Meet Insight Financial

Our Partnership aggregates over 100 years of combined experience. We are all practiced, highly credentialed professionals who enjoy strong relationships with our existing clients. As a team we have industry leading experience in working with a multitude of clients from various fields. These include but are not limited to hedge fund managers, physicians, attorneys and corporate executives. Supported by the financial strength of Northwestern Mutual representing virtually all carriers and asset managers.

 

Aaron Bernthal , CFP®, CLU®

Wealth Management Advisor

Office 646-366-6569


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Brian J Boder

Financial Advisor

Office 646-366-6598


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Elisa Hecht , CLU®, ChFC®, CLTC®

Wealth Management Advisor

Office 646-366-6596


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Lee Weinstein , CLU®, ChFC®

Wealth Management Advisor

Office 646-366-6666


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Jacqueline Engel

Financial Advisor

Office 646-366-6694


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Matthew J Mattimore

Financial Advisor

Office 646-366-6589


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Andrew Basu , CFA®

Investment Associate

Office 646-366-6066


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Christopher Bonnette

Associate Wealth Management Advisor

Office 646-366-6666


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Jun Chen

Associate Wealth Management Advisor

Office 646-366-6583


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Gabrielle Pilla

Associate Financial Representative

Office 646-366-6595


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Michelle Weathers

Associate Financial Representative

Office 646-366-6715


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Sharon R Sheby

Insurance Coordinator

Office 646-366-6672


Fax 212-921-9187


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