PERFORMANCE PRICE & SERVICE - PPS®

About Us

Regis Dillon, Gayle Lohrer, Tom Cordovano, Joe La Ferla, John Macri, Courtney McManus

 

Joseph A. La Ferla, Jr.

Joe is a Managing Principal with La Ferla Group LLC, a federally registered investment adviser that provides clients with investment advisory services since May 2015. He is also Co-Portfolio Manager with John Macri for the Global Balanced Advisor. Prior to starting La Ferla Group LLC, along with Managing Principals John Macri and Tom Cordovano, he was the founder of the La Ferla Group branch at UBS; and was also, Managing Director-Wealth Management.

Joe joined PaineWebber in March 1982 and remained with the firm after the UBS merger in November 2000. He began his career in January 1981 with First Investors Corporation as a Financial Advisor. Previously, he was an airline pilot with American Airlines from 1976 to 1983. He is generally regarded as one of the most knowledgeable and respected professionals in fee-based asset management. Joe has appeared on CNBC, and has been invited on several occasions, to speak to Financial Advisors regarding fee-based asset management. He is a graduate of Embry-Riddle Aeronautical University and holds the Series 65 securities license, as well as life, variable life, health, and long-term care insurance licenses and is licensed for variable annuities.

Years of experience as of 12/31/2015: 35

 

 

John G. Macri

John is one of the founding Managing Principals of La Ferla Group LLC, a federally registered investment adviser that provides clients with investment advisory services since May 2015. He is also Co-Portfolio Manager with Joe La Ferla, for the Global Balanced Advisor.

Prior to starting La Ferla Group LLC, along with Managing Principals Joe La Ferla and Tom Cordovano, he joined PaineWebber in June 1985 and the La Ferla Group branch in January 1989. He remained with the firm after the UBS merger in November 2000. Previously, he was associated with Merrill Lynch. John received a B.B.A. in Business Management from Pace University and an M.B.A. from Adelphi University. He is a Certified Financial Planner™ professional and a member of the Institute of Certified Financial Planners. He holds the Series 65 securities license, as well as insurance licenses for life, variable life, health, long-term care, and he is licensed for variable annuities.

Years of experience as of 12/31/2015: 31

 

 

Thomas D. Cordovano 

Tom is one of the three founding Managing Principals of La Ferla Group LLC, a federally registered investment adviser that provides clients with investment advisory services since May 2015. Tom also manages Wealth Strategies for La Ferla Group LLC.

Prior to starting La Ferla Group LLC, along with Managing Principals Joe La Ferla and John Macri, he joined PaineWebber in June 1986 and the La Ferla Group branch in January 1989. He remained with the firm after the UBS merger in November 2000. Previously, Tom was associated with Dreyfus Service Corporation. He received a B.S. in Finance from New York Institute of Technology. He is a Certified Financial Planner™ professional and a member of the Institute of Certified Financial Planners. He holds Series 7, 63 and 65 securities licenses and is licensed for life, variable life, health, and long-term care insurance and variable annuities.

Years of experience as of 12/31/2015: 31

 

Regis R. Dillon

Regis is a Vice President with La Ferla Group LLC, a federally registered investment adviser since May 2015. Regis participates in the management of the Global Balanced Advisor and Wealth Strategies. He also manages technology for La Ferla Group LLC.

Prior to La Ferla Group LLC, he joined UBS in July 2011 and the La Ferla Group branch in October 2011. Formerly Regis worked for J.P. Morgan Chase as a Personal Banker. He graduated from State University at Cortland with a degree in Business Economics. He is a Certified Financial Planner™ professional and a member of the Institute of Certified Financial Planners. In addition, Regis holds the Certified Investment Management Analyst™ certification, administered by Investment Management Consultants Association™ and taught in conjunction with The Wharton School, University of Pennsylvania. He holds Series 7 and 66 securities licenses and is licensed for life, variable life, health and long-term care insurance and variable annuities.

Years of experience as of 12/31/2015: 5

 

Gayle B. Lohrer

Gayle is the Group Manager for La Ferla Group LLC, a federally registered investment adviser since May 2015. She is responsible for all activities involving administration and operations for La Ferla Group LLC. Gayle joined the La Ferla Group branch and PaineWebber in April 1986. She remained with the firm after the UBS merger in November 2000.

Years of experience as of 12/31/2015: 29

 

Courtney L. McManus

Courtney is the Assistant Group Manager for La Ferla Group LLC, a federally registered investment adviser since May 2015. Courtney, together with Gayle Lohrer, manages all activities involving administration and operations for La Ferla Group LLC. She joined the La Ferla Group branch at UBS in September 2012. Courtney received her Bachelor’s Degree in Accounting from Molloy College. She is currently working on her C.P.A. license.

Years of experience as of 12/31/2015: 3

 
 
 
Submit to FacebookSubmit to Google BookmarksSubmit to TwitterSubmit to LinkedIn