Broker Check

OUR TEAM

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. 

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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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Danielle Stermer

SR. LPL REGISTERED CLIENT ASSOCIATE

Danielle brings over 23 years of extensive experience in the financial services industry to her role. She holds  the Series 7 securities registration through LPL Financial and has spent her career supporting clients and streamlining operational efficiency to ensure an exceptional experience.

Outside the office, Danielle enjoys spending time with her children and grandchildren, and soaking up all the Chesapeake Bay has to offer. She is also a passionate advocate for exotic animal rescue and education. You will frequently find her out in the community at local events, accompanied by her pet Iguana or Macaw, to help spread awareness about proper exotic pet care.

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Meet Our Extended Team

Our affiliation with LPL Financial as our broker dealer allows for enhanced technology and increased support to our clients, including the following extended resources: 

Nate Brent

Nate Brent

VP, Trust Services, LPL Financial

Rob Yatko, CLTC®

Rob Yatko, CLTC®

VP, Advanced Markets Insurance Consulting, LPL Financial

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