Team

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 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...

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...

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.

Adam Kaplan and Daniel Kaplan are identical twins who serve together as a team of financial advisors in New York City. The dynamic duo has extensive market experience from having developed their investment advisory practice at Morgan...

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...

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...