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  1. Home
  2. About
  3. Our Team

Our Team

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Daniel V. Giaimo, CPA, CFP®

Financial Advisor

914-734-2800
dgiaimo@itistrategies.com

Daniel V. Giaimo is a Certified Public Accountant, Certified Financial Planner® Practitioner and Registered Representative with LPL Financial.   

With over 25 years of experience in the financial services industry, Dan has built a holistic practice that is focused on the entirety of each client’s financial picture.  After listening carefully to desired outcomes, he develops investment management and asset allocation strategies designed to address each client’s specific, and often complex, requirements.

Dan believes passionately in the importance of relationships and knows that you are entrusting him with your family's future.  He accepts that responsibility and strives to be a tireless and trusted partner who is deeply committed to helping you pursue your financial dreams.

He specializes in four main areas: investment planning & wealth management, risk management, estate planning and tax planning.

Dan lives in Mount Kisco with his wife Jackie, son Christopher, and daughter Sofia.  He enjoys golfing, traveling and attending as many baseball and volleyball games starring his children as possible.

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Patrick Lennon Jr.

Financial Advisor

914-734-2800
plennon@itistrategies.com

Patrick Lennon Jr. joined ITI Strategies in 2012 and is a Registered Representative with LPL Financial. Pat has been a Financial Advisor for almost 15 years. 

He prides himself on working with individuals and business owners in a client-centric and collaborative manner to pursue short and intermediate goals – while at the same time safeguarding their family’s financial future.  He leverages a comprehensive array of investment and insurance solutions to help clients implement a plan that effectively puts them on a path towards achieving what matters most. 

Pat’s significant experience and background with a wide range of risk management measures includes Life, Disability and Long-Term Care plans; these types of strategies can be beneficial to many of our ITI clients.

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 lives in Putnam Valley with his wife Melissa, son James, and daughter Olivia.  He is an accomplished tennis player, avid skier and enjoys spending time with his family.  He is also a member of the Putnam Valley Planning Board.

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Thomas D. Confrey

Financial Planning Coordinator

914-734-2800
tconfrey@itistrategies.com

Thomas Confrey has been an integral part of the ITI Strategies family of professionals since 2004.  He has over 30 years of experience working as a corporate auditor, financial analyst and tax specialist.  In his current role at ITI Strategies, he actively assists the financial advisors to help implement their client’s personalized financial strategies with the goal of optimizing tax efficiencies.

Away from the office, Tom shares his expertise with students as an adjunct university instructor, teaching beginner and advanced courses in Accounting and Taxation.

Tom resides in New Windsor with his wife Anita.  He is a life-long golf enthusiast, second only to how much he enjoys spending time with his two young grandchildren.

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Joanne Capozzi

Client Service Team Manager

joanne@itistrategies.com

Quality service is a critical component of our philosophy and way of doing business at ITI Strategies. 

Our client service team, led by Joanne Capozzi, is instrumental in facilitating client onboarding, servicing accounts and handling general inquiries. 

We always put our clients first; that means everything from returning your phone calls promptly, to finding answers to your questions, as well as assisting with any day-to-day requests you may have.

We strive to exceed your expectations.

About

  • Our Mission & Vision
  • Our Team

LOCATION
994 Main Street, Peekskill, New York 10566

PHONE
914-734-2800

EMAIL
dgiaimo@itistrategies.com

FAX
914-734-2819

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and ITI Strategies Inc. are separate entities from LPL Financial.

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