There is only one success—to be able to spend your life in your own way.

- Christopher Morley

Our Story

Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions.

This commitment to our clients led to our evolution from an investment firm to a wealth management practice based on the needs of each client. We are building collaborative relationships with our clients by developing strong teams and providing great resources to assess and achieve each client’s goals.

Today we are offering more comprehensive solutions for our clients than ever before. We continue to adapt our business so that our clients and their families can enjoy financial success today and in the years ahead.

Our Mission

Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way.

We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way.

So you and your family can focus on all the things that matter most.

Our Team

John joined the firm in 1996 and was named a Principal in 2004.  He co-manages the Contant-Leit Group with Stephen Leit.

John received his B.S. in Finance from Lehigh University in 1996.

He serves as a Board Member and Treasurer of FEIH, an organization committed to providing education to children in Honduras. Since its founding in 2014, the foundation has constructed 11 schools, and has provided school supplies and other assistance to thousands of children in need.   

John lives in Manhattan with his wife Betsy and their two sons.

Steve joined the firm in 1988 and was named a Principal in 1997.  He co-manages the Shufro-Glass Group with Greg Shufro.

Steve received his B.S. in Business Administration from the University of Hartford in 1988.

He is a Vice President of Jewish Family Service of MetroWest New Jersey and chairman of their investment committee.  JFS Metrowest provides for the social services and mental health needs of the greater community with unparalleled professionalism, humanity and respect for all who seek its support.  Since 1861, JFS MetroWest has been helping families and individuals of all ages manage life’s challenges.

Steve lives in West Orange, New Jersey with his wife Melanie and their daughter.  Steve and Melanie also have an older son and daughter.

Tonia joined the firm in 1999 and was named a Principal in 2009. She is the first female Principal at the firm. Tonia co-manages the Kaminsky-Silverman Group with Barbara Silverman. 

Tonia received her B.S. in Business Administration from the University of Massachusetts-Amherst in 1991.

She serves as a board member of The Council for Economic Education along with current and former officials of the U.S. Federal Reserve, among others. CEE is a non-profit organization focused on personal finance and economic education of students from kindergarten through high school.

Stephen joined the firm in 1984 and became a Principal in 1989. He worked directly with our founder, Salwyn Shufro, and co-manages the Contant-Leit Group with John Contant.

Stephen received his B.A. from the University of Rochester in 1967 and his M.A. from Northwestern University in 1970. He has been a member of the CFA Society of New York (formerly the New York Society of Securities Analysts) since 1975 and earned the Chartered Financial Analyst designation in 1978. Prior to joining Shufro Rose, Stephen was a securities analyst at Neuberger Berman and other institutional firms for thirteen years.

Stephen has been active in youth soccer, basketball and baseball programs as both a coach and administrator for more than 35 years. He lives in West Orange, New Jersey, with his wife Carol. They have two children and two grandchildren.

Edward recently celebrated his 60th anniversary at Shufro Rose, having joined the firm in 1958.  He was named a Principal in 1965 and Advisor Emeritus in 2018.  He provides counsel to both the Kaminsky-Silverman Group and the Shufro-Glass Group. 

Edward received his B.A. from Yale College in 1955 and his M.B.A. from Harvard Business School in 1958.

He previously served on the board of the Heckscher Museum of Art in Huntington, New York.

Edward lives in Manhattan with his wife Marlene.

Greg joined the firm in 2003 and was named a Principal in 2008. His grandfather, Salwyn Shufro, founded the firm. He co-manages the Shufro-Glass Group with Steven Glass.

Greg received his B.A. in English from the University of Pennsylvania in 1991 and his J.D. from Fordham University School of Law in 1997. Prior to joining Shufro Rose, Greg was an attorney at Seward & Kissel LLP and Loeb & Loeb LLP.  His practice focused on securities litigation. 

He currently serves as a Vice President of the board of The Child Center of New York, an organization that serves over 35,000 at-risk children and families each year through early childhood education, behavioral health, integrated care, prevention services and youth development programs. He also serves on the Advisory Board of the Roosevelt House Public Policy Institute, which is affiliated with Hunter College.  He is a member of the Advisory Board for Andover Bread Loaf, a program whose mission is to promote literacy and educational revitalization through the lens of social justice in the most under-resourced communities and school systems around the world, particularly in U.S. urban communities and public schools.  Lastly, Greg serves as a member of the board of trustees of the Jewish Center of the Hamptons.

Greg lives in Manhattan with his wife Jen, their two sons, and their rescue dog Ajax.

Harvey joined Shufro Rose in 2001 and was named a Principal in 2003. He leads the Wacht Group.

Harvey graduated with a BBA in Accounting from Baruch College in 1967 and worked at the accounting firm of Oppenheim, Appel, Dixon & Co., where he became a Certified Public Accountant (CPA) in 1972. Prior to joining Shufro Rose, Harvey was Senior Vice President and Director of Private Client Services at Herzog, Heine, Geduld Inc. He also managed investment portfolios for Herzog’s retirement plans, served on the firm’s Executive Committee, and was Herzog’s Chief Financial Officer from 1976-1981. In addition, from 1975-1988 he held positions as Treasurer of Mutual Shares Corp. (now part of Franklin Templeton) and its registered investment adviser, Heine Securities Corp.

Harvey is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He also holds the Series 4, 7, 24, 63 and 65 registrations through Purshe Kaplan Sterling Investments. Harvey has been a member of the Sales and Marketing Division of the Securities Industry Association (SIA), the Wall Street Tax Association, and the New York Stock Exchange Sales and Marketing Committee. He serves as a mentor at Baruch College and is a member of Baruch’s Executives on Campus program.

Harvey lives in Purchase, New York, with his wife Judy. They have two adult children and two grandchildren.

Barbara joined the firm in 2006. She co-manages the Kaminsky-Silverman Group with Tonia Kaminsky.  

Barbara received her B.A. in Government and Russian Area Studies from Dartmouth College in 1989 and her M.A. in Policy Studies from the University of Michigan in 1991.  She earned her Chartered Financial Analyst designation in 1999.  Prior to joining Shufro Rose, Barbara was a Principal at Rosenblum Silverman Sutton, a registered investment adviser, and a vice president at Arnhold and S. Bleichroeder. 

Barbara lives in New York City with her husband Alex, their two sons, and their labradoodle Willie.