Our Firm & Associates
At Equimark,
we're committed to helping our clients achieve financial success
now and in the future with a broad and dynamic service and
product offering. We excel in designing personalized
solutions that are fully integrated with our clients' needs
and decisions.
Equimark was
founded by senior financial service executives and technology
experts to bring you superior personal, business, and consulting
capabilities as well as an Internet platform that gives you
a window on your financial affairs and the world.
PRINCIPALS
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*Keith
E. Condemi, CFA, OSJ
Senior
Vice President & Registered Principal
Phone: 585.231.1595
FAX: 585.231.1589
E-mail: kec@equimarkllc.com
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*Matthew
D. Peterman, CPA, PFS
Senior
Vice President & Principal
Office Phone: 703.847.3700
FAX: 703.847.3715
Mobile Phone: 703.969.6028
E-Mail: mdp@equimarkllc.com
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ASSOCIATES
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Melissa M. Florin
Director
of Client Services
Phone: 585.231.1595
Fax:
585.231.1589
E-Mail:
mmf@equimarkllc.com
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*Gregory
J. Halstead, CLU
Senior
Associate
Office
Phone: 585.231.1595
Mobile Phone: 585.820.5940
FAX:
585.231.1589
E-mail: gjh@equimarkllc.com
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*Jerry N. Hefley
Senior
Associate
Office
Phone: 585.231.1595
Mobile Phone: 585.820.4598
FAX:
585.231.1589
E-mail: jnh@equimarkllc.com
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(Photo
not available)
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Bonnie Murphy
Marketing Manager
Phone: 585.747.4797
E-Mail: bbmurphy@frontiernet.net
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Patty Newcomb
Senior Associate
Phone: 703.847.3700
Fax: 703.847.3715
E-Mail:
pattynew@verizon.net
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(Photo
not available)
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*Mark S. Santelli
Senior
Associate
Office
Phone: 585.231.1595
Mobile Phone: 585.281.9688
FAX:
585.231.1589
E-Mail: mss@equimarkllc.com
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*Som Sharma MBA,
MA, RFC
Senior Vice President
Office Phone: 412.856.6250
FAX: 412.856.6258
E-Mail: ss@equimarkllc.com
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* Registered Representatives of and
Securities offered through Multi-Financial Securities
Corporation, member FINRA/SIPC.
Advisory services may only be offered
by Investment Adviser Representatives in connection
with an appropriate Multi-Financial Securities Corporation
advisory services agreement and
Disclosure Brochure (Form ADV Part II), as provided.
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