Broker Check

Team

Ian S. Baker

President

212-867-7730 x 330

ibaker@prbwm.com

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...

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Peter C. Browne, LUTCF

Founder

212-867-7730

pbrowne@prbwm.com

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...
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Denzil Dias

SVP & COO

212-867-7730 x 352

ddias@prbwm.com

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...

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Bibi Roopan

Manager, Broker Dealer Operations

212-867-7730 x 326

broopan@prbwm.com

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...

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Heather Alexander

212-867-7730 x 314

halexander@prbwm.com

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...

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Marc C. Harary

646-284-9145

mharary@prbwm.com

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...

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Diane Hirschberg

Director of Non Profits

212-867-7730 x 376

dhirschberg@prbwm.com

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.

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Daniel Nessim

212-867-7730

Daniel Nessim is the president of A&C Management which is 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...
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Adam S. Kaplan & Daniel E. Kaplan

Financial Advisors

212-867-7730

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...

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Client Relations

Henry Cho

Client Services Associate

212-867-7730 x 347

HCho@prbwm.com

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...

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Geeta Ganesh-Singh

Executive Assistant

212-867-7730 x 351

gganesh-singh@prbwm.com

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...

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Jennifer Ottney

Investment Research Coordinator

212-867-7730 x 322

jottney@prbwm.com

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...

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