CONSOLIDATED PORTFOLIO REVIEW CORP of WOODBURY, NY is an SEC-registered investment adviser (CRD 112694). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
Showing 25 of 31 people.
| Name | Role | Location |
|---|---|---|
| Stephen Alfred Distante | CEO | — |
| Jr Daniel Antenor | CHIEF OPERATIONS OFFICER | — |
| Joseph John Trifiletti | PRESIDENT | — |
| Megan Lynn Plapp | CHIEF FINANCIAL OFFICER | — |
| Michelle Denise Thomas | CHIEF COMPLIANCE OFFICER | — |
| Steven Matthew Howe | DIRECTOR OF BUSINESS DEVELOPMENT | — |
| MURPHY TERRENCE JAMES | AML OFFICER, OPTIONS PRINCIPAL, MUNICPAL PRINCIPAL | — |
| DILLENBECK KENNETH | VICE PRESIDENT | — |
| DIEFENDORF MONROE M | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DIEFENDORF WHITNEY E | SHAREHOLDER | — |
| DIEFENDORF EMILY | SHAREHOLDER | — |
| HOWE ASHLEY | SHAREHOLDER | — |
| DIEFENDORF JENNIE MONROE | SHAREHOLDER | — |
| WONG WILLIAM | VICE PRESIDENT | — |
| DILLENBECK KENNETH KINGSBURY | VICE PRESIDENT | — |
| DIEFENDORF MONROE MECHLING | PRESIDENT | — |
| DIEFENDORF ASHLEY | SHAREHOLDER | — |
| DISTANTE STEPHEN ALFRED | CEO | — |
| BARAN WHITNEY E | SHAREHOLDER | — |
| HIGGS EMILY | SHAREHOLDER | — |
| DONOVAN JENNIE MONROE | SHAREHOLDER | — |
| TRIFILETTI JOSEPH JOHN | PRESIDENT | — |
| PLAPP MEGAN LYNN | CHIEF FINANCIAL OFFICER | — |
| HOWE STEVEN MATTHEW | CHIEF COMPLIANCE OFFICER; DIRECTOR OF BUSINESS DEVELOPMENT; DIRECTOR OF OPERATIONS | — |
| Antenor Daniel | ADVISORY MANAGER; CHIEF OPERATIONS OFFICER | — |