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 15 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.

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. 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, became a CERTIFIED FINANCIAL PLANNER™ professional in 2019, and earned her Chartered Special Needs Consultant ® designation in 2020. 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.

Vib is Shufro Rose's Chief Operating Officer and previously served as the firm’s Head of Operations and Information Technology. Vib has spent over 20 years within the investment management industry, having held increasing levels of responsibility for technology and operations management, project management, strategy & transformational change and business administration.

Vib received his B.A. in Computer Science from New York University’s College of Art & Sciences in 1999 and his M.B.A. with concentrations in Finance and Organizational Management from New York University’s Leonard N. Stern School of Business in 2005.

Vib is an Eagle Scout, Boy Scouts of America, and actively supports local Scouting councils and initiatives.

John is Shufro Rose’s Chief Financial Officer and Chief Compliance Officer. John has over thirty years of experience in the financial services industry of which the past seventeen have been in senior financial management positions.

John received his B.S. in Accounting from Rutgers University in 1983.

John is a retired Major, having served in the United States Army Reserve in various leadership and staff assignments. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ certificant.

Oriel is a Client Service Associate for the Shufro-Glass Group. She assists in implementing all account maintenance requests, including money movements and account openings.

Oriel received her B.S. in Business Administration with a concentration in Supply Chain Management from Binghamton University's School of Management.

Erin is the Client Service Associate for the Contant-Leit Group. Erin is responsible for providing clients with an exceptional experience by anticipating and attending to their account administration needs. Working closely with the advisors, she completes all operational duties from client onboarding and executing money movement requests to ensuring each account is always in good standing. Before joining Shufro Rose, Erin spent five years at UBS Financial Services.

Erin is a graduate of Iona College.

Cherin brings foresight to a challenging hybrid role -- always taking strides to ensure our clients feel valued and their experience with us is regarded as a personal one. Cherin also brings a creative approach to company events while enhancing corporate culture and boosting employee morale. 

Cherin received a B.A. in Advertising and Marketing from The Fashion Institute of Technology.

Ann Marie is an Operations Associate and works directly with the Advisory and Operations teams to support critical functions such as account opening, account maintenance, money movement, and custodian processing.

Ann Marie began her career at Shufro Rose, working directly with our clients as a Client Service Associate. After a few years in tech sales, Ann Marie has returned to Shufro Rose in an organizational capacity, with a unique perspective to help drive enhancements to client-facing and internal experiences.

Ann Marie received her B.S. in Finance from the Providence College School of Business and graduated Magna Cum Laude.

Michael is a Vice President & Financial Advisor for the Contant-Leit Group and has worked in the wealth management industry since 2014. Before joining Shufro Rose, Michael was a Financial Advisor at Plante Moran Financial Advisors working with high-net-worth clients. Michael received his B.B.A. from The Stephen M. Ross School of Business at the University of Michigan. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a Certified Private Wealth Advisor® professional. Michael also serves as a member of the Estate Planning Council of New York City.

Thomas is the firm’s Platform Manager. He currently oversees all information technology and related systems for Shufro Rose. Prior to joining Shufro Rose, Thomas was an operations analyst at Joel Isaacson & Co. for six years. 

Thomas received his B.S in Business Administration from SUNY Stony Brook in 2011.

Kathy Logan is a Compliance Manager and is the Client Relationship Manager for the Wacht Group.

Kathy received her B.S. in Business Administration with a concentration in Business Management from the University of Phoenix, AZ.

Katie operates as a first point of contact for the Contant-Leit Group; she handles all organizational and administrative needs of the team. Prior to joining Shufro Rose, Katie assisted a high performing team of residential real estate agents here in Manhattan.

Katie received her B.A. in Political Science from Montclair State University.

Gary is a Wealth Planning Analyst and works closely with Robert Ossers and Michael Hymes to develop financial plans and derive creative solutions to best serve clients’ goals.
Gary received his B.S. in Accounting from the University at Albany, State University of New York, and his MBA from Bryant University. He passed the CERTIFIED FINANCIAL PLANNER™ exam in September 2020 and is on track to become certified after satisfying the work experience requirement.

Rob is a Vice President & Financial Advisor for the Shufro–Glass Group. Rob has over nine years of experience in the financial services field and has worked for UBS Financial Services and Procyon Partners before joining Shufro Rose.

Rob received his BA in Finance from Western Connecticut State University and is a CERTIFIED FINANCIAL PLANNER™ professional and is a Certified Private Wealth Advisor® professional.

He serves on the Young Professionals Board for Breakthrough New York, a non-profit organization that works with motivated, low-income students preparing for college.

Vrunda is a Senior Operations Associate and is the Client Service Associate for the Kaminsky-Silverman Group.

Vrunda received her B.S. in Business Administration, with a double concentration in Finance & Marketing and a minor in Psychology from the University at Albany, State University of New York. She also received an MBA from Northeastern University's D'Amore-McKim School of Business.

Michelle is an Operations Associate and Finance Associate for the firm. Michelle has over 20 years of experience in the financial services field.

Adriana joined the firm in 2021. She leads all aspects of personal financial planning for the Kaminsky-Silverman Group.
Previously, Adriana was part of Clarfeld Financial Advisors, where she focused on holistic personal financial planning, including estate, retirement, tax, investment, insurance, and retirement planning. She began her career at Reservoir Capital Group, a private investment firm, where Adriana supported the firm’s efforts in identifying, seeding, and incubating hedge fund managers for Reservoir Strategic Partners Fund.
Adriana is a graduate of the University at Albany, State University of New York, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Lucia works directly with our advisory and operations teams. She is a highly accomplished financial professional with more than 15 years of experience in Private Wealth Management focused on client relations, trading execution, and operations.  Prior to joining Shufro Rose, Lucia was a Portfolio Analyst and Trading Assistant at First Manhattan Co. for ten years.

Lucia received her B.S from Syracuse University majoring in Finance.

Lucia is active with Ellevate Women’s Network and is actively involved with the care of 13 nieces and nephews.

Anthony Santoloci is the Investment Operations Manager for the Contant-Leit and Shufro Glass groups. Anthony oversees trading and investment operations to ensure appropriate integration with clients' financial plans and objectives. Before joining Shufro Rose, Anthony spent six years at Ameriprise Financial as a Financial Planner and most recently two years with Gilder, Gagnon, Howe & Co.

Anthony received his B.A. in Economics from Seton Hall University.