BPP WEALTH SOLUTIONS, LLC of BASKING RIDGE, NJ is an SEC-registered investment adviser (CRD 166962). Regulatory assets under management: $247.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Debra Lynn Schatzki | MANAGING MEMBER | — |
| Allison Gail Jaffe | CHIEF COMPLIANCE OFFICER | — |
| Laura Lee Flanagan | GENERAL COUNSEL | — |
| Alyssa Yvonne Mcmahon | DIRECTOR OF FINANCIAL PLANNING/MANAGING DIRECTOR | — |
| SCHATZKI DEBRA LYNN | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| JAFFE ALLISON GAIL | CHIEF COMPLIANCE OFFICER | — |
| FLANAGAN LAURA LEE | CCO; GENERAL COUNSEL | — |
| GOLDENBERG TRACY ANNE | CHIEF OPERATING OFFICER | — |
| CROSTA LISA ANNE | DIRECTOR OF WEALTH MANAGEMENT | — |
| MCMAHON ALYSSA YVONNE | DIRECTOR OF FINANCIAL PLANNING/MANAGING DIRECTOR | — |