Navigating Your Financial World

At the Sarian Group at HighTower, we believe our business should be focused on you, our client. We leverage each member's attributes to serve clients as a team. Our complementary skillsets, along with our 5-step process, The Comprehensive Wealth Management Experience, help ensure an excellent client experience and easy navigation towards your financial objectives.


Gregory C. Sarian CPWA®, CIMA®, CFP®, ChFC®, CEPA®

Managing Director, Partner

"Leveraging HighTower's open source platform and utilizing the team's well-defined five-step process, I create value for my clients by helping you to articulate and meet your financial goals. I lead all financial planning efforts, with an emphasis on executive compensation, risk management, tax minimization, and wealth transfer planning in coordination with your other key advisors"

Greg holds the Certified Private Wealth Advisor (CPWA®) and the Certified Investment Management Analyst (CIMA®) designations. He has also earned the Certified Financial Planner™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Financial Consultant® (ChFC®) designation. Greg was named one of the Top 1,000 Advisors by Barron's from 2009-2013. He has in-depth knowledge of saving for financial independence, maximizing employer benefits and equity compensation, developing proactive investment strategies, and utilizing a team approach to provide custom solutions with a high level of service.

Prior to joining HighTower, Greg was selected by Merrill Lynch's senior management to instruct other top performing Merrill Lynch Financial Advisors in advanced wealth management strategies. He joined Merrill Lynch in 1992 and founded the Sarian Group in 1997. Prior to joining Merrill Lynch, Greg worked with a major accounting firm in their executive financial consulting practice.

Greg earned his Bachelor's degree in Economics from Boston College. He is active in the Pennsylvania Biotechnology Association and volunteers at the Good Samaritan Shelter and the Devon-Strafford Little League. He enjoys golf and has competed in five Boston Marathons. He and his wife, Laurel, live in Malvern with their children, Elizabeth, Christian and Grace

Greg joined HighTower in 2013 as Managing Director and Partner.


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Francis X. Masse II, CFM, ARPC

Managing Director & Partner

"I serve as the team's investment strategist and oversee our asset allocation models, money sector weightings and tactical investments. I also monitor client portfolios and allocations, investment manager performance and corporate capitalization projects. I am experienced in meeting complex financial needs and customizing investment solutions to best serve my clients"

Frank holds the Certified Financial Manager (CFM) designation, which is a Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam. He has also earned the Accredited Retirement Plan Counselor (ARPC) designation.

Frank began his career at Merrill Lynch in 1999 and became a part of The Sarian Group in 2003. While at Merrill Lynch, Frank was approved in the Personal Investment Advisory® (PIA) Program for specially qualified Financial Advisors. As a Portfolio Manager in this program, he built customized portfolio strategies, as well as provided traditional advice and guidance. Prior to joining Merrill Lynch, Frank was a Partner and COO at his family's construction firm in Philadelphia for eight years.

A graduate of Villanova University with a Bachelor's degree in Business Administration and Finance, Frank is an avid outdoorsman with interests in big-game fishing, trapshooting and golf. Frank is also U.S.C.G licensed Captain and currently holds a 100 Ton Masters License. He enjoys hosting a limited number of offshore fishing charters out of Southern, NJ on weekends. Frank lives in Newtown Square with his wife, Wendy, and their two boys, Peter and Jack.

Frank joined HighTower in 2013 as a Managing Director and Partner.


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Ray Baraldi CFP®, JD

Ray Baraldi CFP®, JD

Financial Advisor

Ray holds the Certified Financial Planner certification, awarded by the Certified Financial Planner Board of Standards, Inc. Ray's credentials also include receiving his J.D. from Temple University's Beasley School of Law.

Prior to joining HighTower, Ray worked at the Vanguard Group in their Personal Advisor Services department. In that role Ray specialized in portfolio construction and administration. Ray also worked in Investment operation and client relationship roles at Vanguard.

Ray lives in Gulph Mills, PA with his wife Caitlin. Ray also spent 10 years as head coach of Archbishop Carroll's boy's tennis team leading them to 7 PIAA district titles. Ray enjoys playing and watching sports in his spare time.

Morgan Buswell

Morgan Buswell

Communications Director

Morgan joined the Sarian Group in 2016. Morgan manages all communications including all digital content and strategy. She works directly with The Sarian Group leadership team to focus on public communications, client engagement and event planning.  

Morgan is a graduate of Eastern University with a Marketing and Communications degree. She is originally from Upstate New York and enjoys cooking and spending time with family and friends.

