Philip S. Blancato, President and CEO
Philip Blancato is the President and CEO of Ladenburg Asset Management, Chairman of the Ladenburg Investment Policy Committee and Chief Market Strategist at Osaic. Philip is a thirty-four-year veteran of the financial services industry with a specialized knowledge of portfolio and risk management, asset allocation, and macro-economic theory as well as constructing and implementing seamlessly integrated platforms of fee-based solutions. Prior to joining Ladenburg, Philip worked for PowellJohnson as the Managing Director of Advisory Services where he directed the creation and implementation of a suite of fee-based platforms. Philip also worked for Prudential Securities beginning in 1990 where he held various positions within the Investment Management Services division. In 1996 he assumed the role of First Vice President and Director of Portfolio Management Programs. His primary function was to develop and improve upon the positioning and functionality of discretionary fee-based programs. During Philip’s tenure the Portfolio Management division became one of the most successful divisions within Prudential Securities, with assets in excess of $16 billion.
In 1990 Philip received a Bachelor of Science in Finance from Kean University, and in 1998 a Marketing Continuing Education degree from New York University. In 2003 he became an Accredited Investment Fiduciary, and in 2005 he completed the Securities Industry Association accredited program at Wharton Business School. Philip has been quoted several times in the Wall Street Journal and Reuters, frequently appears on CNBC and Fox Business, and speaks at industry conferences on topics such as investment management, portfolio risks and diversification, and alternative investments.
Jaime L. Desmond, Chief Operating Officer
Jaime is the Chief Operating Officer of Ladenburg Asset Management. She oversees legal, compliance and operations and is directly responsible for product and personnel management, marketing strategy, and strategic partnerships. In 2016, Jaime was named as one of the 50 Top Women in Wealth Management by Private Asset Management Magazine. She has appeared on CNBC and Reuters and contributed articles to various industry publications. Jaime is a member of the Advisory Board for the Osaic Women Forward initiative which provides educational and networking opportunities for female financial professionals.
Jaime joined Ladenburg from PowellJohnson where she was an Associate Director of Advisory Services where she created and managed the suite of fee-based platforms and established a career development program for the firm's Advisors with a specific focus on fiduciary responsibilities, Advisor coaching and team building. Prior to PowellJohnson, Jaime worked for Prudential Securities as an Associate Vice President and Manager of the Prudential Securities Portfolio Managed department overseeing 500 Financial Advisors and $4 billion in assets under management. She started her career at PaineWebber in the training department, as the program coordinator for the Investment Management Consulting program, a specialized portfolio management training course. Jaime received a Bachelor of Arts from Pennsylvania State University and completed the Accredited Investment Fiduciary course.
Madeline Rutinel, Chief Compliance Officer
Madeline serves as Chief Compliance Officer of Ladenburg Asset Management, bringing more than 20 years of financial service industry experience to the role. Madeline oversees the firm’s compliance and risk management efforts. She is responsible for the internal compliance and ethics programs and the development and effectiveness of regulatory policies and procedures for the firm. Madeline joined Ladenburg through the firm’s acquisition of Gilford Securities, where she held numerous leadership positions in financial services and operations in that organization. Madeline is licensed as a General Securities Representative, a Uniform Investment Advisor and a Uniform Securities States Agent. Madeline graduated from Berkeley College where she received a Bachelor of Arts Degree.
Vincent Aulicino, Operations Associate
Vincent Aulicino is an Operations Associate at Ladenburg Asset Management where he is responsible for the daily new account and trading operations, as well as assisting in compliance and accounting functions. Prior to joining Ladenburg, Vincent was an Advisory Platform Analyst at American Portfolios where he managed all third party managed investment accounts. Vincent graduated from Baruch College, Zicklin School of Business with a Bachelor of Business Administration degree in Finance. He holds a Series 7 registration.
Fred Boy, CFA, Investment Analyst
Fred is an Investment Analyst at Ladenburg Asset Management. He joined the team with 10 years of experience in the financial services industry. Prior to joining Ladenburg, Fred worked at Osaic Institutions (formerly Infinex Financial Group) since 2013 where he held key roles in both the operations and advisory teams. Most recently, Fred was a Senior Advisory Consultant at Infinex helping expand the growth of Infinex’s investment advisory business, conducting investment consulting for financial advisors and working on investment strategy for Infinex’s proprietary managed model portfolios. Fred graduated from Quinnipiac University with a Bachelor of Science in Economics. He is a CFA charterholder and holds Series 7 & 66 registrations.
Joyce Chang, Director of Operations
Joyce is the Operations and Billing Manager for Ladenburg Asset Management, where she is responsible for overseeing day-to-day operation responsibilities in new account processing, billing and various account services. Joyce brings to LTAM more than twenty years of experiences working in the financial industry as a Relationship Manager at Fiserv and as a Manager of Equity of Investment Group Operation from New York Life Investment Management. Joyce received a Bachelor of Science degree in Business Administration with a concentration in Finance from New York Institution of Technology. She also received a Master of Business Administration with a specialization in Finance from Capella University.
Ben Dennis, CFA, Investment Analyst
Ben is an Investment Analyst for Ladenburg Asset Management. He is responsible for market research and analysis, fund and manager due diligence for the Ladenburg Asset Management Program (LAMP) and assists with the Ladenburg Funds. He also heads up Ladenburg Investment Research and manages the firm's Top Rated Mutual Fund and ETF Lists. Prior to joining Ladenburg, Ben worked as Lead Investment Analyst for a family office. Ben graduated from American University with a Bachelor of Arts in Economics and a Minor in Finance through the Kogod School of Business. He has been awarded the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Society New York.
