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A Team Approach to Comprehensive Wealth Management 

 

A Team Approach to Comprehensive Wealth Management

Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.

You’ll continue to work with your team from RCL Advisors. They'll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.

Should you have any questions, please call us at (212) 452-5900.

Meet the Team

Advisors

Advisory Services

Client Services

 
 

 

Barbara-Raasch

Barbara Raasch

Senior Vice President, Financial Advisor
CFA®, CPA

(212) 452-5900 | braasch@wealthenhancement.com 

Barbara has more than 40 years of experience in the financial services industry, specializing in financial planning for high net worth individuals. She was previously a partner at Ernst & Young, LLP where she was also the National Solution Leader for their Investment Advisory Services practice. Barbara co-founded RCL Advisors, LLC in 2007, subsequently joining Wealth Enhancement Group through a partnership with the firm. Barbara and her husband have been married for over 40 years and have two grown children. In her free time, Barbara enjoys hiking and is a member of the Darien Sail & Power Squadron.

  • BBA, University of Wisconsin, Milwaukee
  • Chartered Financial Analyst®
  • Certified Public Accountant
  • WealthManagement.com Top 10 Women Owned RIAs (2015)1
  • WealthManagement.com Top 25 Women Owned RIAs (2012, 2014, 2016)2
  • Financial Times Top 100 Women Advisors (2014)3


Bill-CaferoWilliam J. Cafero

Senior Vice President, Financial Advisor
CIMA®

(212) 452-5900 | wcafero@wealthenhancement.com 

Bill began his career as a wealth manager more than 25 years ago at Ernst & Young, acting as a leader in the investment consulting and financial planning arenas. Bill serves as a passionate advocate for his clients; using his technical aptitude and exceptional service, he works to educate clients and inspire informed financial decisions. He was a founding member of RCL Advisors, LLC in 2007, ultimately joining Wealth Enhancement Group through a union with the firm. He frequently lectures on wealth management in support of employer sponsored programs and for various professional organizations, and has appeared on a number of national television and radio outlets. Bill and his wife Patty have three sons and reside in Randolph, NJ.

  • MBA, Pace University
  • BS, Pace University
  • Certified Investment Management Analyst®
  • Barron's Top 100 Independent Advisors (2015-2019)4


Bruno-Jay-FellinBruno J. Fellin

Vice President, Financial Advisor 
CFA®, CPWA®

(212) 452-5900 | bfellin@wealthenhancement.com 

Bruno has been working in the wealth and investment management space for more than 25 years, most recently as Chief Investment Officer for RCL Advisors, LLC. He has a diverse background as trust officer, portfolio manager and investment strategist for firms like U.S. Trust and GM Advisory Group, as well as experience working with clients as a financial advisor and wealth manager. During his career he has become well-versed in creating strategic plans incorporating pensions, endowments and foundations. In his free time, Bruno enjoys hiking, martial arts and travel. He has been married to wife Eileen for 35 years and the couple has two children.

  • MBA, Baruch College-City University of New York
  • BS, State University of New York at Albany
  • Chartered Financial Analyst®
  • Certified Private Wealth Advisor®


Ryan-MarshallRyan Marshall

Vice President, Financial Advisor 

(212) 452-5900 | rmarshall@wealthenhancement.com 

Ryan's experience in the wealth management arena is expansive, including working in trading and operations, financial analysis and planning. He's accomplished in providing holistic financial advice to high net worth individuals and recognizes the importance of combining budgeting, retirement, investments, taxes and estate planning into a comprehensive wealth management strategy. Ryan's very active and enjoys working out, skiing and anything outdoors. He resides in Stamford, CT.

  • MSF, New England College of Business
  • BA, St. Lawrence University 


Chris-MatternChristopher A. Mattern

Vice President, Financial Advisor 
CFP®

(212) 452-5900 | cmattern@wealthenhancement.com 

Christopher has more than 10 years of experience in the wealth management industry, including working as a financial analyst and senior financial consulting manager, and is experienced in formulating financial plans for high net worth individuals and institutional clients. He's driven by a desire to give his clients peace of mind as they look towards the future, working to identify their financial goals and create plans that work to meet their objectives. In his free time, Christopher is enjoying newlywed life with his wife Christina. He's also an avid hockey player and lively spectator - rooting for the New York Rangers and cheering on the Villanova Wildcats basketball team. 

  • BS, Villanova University
  • CERTIFIED FINANCIAL PLANNER Professional


Amanda-Pflaum

Amanda Pflaum

Vice President, Financial Advisor

(212) 452-5900 | apflaum@wealthenhancement.com 

Amanda's skills in investment management, tax planning and overall financial plan administration equip her to pinpoint her clients' financial objectives and to develop effective strategies to work towards these goals. She's compelled to provide an exemplary level of service, striving to improve the client experience and efficiencies within the firm. Away from the office, Amanda keeps busy chasing a toddler, spending time outdoors and appreciating good food, while living on Long Island with her family. She also volunteers for the Alex Cefalu Memorial Foundation where she oversees the charity golf outing.

  • BS, University at Buffalo, The State University of New York


Bardha-MitajFatbardha Mitaj

Associate Financial Planner

(212) 452-5900 | fmitaj@wealthenhancement.com 

 

 

 

 



Jen-NelsonJennifer Nelson

Assistant Financial Planner

(212) 452-5900 | jnelson@wealthenhancement.com 




 

 


Gina-Mooney

Gina Mooney

Senior Client Service Manager

(212) 452-5900 | gmooney@wealthenhancement.com  




 

 


Mary-SugrueMary Sugrue

Senior Client Service Manager

(212) 452-5900 | msugrue@wealthenhancement.com 




 

 


Stephanie-ShandStephanie Shand

Client Service Associate

(212) 452-5900 | sshand@wealthenhancement.com 




 

 


 

1 & 2 WealthManagement’s Top Women-Owned RIAs 2012, 2014-2016 lists were assembled using data from SEC filings and Meridian-IQ. Advisors were ranked by their firm’s total assets under management. Female advisors were required to directly own at least 25 percent of the firm and have some individual clients for whom they do financial planning. None of the RIAs on the list operated a broker/dealer or a bank, or were affiliated with an investment company. Awards received prior to partnership with Wealth Enhancement Group.

3 Factors included in Financial Times' Top 100 Women Financial Advisors: Assets under management, growth rate, compliance record, experience, industry certifications and online accessibility.

4 Factors included in Barron's Top 100 Independent Wealth Advisor rankings: volume of assets overseen, revenue generated by the firm and quality of practices. Investment performance was not an explicit component of the evaluation criteria.