Private Wealth Management



Though our clients often choose us for our comprehensive wealth management expertise, we look beyond the tactical guidance and take a much more expansive view of our role–we are true relationship managers. We commit to obtaining the greatest possible understanding of you, your family, business and personal priorities, as well as your total financial picture.

With deep experience working within Private Wealth Management's multinational investment and currency platforms, we are not only well-positioned to provide highly specialized guidance, but to directly access and execute solutions with ease and efficiency.

Rick Kirkinis and Mark Lichtenfeld have been recognized as industry leaders.

Rick Kirkinis, Barron's Top 1,200 Financial Advisors, 2014
Mark Lichtenfeld, Barron's Top 1,200 Financial Advisors, 2014
Mark Lichtenfeld, Barron's Top 1,000 Financial Advisors, 2012, 2013



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The Somerset Hills Group

500 Campus Drive
2nd Floor
Florham Park, NJ 07932
973-360-4369
800-631-8179
855-289-7119 fax
Contact Us get directions


Rick S. Kirkinis
Managing Director – Wealth Management
Portfolio Manager
Mark L. Lichtenfeld
Senior Vice President – Wealth Management
Eric R. Schwartz, CIMA®
Senior Vice President – Wealth Management
Senior Portfolio Manager
Certified Investment Management Analyst (CIMA®)
Evan R. Bloomberg, CFA®
Vice President – Wealth Management
Senior Portfolio Manager
Chartered Financial Analyst®
Kevin M. Reiner, CFP®
First Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Tristan Cooper, CFP®
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™ (CFP®)
John F. Ryan
Authorized Officer
K. Leigh Shannon
Authorized Officer
Debra Spiesman
Senior Registered Client Service Associate
Emily Nikoloudis
Wealth Strategy Associate
Tarah R. Henick
Registered Client Service Associate
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