Profession: Management Team

Richard C. Byron

Rich joined Wingate Wealth Advisors as Chief Operating Officer (COO) in March 2021, bringing with him more than 25 years of Financial Services experience. Throughout his career as a Management Consultant and C-level executive, Rich has consistently helped Financial Services organizations become more client-focused and efficient through the strategic use of process improvement and the […]

John Slupski, CFP®

John is a Senior Financial Advisor with 20 years of experience providing comprehensive and highly personalized financial and investment planning advice to individuals, families and charitable organizations. He has a special interest in goals-based financial planning, which allows his clients to understand exactly how different choices they make will affect their ability to achieve their […]

Matthew A. Lasker, CFP®

Matt is a Senior Financial Advisor who is extremely knowledgeable about all aspects of client financial and investment planning. He has particular expertise in investment planning and takes a strong personal interest in working with clients to design and implement investment strategies that help them realize their unique financial goals and objectives. Matt has over […]

Gary Pomerantz, CFP®

Gary joined Wingate Wealth Advisors as a Senior Financial Advisor and member of the management team in September 2017, bringing his more than 20 years of experience to the firm.  He became a Partner in March of 2018. Gary’s expertise lies in helping clients create a financial plan of action to guide them through wealth […]

Jeffrey H. White, CFP®

As a Senior Financial Advisor, Jeff brings over 30 years of experience to advising clients on complex family financial planning issues. He has a particular interest in charitable gift planning focused on smaller and often overlooked charitable organizations where a client’s charitable interests can have a significant impact both during their lifetime and as part […]