Meet The Team

Jeremy Raffer

Jeremy A. Raffer, MBA

Jeremy believes that “people's success with money has more to do with their behavior than with the investments they own.” Therefore he's made it a focus to emphasize the relationship with clients so that the team knows them beyond their money.  He's developed the procedures the team uses to ensure that when life throws you curve balls, they can help you make smart decisions about your money.  

He is also responsible for management, oversight and execution of the team's core portfolios. These investment strategies are broadly diversified, tax efficient, and have an emphasis on downside protection.  This means that they are designed to participate when the markets are doing well, but act as a shock absorber when things are choppy.  He has been helping his clients manage their financial lives for over 10 years.

He strongly believes that helping his clients develop a written investment plan which is regularly reviewed is fundamental to success.  He likes to say “a goal is a dream until its on paper and you have a strategy to achieve it”.

Some of the hobbies he enjoys are traveling, woodworking, photography and blogging on the team website. Jeremy and his wife Heather live in Kinnelon, NJ with their son Owen.

Jeremy Raffer is a Senior Vice President, Wealth Manager and Partner at Steward Partners Global Advisory LLC. Jeremy joined the financial industry in 2007 after receiving both his Bachelor's Degree in Finance as well as his M.B.A. from Quinnipiac University.

 

 

Alan J. Raffer

Alan is a Director, Wealth Manager and Partner at Steward Partners Global Advisory LLC. Alan has more than 40 years of experience in the investment industry. Alan is responsible for overseeing and management of the investment portfolios for the clients and families with which he works. The written plans he creates provide a roadmap for his clients to realize their goals and navigate around the pitfalls. Alan offers highly customized portfolio management that focuses on multigenerational wealth management and estate planning strategies utilizing the resources of both Steward Partners and Raymond James Financial Services. He enjoys traveling and collecting wine and aspires to mix those two together by visiting all the major wine producing regions in the world. His favorite vacation spot for the past 35 years has been Montauk, NY where he visits with his family every summer.

 


 

Sherry (Sorah) Birnbaum, CFP® CPWA®

Sherry brings decades of diversified investment experience to her private client practice including positions in equity research, trading, public finance and management. As a Certified Financial Planner professional, she builds comprehensive relationships with her clients. Her customized strategic approach includes identifying estate planning needs, retirement planning and risk management; with this deep understanding and in concert with the client's other trusted advisors, Sherry constructs holistic investment plans that are based on the totality.

Women and Money, one of her areas of focus, has led to various speaking engagements on T.V. and Radio. As a resident of Teaneck, N.J., Sherry devotes time to the Project Ezra organization, which is dedicated to helping community members live financially responsible and self-sufficient lives. Her husband Howard is a graduate of Julliard and has performed with the Metropolitan Opera amongst other venues. Sherry enjoys writing and has published several self-interest articles; Sherry also enjoys mentoring young women in business.

*Raymond James is not affiliated with and does not endorse the Project Ezra Organization.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 


 

Kathleen McCreadie

Kathleen is a partner, vice president & senior client administrative manager at Steward Partners Global Advisory. Kathleen has 35 years' experience working within the securities industry. Kathleen began her career in 1983 with Bache Halsey Stuart where she had been employed with the same firm who had gone through many firm name changes with Wells Fargo Advisors being the most recent until she moved to Steward Partners.

Kathleen focuses on provided the highest level of personalized attention each client deserves. She ensures client satisfaction is a priority and performs a variety of account administrative services.

Kathleen resides in Waldwick, NJ. She enjoys the outdoors and is an avid walker. To relax Kathleen enjoys working in her garden

 

If this seems like a team you would enjoy working with, click here to see who we serve.