Your Brinton Eaton team is composed of a group of talented individuals with many areas of expertise. With an unwavering commitment to your financial success, your personal team is led by at least two seasoned professionals who are available to respond to your needs at all times.

Robert J. DiQuollo | Jerry A. Miccolis | Colleen J. Betzler
Jeremy T. Welther | S. Jervis Brinton | Ben A. Jacoby
Marla Bace | Ellen Clawans | Marina Goodman
David M. Hill | Abigail M. Scandlen | Janet L. Critchley
Adrian Fedorkiw | Matthew DiQuollo | Pamela Trunfio |

 

Robert J. DiQuollo, CFP®, CPA

Founder, President and Senior Financial Advisor

Mr. DiQuollo is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Public Accountant and a Personal Financial Specialist (CPA/PFS). He holds BS and MBA degrees from Seton Hall University.

Bob is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants, and the New Jersey Society of Certified Public Accountants. Prior to joining Brinton Eaton in 1988, Bob had nearly 20 years of experience as a tax specialist with local and national CPA firms. He is a former Director of Red Oak Bank, and a Trustee of numerous private family foundations.

Mr. DiQuollo specializes in financial planning, tax planning, and investment management.

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Jerry A. Miccolis, CFA®, CFP®, FCAS, MAAA

Principal, Chief Investment Officer and Senior Financial Advisor

Co-author: Asset Allocation For Dummies® (Wiley, May 2009)

Mr. Miccolis holds the Chartered Financial Analyst® designation, is a CERTIFIED FINANCIAL PLANNER™ practitioner, and is a fellow of the Casualty Actuarial Society (FCAS). He also is a member of the American Academy of Actuaries (MAAA), the Financial Planning Association (FPA), and the New York Society of Security Analysts (NYSSA). Mr. Miccolis received a BS in Mathematics from Drexel University.

Prior to joining Brinton Eaton in 2003, Jerry had over 30 years experience in the risk management and insurance fields, including over 25 years with the international management consulting firm Towers Perrin, where he served as Principal and Global Practice Leader for the Enterprise Risk Management practice. He has chaired numerous professional committees and is a widely quoted author and speaker on the subject of strategic risk management.

Mr. Miccolis specializes in financial planning, risk management, investment research, and portfolio management.

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Colleen J. Betzler, CFP®

Principal and Senior Financial Advisor

Ms. Betzler is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA). She holds a BLA degree from Ball State University and has completed the CFP® education program at Fairleigh Dickinson University.

Colleen joined Brinton Eaton in 1998, prior to which she did design and research work in the biomedical engineering field.

Ms. Betzler specializes in financial planning, tax planning, estate planning, and portfolio management.

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Jeremy T. Welther, CFP®, AIF®

Principal and Senior Financial Advisor

Mr. Welther is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the National Association of Personal Financial Advisors (NAPFA). He has been awarded the Accredited Investment Fiduciary™ designation by the Center for Fiduciary Studies, and is currently taking the examinations for the Chartered Financial Analyst® designation. Mr. Welther holds a BS degree in Finance from Susquehanna University and has completed the CFP® education program at Fairleigh Dickinson University.

Prior to joining Brinton Eaton in 1996, Jeremy performed municipal bond research for J. J. Kenny Company in New York.

Mr. Welther specializes in financial planning, investment research, portfolio management, and tax planning.

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S. Jervis Brinton, CFP®

Founder and Senior Financial Advisor

Mr. Brinton is a founding member of the firm and a CERTIFIED FINANCIAL PLANNER practitioner. He holds a BA degree from Williams College and an MBA degree from New York University.

Jerv is former Executive Vice President of Midlantic National Bank, with 40 years of experience in the Trust and Investment Department. He currently chairs the Fannie E. Rippel Foundation and the Marcus L. Ward Home/Winchester Gardens, and is a Director of Red Oak Bank and Kessler Rehabilitation Corp. Jerv is also a Trustee of several non-profit organizations, including the Morris Museum, the NJN Foundation, Bloomfield College and, previously, the Morristown Memorial Health Foundation.

Mr. Brinton specializes in personal financial planning and investment management.

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Ben A. Jacoby, CFP®

Founder and Senior Financial Advisor

Mr. Jacoby is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA). He holds a BS degree in Mathematics.

