfolio Manager at Gateway Advisory. He formulates investment strategies and controls portfolio risk and is hands on with evaluating portfolio managers and the selection of Exchange Traded Funds (ETFs) for our clients. He has over 27 years’ experience in the investment industry.

Jay earned his Bachelors of Arts Degree in Economics from Villanova University.

Jay is president and investment committee member of FASTACT, a non-profit organization dedicated to helping Summit, New Jersey public school system. In his spare time he likes to play golf and work on projects around the house.

Jay is a New Jersey native. He lives in Summit with his wife and 2 children.

Glenn is one of the founding partners and a principal of Gateway Advisory, LLC. Prior to forming Gateway in 2010, Glenn was a Vice President and investment advisor at Merrill Lynch where he started his financial services career in 1994.

Glenn earned his Bachelor of Arts degree in Economics from Rutgers University, his CERTIFIED FINANCIAL PLANNER™/ CFP® certification from NYU, his Master of Science degree in Financial Planning from the College for Financial Planning, his Certification as an Investment Management Analyst (CIMA®) from the Wharton School of the University of Pennsylvania, and his Accredited Investment Fiduciary designation (AIF®) from the Center for Fiduciary Studies.

Glenn is a member of The National Association of Personal Financial Advisors (NAPFA) and the Investment Management Consultants Association (IMCA).

401(k) Wire named Glenn as one of the 300 Most Influential Defined Contribution Advisors. Financial Times named Glenn as Top 401 Financial Advisors and Gateway Advisory as Financial Times 300 Top Registered Investment Advisors.

Glenn resides in Brooklyn, New York with his wife and two daughters. When he is not at work, Glenn enjoys an occasional round of golf and spending time with his family.

Donna has been a Client Associate for Gateway Advisory, LLC since its inception in 2010 and is part of the service team supporting our Wealth Management Clients. Prior to the formation of Gateway Advisory, Donna was a Senior Client Associate at Merrill Lynch for over 20 years and has worked in client service for various firms throughout her career. Donna is focused on providing a high level of personalized service to our Wealth Management clients while handling all operational and administrative issues.

Donna resides in Staten Island with her husband and two children.

Cathy has been a Client Associate for Gateway Advisory, LLC since its inception in 2010; prior to her tenure with Gateway Advisory she was a Client Associate at Merrill Lynch for 8 years. She has over 15 years working closely with clients and advisors.

Cathy earned her Associate’s Degree in Applied Science from Berkeley College and earned a certificate in Help Desk Support from Lincoln Technical Institute.

She resides in Old Bridge with her son, Amari.

Prior to entering the financial industry Lisa was a grade school teacher at St. Joseph Grade School in Toms River, New Jersey. In 2000 Lisa joined her father at Amherst Financial Services; in 2016 she became part of the Gateway Advisory team.

Through the College for Financial Planning, Lisa completed the Foundations in Financial Planning Professional Education Program. She is a Financial Paraplanner Qualified Professional (FPQPTM), a designation accredited by the College for Financial Planning. Lisa earned her Bachelor’s Degree in Elementary Education from The Elms College in Chicopee, Massachusetts and a Masters in Education, with a concentration in Personnel Services from Georgian Court University in Lakewood, New Jersey.

Lisa is a former member of the Young Professional Advisory Council, Community Medical Center Foundation. She is a member of the Seaside Park Yacht Club (SPYC), where she served as a trustee, chaired the Entertainment Committee and is currently co-chair of the Bar Committee.

Lisa lives in Seaside Park with her husband, Brad.