Team

Ian S. Baker is CEO 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 and...

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...

Daniel Baker is the Director of Business Development at PRB Wealth Management. He is directly responsible for building strategic industry and client relationships through effective communications that aim to deliver strong revenue...

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...

Bill Hart has worked in financial service for over 39 years. He began his career at Merrill Lynch then went on to work for AG Edwards & Sons for 25 years. There he was a Vice President, specializing in institutionalized Fixed Income...

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 shares the...

Marc C. Harary is a Financial Advisor at PRB Wealth Management. For the past 14 years, Marc has helped individuals, families, and businesses work towards achieving their financial goals through a holistic approach to financial planning...

Diane joined PRB in 2018 and is currently PRB’s Director of Non-Profits working closely with the Corporate Benefit team to deliver health and retirement products and services dovetailed to nonprofit organizations.

Henry Cho joined PRB Wealth Management as an associate in 2014 working in Operations. Mr. Cho specializes in operative duties and basic financial functions. He assists clients with inquiries and requests, client reviews, and ensures...

Geeta Ganesh-Singh joined PRB Wealth Management in 2013. She started off as in Intern, then she was promoted to the Life insurance department as a client service representative. In 2016 Geeta was then promoted to Manager of Life...

Brandon Gordon is a Client Services Associate at PRB Wealth Management. Brandon joined PRB Wealth Management in November of 2018. His responsibilities include account management, new account set up, as well as working closely with the...

Ori Laby is a Corporate Benefits Analyst at PRB Wealth Management. He joined PRB Wealth Management in June 2017, working directly with Paul H. Etra, the Senior Vice-President (SVP) for Corporate Benefits, and CFO. Ori’s Primary...

Jennifer Ottney joined PRB Wealth Management in 2016. She provides fixed income and equity research to assist advisors in building investment portfolios that help manage the individual needs and objectives of their clients. She is...

Eliane L. Toussaint has worked for PRB Wealth Management for over 30 years. She began her career at the company in 1988 in the Insurance Division then later accepted a position in the Corporate Benefits Division. Today, Eliane is the...