Broker Check

Team

Executive Staff

Ian S. Baker is President of PRB Wealth Management, a national leader in financial services. Mr. Baker, a UK Chartered Accountant, moved to the United States in 1984. He spent the next several years in leadership roles in the retail...

Read more

Peter C. Browne, LUTCF is among the nation's leading financial services professionals. Co-founder of Price Raffel and Browne (PRB) in 1984, Mr. Browne has enjoyed a four-decade long career as a manager for Union Central's New York...

Read more

Denzil Dias

COO / SVP, Investments and Risk Management

212-867-7730 x 352

Denzil Dias is the Senior Vice President of Investments and Wealth Management at PRB Wealth Management. Mr. Dias joined PRB Wealth Management in 2003 as a Sales Associate in the Investment and Retirement Planning Division. He was...

Read more

Paul H. Etra, AIF® is the Senior Vice President of Corporate Benefits at PRB Wealth Management.Mr. Etra works closely with business owners, accountants, and trusted advisors to customize corporate benefit plans...

Read more

Rene Ramirez is the Chief Investment Officer at PRB Wealth Management. Mr. Ramirez is responsible for leading investment business development initiatives, establishing broad investment policies, and designing a working investment...

Read more

Daniel Baker

Director of Business Development

212-867-7730 x 371

Daniel Baker is the VP of Risk Management at PRB Wealth Management and has a special focus on the Sports and Entertainment industries.

Read more

Bibi Roopan

Manager, Investment Operations

212-867-7730 x326

Bibi Roopan joined PRB Wealth Management in 2006. She worked closely with Ian S. Baker – President, in managing client services and operations. She was then promoted to Manager of Investment Operations in 2013. Ms. Roopan works...

Read more

Advisors

Heather Alexander joined PRB Wealth Management over twenty years ago specializing in Pensions, Life Insurance, and Long Term Care. Mrs. Alexander works closely with founder, Peter C. Browne, as an executive assistant and sharing the...

Read more

Peter A. Baldini has been in the financial services industry for over 26 years. He was the President of New Penn Associates, LLC, an insurance-based firm located in the Princeton, NJ area. 

Read more

Marc C. Harary is a Financial Advisor at PRB Wealth Management. For the past twelve years, Marc has helped individuals, families and businesses work towards achieving their financial goals through a holistic approach to financial...

Read more

Christopher Kolba, CFP®, PH.D

Certified Financial Planner Practitioner

646-284-9101

Christopher Kolba has been providing financial advice to clients since 1994 and built his advisor resume by working for Fortune 500 companies such as: AXA Equitable, New York Life, JPMorgan Chase, and Ameriprise Financial. He became a...

Read more

Daniel Nessim is the president of A&C Management and a partner of PRB Wealth Management . Daniel heads up the corporate health benefits division. Mr. Nessim joined the accounting firm of GGK in 1987 and served in the audit department...

Read more