Elizabeth de Sola, Operations and Trading Associate
Elizabeth is an Operations and Trading Associate for Ladenburg Asset Management. She is responsible for placing trades within client accounts, monitoring daily account activity, and various other account services. Prior to joining Ladenburg, Elizabeth worked as an Analyst and Trader for a Wealth Management Advisory Firm. Elizabeth attended The University of Tennessee at Knoxville and has a bachelor’s degree in finance with a collateral in International Business.
Matt Crosby, Research Associate
Matt is a Research Associate for Ladenburg Asset Management. He is responsible for market research and analysis, fund manager due diligence for the Ladenburg Asset Management Program and assists with the Ladenburg Funds. Matt graduated from Colorado State University with a Bachelor of Science in Business Administration and a concentration in Finance in May of 2023.
Timothy Eng, Investment Product Associate
Timothy is an Investment Product Associate for Ladenburg Asset Management. He is responsible for the marketing of investment products managed by the asset management division. Additionally, he acts as a liaison to advisors providing education on asset management services, assists in client presentations, and manages relationships between advisors and the firm. Prior to joining Ladenburg in 2021, he worked as a Research Analyst at DeMatteo Research. Timothy graduated from Hobart College with a Bachelor of Arts in Economics.
Shirley Gillock, Advisor Relationship Manager
Shirley Gillock is the Advisor Relationship Manager for Ladenburg Asset Management. Her role is to understand advisor needs and develop plans to address them and to cultivate profitable relationships. Shirley has a wide range of product and service knowledge, sales skills, and interpersonal skills. She is highly intuitive to customer needs and is a strategic thinker who analyzes and solves problems quickly. Prior to joining Ladenburg Asset Management Shirley worked in Advisor Relations and Business Development at Investacorp. Shirley was a Registered Principal empowered to oversee operations, trading, and sales personnel. Shirley attended West Virginia University and received her Bachelor of Science in Business Administration. She majored in Finance and Economics. She is a licensed General Securities Representative, Uniform Securities Agent, General Securities Principal, Municipal Securities Principal and Equity Trader.
Mike Meechan, CFA, Senior Investment Analyst
Mike Meechan is a Senior Investment Analyst for Ladenburg Asset Management. He assists with tactical asset allocation and manager selection for the firm’s multi-asset class model portfolios, is responsible for market research and analysis, and leads Ladenburg’s high-net-worth client program. Mike attended Fordham University where he received his Bachelor of Arts degree in Economics and a minor in Business Administration from the Gabelli School of Business. Before joining Ladenburg, Mike worked with the Asset Management group as an intern. He has been awarded the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Society New York. He also holds the FINRA series 7 and 66 licenses.
Aidan Redmond, Senior Investment Analyst
Aidan Redmond is a Senior Investment Analyst for Ladenburg Asset Management. He is responsible for conducting market research and analysis, fund and manager due diligence for the Ladenburg Asset Management Program (LAMP), maintenance of the top-rated funds and ETF lists, and assisting with the Ladenburg Funds. Prior to joining Ladenburg, Aidan worked as a strategy consultant, providing strategic guidance to boutique institutional asset managers. Prior to this, Aidan worked for NEPC as a research analyst. At NEPC, Aidan was the lead analyst and primary researcher for a $7 billion multi-asset investment program. He started his career at Atlantic Trust Private Wealth Management in the Multi-Manager Investment Program, conducting research and due diligence on investment managers across a wide array of asset classes and strategies. Aidan earned a Bachelor of Science with a concentration in finance from Quinnipiac University. He holds the Chartered Alternative Investment Analyst (CAIA) designation from the CAIA Association and is a member of the CAIA Boston and CAIA New York chapters. Aidan earned a Master of Business Administration with High Distinction from Bentley University’s McCallum Graduate School of Business.
Audrey Treloar, Investment Product Associate
Audrey Treloar is an Investment Product Associate for Ladenburg Asset Management. She is responsible for the marketing of investment products managed by the asset management division. Additionally, she acts as a liaison to advisors providing education on asset management services, assists in client presentations, and manages relationships between advisors and the firm. She also coordinates materials and assists with generating sales and marketing campaigns. Prior to joining Ladenburg, she worked as a Senior Associate in Inheritance Services at Vanguard. Audrey graduated from Butler University with a Bachelor of Arts.
Lila Tuman, Investment Product Associate
Lila Tuman is an Investment Product Associate for Ladenburg Asset Management. She is responsible for the marketing of investment products managed by the asset management division. Additionally, she acts as a liaison to advisors providing education on asset management services, assists in client presentations, and manages relationships between advisors and the firm. She also coordinates materials and assists with generating sales and marketing campaigns. Lila graduated from The University of Wisconsin-Madison in May of 2024 with a Bachelor of Science in Personal and Financial Services Marketing Operations, along with minors in Entrepreneurship and Digital Studies. Before joining Ladenburg full-time, Lila interned with the team in the summer of 2023.
Timothy York, Operations and Trading Associate
Tim York is an Operations and Trading Associate for Ladenburg Asset Management. He is responsible for monitoring day-to-day account activity, placing trades within client accounts, and various other account services. Tim attended Salisbury University in Salisbury, Maryland, where he received a bachelor’s degree in finance with an Investments concentration. Prior to joining Ladenburg, Tim worked as an Accounting Technician and Data Analyst for a specialty insurance firm.