Ben is former Division Vice President of the RCA Corp. where he had a 30-year career, including holding director and general management positions in International Operations, Finance and Technology. Immediately prior to joining Brinton Eaton in 1988, Mr. Jacoby was senior partner with the Thomas Group, a management consulting firm specializing in the high technology industry. Ben has chaired several government and industry task forces and authored numerous technology and management articles. He is a director and officer of several non-profit organizations.

Mr. Jacoby specializes in financial planning to individuals and businesses investment research, and portfolio management.

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Marla Bace

Partner and Chief Marketing Officer

Ms. Bace specializes in marketing strategy and communications. She holds a Bachelor of Business Administration from Pace University.

Prior to joining Brinton Eaton in 2009, Marla was responsible for the Global Marketing Best Practices group at UBS Wealth Management. She has over 20 years experience in the financial services industry. She started her marketing career at Nabisco Foods and has held positions at Ernst & Young, JP Morgan, Prudential Financial and Financial Executives International.

Ms. Bace is responsible for developing, implementing and updating comprehensive marketing plans and accompanying strategies to build the firm’s consumer brand and stimulate revenue growth. Key responsibilities include marketing and client communications, branding, online and offline marketing all designed to enhance the customer experience and help grow the Firm.

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Ellen Clawans, CFP®, CPA

Financial Analyst

Ms. Clawans is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Public Accountant. She is a member of the Financial Planning Association (FPA), the American Institute of Certified Public Accountants, and the New Jersey Society of Certified Public Accountants. Ms. Clawans holds a BS degree in Accounting from Rutgers University.

Prior to joining Brinton Eaton in 2004, Ellen worked as an Audit and Tax Senior at Pricewaterhouse Coopers and at a local CPA firm.

Ms. Clawans specializes in financial planning and tax planning.

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Marina Goodman, CFP®

Investment Strategist

Ms. Goodman is a CERTIFIED FINANCIAL PLANNER™ practitioner. She holds B.A. degrees in mathematics and economics from Cornell University.

Prior to joining Brinton Eaton in 2006, Marina worked as an actuarial associate for MetLife. There she developed financial models and Monte Carlo simulations for new products and evaluated investment strategies. Her article, “Applications of Actuarial Math to Financial Planning” has appeared in the September 2002 issue of the Journal of Financial Planning.

Ms. Goodman specializes in investment analysis and portfolio management.

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David M. Hill, CFP®

Financial Advisor

Mr. Hill is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA). He holds a B.A. degree in Economics from Rutgers University.

Prior to joining Brinton Eaton in 2006, David spent two years as a Client Relationship Manager at Morgan Stanley Dean Witter and seven years as a Defined Benefit Analyst at Mellon Financial Corporation.

Mr. Hill specializes in financial planning and tax planning.

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Abigail M. Scandlen, CFP®

Financial Advisor

Ms. Scandlen is a CERTIFIED FINANCIAL PLANNER™ practitioner. She holds a B.A. degree in Political Science from the College of the Holy Cross.

Prior to joining Brinton Eaton in 2007, Abby worked as a Commodities Operations Manager at Barclays Capital and as a Surface Warfare Officer in the United States Navy.

Ms. Scandlen specializes in financial planning and tax planning.

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Janet L. Critchley, CPA, PFS, MST

Financial Analyst

Ms. Critchley is a CPA and has the Personal Financial Specialist (PFS) designation. She holds a BS degree in accounting from Upsala College and an M.S. in Taxation from Seton Hall University. She is also a registered investment advisor and has earned Series 63 and 65 licenses from FINRA. Ms. Critchley is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, and New Jersey Society of CPAs.

Prior to joining Brinton Eaton, Janet worked for KPMG and Eisner LLP for over 25 years as a senior manager doing tax compliance, planning, and research, and participating in development and design of financial plans both domestic and international.

Ms. Critchley specializes in planning.

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Matthew DiQuollo

Financial Analyst

Mr. DiQuollo has ten years’ experience working in capital markets trading, both in brokerage and asset management.

Matt started his career on the trading desk at Fleet Bank and Bank of New York. Later, he became a trader at Vardon Capital Management, an investment management firm that at its peak had $800 million in assets under management. He holds a B.A. degree from Villanova University and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation. 

Matt works closely with Brinton Eaton’s financial advisors to develop strategies and plans for clients to achieve their lifestyle goals within their required risk tolerance and timeframes.

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Adrian Fedorkiw

Investment Operations

 

 

 

 

 

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Pamela Trunfio

Office Operations

 

 

 

 

 

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