Our Team

Our team at HUB Wealth Strategies has nearly a combined 100 years of experience in serving our clients for their financial well being. While we all have different backgrounds and areas of focus and expertise, we share one common vision: fostering financial confidence, empowerment and freedom for our clients.

Camila Pinter

Client Concierge

Kelley Marmen

Client Concierge

Yan J. Katz

Managing Partner |  Financial Advisor

Brian P. McGrath

Managing Partner |  Financial Advisor

Gracio Grarcia, AIF ®

Director of Investments

Mark Markell

Director of Group & Employee Benefits

Richard Belofsky,

CFP®, CLU®, ChFC®, ChSNC®

Certified Financial Planner

Camila Pinter

Client Concierge

Kelley Marmen

Client Concierge

Yan J. Katz

Managing Partner |  Financial Advisor

Brian P. McGrath

Managing Partner |  Financial Advisor

Gracio Grarcia, AIF®

Director of

Investments

Mark Markell

Director of Group & Employee Benefits

Richard Belofsky,

CFP®, CLU®, ChFC®, ChSNC®

Financial

Advisor

Michael Shtifter

Michael Shtifter, WMCP®

Financial

Advisor

William B. Herbert

William B. Herbert

Financial

Advisor

Marshall Dodge

Marshall Dodge, AIF®

Investment

Specialist

Collaboration is core to our being at HUB Wealth Strategies. We look forward to the opportunity to serve your family and/or your business, from a perspective where success is enhanced from a multi-dimensional and multi-discipline perspective.

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