Bio coming soon…

Bio coming soon…

Scott Dynan, joined the firm in 2020. Scott is a Portfolio and Wealth Manager, working closely with high net worth families and individuals to develop and implement dynamic investment solutions. He is responsible for engaging with clients and assessing their financial situation to create an individually tailored plan in line with their long-term goals and objectives, as it relates to …

Robert A. Weinstein, CFP®, PFS, CPA, is dedicated to advising Clients of Round Rock as a Private Wealth Manager, Financial Advisor, and Portfolio Manager. Mr. Weinstein studied at Pace University and earned a Bachelor of Business Administration from Rochester Institute of Technology in 1974. Mr. Weinstein also has an accounting practice, As a CPA, Mr. Weinstein offers tax preparation and …

After a thirty-year career advising investment managers at hedge funds and mutual funds on Wall Street, Lynda recently joined Round Rock Advisors as a Private Wealth Advisor, to deliver personalized financial planning, life advisory and wealth management services. Her focus includes intergenerational wealth transfer and the protection of children, women’s financial issue management , and disability and mental health financial …

Bio coming soon…

John has over thirty four years of experience as a financial advisor. He is a multi-decade CERTIFIED FINANCIAL PLANNER™ practitioner. John graduated from Rensselaer Polytechnic Institute with a Masters in Science in Mechanical Engineering. He attended the University of New Hampshire where he earned his Bachelor of Science in Mechanical Engineering. He is also an alum of Fordham Prep. He …

Bert has over twenty-nine years of experience as a financial advisor. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since May 1998. He holds a Bachelor of Arts degree in Economics from Kenyon College. He started his professional career in financial planning with Ameriprise Financial Services, Inc. After 23 years in the business he founded the firm Round Rock Advisors …

Craig has spent more than twenty-two years managing investments and providing financial planning for individuals and institutions. Throughout his career he has specialized in portfolio management, trading, asset allocation, and strategic planning. As an active member of the investment community, he is a registered representative and has received his series 65. He earned a B.S. in Justice and Law Administration …