Our Team

 


 

Daniel V. Giaimo CPA, CFP®, Financial Advisor

Phone: 914-734-2800

Email: dgiaimo@itistrategies.com

Daniel V. Giaimo is a Certified Public Accountant and Certified Financial Planner Practitioner with ITI Strategies, Inc., and a Registered Representative with LPL Financial. He has been in the financial services industry for over 15 years.

He believes passionately in the importance of what he does, and that is to help as many individuals, families, and small business owners pursue their financial goals and objectives while instilling confidence in their investments. He concentrates on four main areas: Investment Planning & Wealth Management, Risk Management, Estate Planning and Tax Planning.

The first step on the journey toward financial freedom is developing a relationship with your advisor - one that is both mutually rewarding and based on trust and integrity. Daniel understands clearly that you are entrusting him with your family's future and he accepts that responsibility. He will remain deeply committed to working towards your financial goals.

Throughout your financial journey you will meet at regular intervals to ensure that your strategy stays current. Daniel understands that changes will occur in your lifestyle and priorities so for this reason, regular reviews are a vital part of the continuing relationship. Daniel is a member of the Financial Planning Association of the Greater Hudson Valley. He resides in Mount Kisco, NY with his wife Jacqueline, son Christopher, and daughter Sofia.


Joseph G. Kelly, Financial Advisor 

Phone: 914-734-2800 

Email: jgkelly@itistrategies.com 

Joseph Kelly is a dedicated financial services professional with over 25 years of experience. His career began working on the Institutional Trading Desk of the former Bear Stearns & Co. After 10 years of service at Bear Stearns an opportunity arose for him to help establish an Equity Trading Desk at J.P. Morgan. The extensive knowledge gained from his past institutional trading experience provided him with a comprehensive ability to establish an independent financial advisor practice which he has been successfully building over the last ten years at ITI Strategies.

Joseph believes communication is critical to any type of relationship. He stresses the importance of a comprehensive long-term financial strategy tailored to each individual client, by working to understand their financial objectives and risk tolerance.

Once a customized financial plan has been established, he periodically meets with clients to review and possibly adjust each client's portfolio based upon current economic conditions, life changing events, taxation, and several other factors.

Joseph Kelly is an LPL  Registered Representative, fully registered to conduct securities transaction for his clients and holds New York licenses for both life and health insurance. He lives locally in Cortlandt Manor and is proud to be part of the ITI Strategies Peekskill office, which provides investment, tax, and insurance planning.


Patrick Lennon Jr., Financial Advisor

Phone: 914-734-2800 

Email: plennon@itistrategies.com

Patrick Lennon Jr. joined ITI Strategies in 2012 and is a Registered Representative with LPL Financial. He began his career with AXA Advisors in 2007 specializing in Risk Management, including Life, Disability, and Long Term Care insurance planning. Pat currently holds his New York State Life Accident & Health Insurance License, Series 7 (General Securities Representative) through LPL Financial, Series 66 (Uniform Combined State Law Examination) through LPL Financial, and is registered in multiple states. He works with both individuals and business owners alike to help them pursue their financial goals. His extensive insurance knowledge and experience makes him a valuable asset to our team.