Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Glenn R. Bianco, CFP®

Senior Vice President - Wealth Management
Financial Advisor
914-287-6028

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Glenn is a Certified Financial Planner™ professional. He has over 30 years of experience with major financial institutions. Glenn held senior positions as Senior Vice President at CitiGroup, Wachovia and Morgan Stanley Smith Barney. He graduated from Iona College in New Rochelle, New York with a Bachelor of Business Administration. He holds a Masters Degree in Business, Finance and Marketing from Pace University in White Plains, New York.

Glenn works primarily with high net worth individuals, professional athletes, medical professionals, entrepreneurs, business executives etc., bringing investment strategies for the many life scenarios they face including retirement, education, philanthropy and transfer of wealth.

He also has experience working with business organizations ranging from small business and professional companies to Fortune 100 companies. He works closely with the principals, officers and employees providing advisory services, financial planning money management, lending strategies, cash management, trade finance and retirement planning.

Presently, Glenn is Vice President and a board member for Arts Westchester where he sits on the finance and audit committees.

Series 7, 66, 31 Registered

Life, Accident and Health Insurance Licensed

NYS Partnership for Long Term Care Insurance Licensed


Registered States:
CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT


Michael G. Daly

Senior Vice President - Wealth Management
Financial Advisor
914-287-6029

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Michael has managed the financial affairs of high net worth individuals for over 30 years. He has a unique background in both financial planning and the banking industry as a private banker, commercial banker and real estate lender.

With this experience, Michael not only works closely in structuring a client's balance sheet, he has forged strong long lasting multi-generational relationships with our clients' extended family, attorneys and accountants. His primary clients include medical professionals, their practices, entrepreneurs and real estate professionals.

Michael received his undergraduate degree in Finance and an MBA from Iona College in New Rochelle, New York.

Presently, Michael is a trustee on the Lakeland Central School District Board of Education. He sits on the Audit and Capital Improvement Committee. He's also an honorary board member for the Danny Fund and a Director of girls' basketball for the Shrub Oak Athletic Club where he has coached his three daughters.

Series 7, 66 Registered

Life, Accident and Health Insurance Licensed

NYS Partnership for Long Term Care Insurance Licensed


Registered States:
CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT


Marc Nicolas Colamaria

Financial Advisor
Portfolio Manager
914-287-6054

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Marc has been in the investment management field managing portfolios for high-net-worth clients and non-profit organizations since 2004. He joined the Bianco-Daly Group in 2012.

Marc's role as Portfolio Manager includes customizing client portfolios to match objectives and risk tolerance, a comprehensive process of investment manager selection and monitoring investment results.

Marc graduated from Sawyer School of Management at Suffolk University in Boston, MA with a BS in Finance.

He lives in Ridgefield, CT with his wife and three children.

Series 7, 66 Registered

Life, Accident and Health Insurance Licensed


Registered States:
CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, ME, MI, NC, NJ, NY, OH, PA, RI, SC, TX, UT, VA, VT


Julia Ann Zimm

Client Service Associate
914-287-6043

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Registered States:
CT, NJ, NY