Broker Check

Our Insight Team

We have built a team of highly competent professionals with expansive and diverse backgrounds who share a common commitment; prioritizing to put our Advisors’ and their Clients’ needs first.

 

Management Team

 
Sharon Faas

Sharon Faas

Director of Client Relations

Bridgewater

(908) 483-9637

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Sharon serves Insight Private Advisors as Director of Client Relations. In this critical role, she handles many administrative duties and provides our clients with the high standard of continuous service.

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James Grehl

James Grehl

Chief Executive Officer

Holmdel

(732) 837-9072

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Jim is the Chief Executive Officer of Insight Private Advisors and has served in this capacity since its inception in 2014.

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Patricia Hasegawa

Patricia Hasegawa

Chief Compliance Officer

Bridgewater

(908) 333-0879

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Pat has served Insight Private Advisors as Chief Compliance Officer since its founding in 2014. She joined Insight Financial Services in January of 2006 as the company’s Operations Manager.

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Linda Rofrano

Linda Rofrano

Chief Operating Officer

Bridgewater

(732) 359-3005

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Linda has been in an operational role in the financial services industry since 2003, bringing her experience to Insight Financial Services in January 2014 as the Operations Manager.

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David Weinblatt

David Weinblatt

Chief Financial Officer

Bridgewater

(908) 575-7526

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Dave joined Insight Private Advisors in 2014 as chief financial officer. He previously served as a consultant to the firm’s affiliate, Insight Financial Services, helping to set up operational practices for the growing firm.

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Support Team

Rebecca Beach

Rebecca Beach

Bridgewater

(908) 483-9638

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Veronica Thomas

Wesley Boyce

Information Technology Associate

Bridgewater

(908) 367-5978

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Veronica Thomas

Susan Dente

Finance Manager,

Bridgewater

(908) 483-9649

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Alison E. Hosler

Alison E. Hosler

Operations Manager

Bridgewater

(908) 483-9643

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Alison first joined Insight Private Advisors' affiliate, Premier College Funding, in April 2012. She was formerly the Senior Director of Membership and Development at the Hunterdon County Chamber of Commerce.

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Mindy Kaplan

Mindy Kaplan

Strategic Partner - Moore Wealth Management LLC

Holmdel

(732) 616-9095

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Kathy Kowrach

Administrative Assistant

Pennington

(609) 730-4942

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Jan MacKenzie

Jan MacKenzie, MBA

Strategic Partner - Hampton Square Wealth Management

Newton

(973) 862-5065

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Veronica Thomas

Paul A. Otis, LUTCF

Director of Client Services,

Flemington

(908) 333-0881

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Lynn Ragno

Lynn Ragno

Director of Marketing

Bridgewater

(908) 483-9647

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Jamie Ross

Jamie Ross

Operations Support

Bridgewater

(908) 367-5979

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Veronica Thomas

Veronica Thomas

Financial Advisor - Client Services

Bridgewater

(908) 483-9746

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