John Duane

PARTNER, BROOKBRIDGE PRIVATE WEALTH

John began his career as a money market trader in 1994 before moving into private banking and wealth management in 2000. A savvy advisor who is relationship-driven at his core, John is known for breaking down complex topics in a way that’s relatable and easy to understand, a skill he credits to his blue-collar, Brooklyn roots. His curiosity for people drives his highly personalized style, and nothing makes him happier than watching his clients use their wealth to live the life they envision.

Having earned his bachelor’s degree in Finance from Pace University, John holds Series 7, 63, and 65 registrations through LPL Financial. 

John lives with his family in Dix Hills, NY. When not spending time watching his beloved Yankees, a great movie, or pro wrestling, all favorites, John might be buried in the pages of a good book or out on the golf course. Deeply connected to his roots, he also serves on the Board of Trustees for Futures in Education, an organization that helps underprivileged kids in Brooklyn and Queens obtain a Catholic education. 

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Gregory Giantsos

PARTNER, BROOKBRIDGE PRIVATE WEALTH

With more than 13 years of experience as a portfolio manager, Greg’s analytical style is the perfect complement to John’s down-to-earth approach. With a wealth of market knowledge and an appreciation for its technical complexities, Greg is a “numbers guy” who enjoys the unique dynamics financial markets present. He constructs and manages highly customized portfolios that are better positioned for each client’s goals, but he also has a knack for breaking everything down so clients don’t leave with unanswered questions. Like John, Greg possesses an innate curiosity for people which allows him to enjoy all the uniqueness each client brings to the relationship.

He is a graduate of Queens College. Gregory and his wife Brittany live in Queens, NY and have been together for more than 15 years. Outside of the office Greg likes to get…outside. He’s an avid hiker, backpacker, bird watcher, photographer, and traveler whose joy of learning leads him to attempt at least one “side quest” at all times. A lover of all things nature, Greg also volunteers for a local animal rescue organization.

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Julie D. Willis, FPQP^®

SENIOR CLIENT SERVICE ASSOCIATE 

CA INSURANCE LIC. #0L47929

BROOKBRIDGE PRIVATE WEALTH

Julie brings many years of varied industry experience to Brookbridge Private Wealth.

She has a passion for providing clients with high-quality service and enjoys getting to know each client by spending the extra time building the relationship.

She currently holds her Insurance and LTC licenses, Securities Series 7, 63 and 65 registrations through LPL Financial, along with a Financial Paraplanner Qualified Professional designation.

Outside of the office, you can find her participating in any number of outdoor activities, such as boating, hiking, golfing or camping.

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