  
Joyce Chobert

Joyce Chobert

Registered Wealth Management Associate

Joyce recently joined The Sarian Group in April of 2016. She graduated from The University of Scranton with a Bachelor’s Degree in Marketing and Finance. In her free time, Joyce enjoys spending time with her husband and their puppy, cooking, and doing various craft projects. She and her husband, Eric live in Wayne, PA.
Donna Christman

Donna Christman

Wealth Management Associate

Donna has been with the Sarian Group for 13 years. Before joining the financial industry, Donna worked in customer service for 21 years. She has two children, Lindsay and Jeff. In her free time, Donna enjoys gardening, photography and raising chickens. She spends most weekends either in Florida or in Ocean City, NJ. She lives in Malvern, PA with John.
Lisa Croll

Lisa Croll

Part Time Wealth Management Associate

Lisa joined the Sarian Group in August of 2014. She has a BS from Goldey Beacom College in Business Administration with a Concentration in Financial Management.  She enjoys spending her free time reading, gardening and spending time with family and friends. She and her husband, Bill, live in Garnet Valley, PA with their children, Kyle and Matthew.


Adriana D'Alessandro

Adriana D'Alessandro

Wealth Management Associate

Adriana recently joined The Sarian Group in March 2017. Prior to joining HighTower, Adriana worked at Wilmington Trust Company and has spent 15 years in the investment industry.  She brings a wealth of experience in client service, operations and administration.

Adriana is the Co-Founder/President of the Sandy Rollman Ovarian Cancer Foundation, Inc. which was created in 2000 in memory of her sister.  The foundation has raised more than $3.5 million for ovarian cancer research.

In her spare time she enjoys cooking, spending time with her family and friends, and traveling.  She and her husband Peter live in Broomall, PA.
Lorraine Dunn

Lorraine Dunn

Director of Operations

A graduate of Quinnipiac University, Lorraine has spent approximately 15 years in the investment industry.  She comes to us with a strong financial background in client service with her career beginning at Smith Barney private wealth management in New York City, and later on as a Registered Associate at Morgan Stanley in Philadelphia.  More recently, Lorraine worked for a family office outside of Philadelphia with a primary focus on wealth and investment management solutions for high-net-worth and institutional clients.

Lorraine enjoys spending time with her two children and focuses her free time on health and fitness.  She brings a wealth of experience in client service, operations and administration and currently holds the Series 7, 63 and 65 Securities Industry Licenses.

Angela Flores

Angela Flores

Wealth Management Associate

Angela is a graduate of Temple University with a Bachelor of Business Administration in Marketing. Prior to joining HighTower, Angela began her career with investor services in 2012 at SEI Investments as part of the Alternative Investments group. Most recently, she worked for Gurtin Municipal Bond Management where she was a part of their client service team focusing on fund operations and wealth needs for all clients.  

In her spare time, Angela enjoys a good meal with family and friends, exploring new places and all things fitness. Angela has a strong financial services background and is committed to providing a holistic client experience.
Kristen Metcalf

Kristen Metcalf

Registered Wealth Management Associate

Krissy joined The Sarian Group in July 2018 as a Registered Wealth Management Associate. She spent the last 17 years at William Blair in Chicago where she gained valuable experience by working on both the sell-side and buy-side.  She spent several years as an Institutional Sales Assistant and more recently worked as a Trade Settlement Associate in Investment Management. 
 
In her free time Krissy enjoys spending time with her husband Eric and their black lab Winnie.
 
Jeremiah Riethmiller CFA®, CAIA®

Jeremiah Riethmiller CFA®, CAIA®

Director of Investment Strategy & Research

Jeremiah joined the team in 2015.  His responsibilities include leading teams investment committee, investment research & due diligence, portfolio construction, and trading.  He joined the team with 8 years of experience in the investment and financial services industry.  

Jeremiah holds both the Chartered Financial Analyst (CFA®) designation and the Chartered Alternative Investment Analyst (CAIA®) designation.  The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive program in the field of investment management and research analysis.  The CAIA designation is the globally-recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments.  His credentials also include an MBA, B.S. in Finance, and B.S. in Business Economics from Penn State University where he graduated as a Schreyer Scholar.
  
Prior to joining HighTower, Jeremiah was a Senior Investment Analyst at Lincoln Financial Group where he performed research and due diligence on the investment options offered within Lincoln’s Retirement & Annuity products.  He also spent time at Lincoln Financial Group in Investment Operation and Investor Relation roles.

Jeremiah lives in Wayne, PA with his wife and two kids.  As an Eagle Scout, he enjoys any activity that involves being outdoors, particularly winter backpacking.  He is also a craft beer enthusiast and enjoys participating in improv comedy.
Kevin Wager, CFP®

Kevin Wager, CFP®

Financial Advisor

Kevin earned the Certified Financial Planner™ certification, awarded by the Certified Financial Planner Board of Standards, Inc and graduated with a degree in Economics from Villanova University.

Prior to joining HighTower, Kevin developed a strong investment background serving in a variety of roles with both The Haverford Trust Company and Vanguard.

Kevin lives in Conshohocken, PA with his wife Megan.  Kevin played baseball at Villanova where he was a 4 year starter, was named Big East academic All Star, and holds the school record for most base hits in a single game (6).  After graduating, Kevin accomplished a lifelong dream and played professional baseball for two seasons.  In his spare time, Kevin enjoys staying active, attending sporting events, and spending time with family and friends.  
 
Carol Waldmann

Carol Waldmann

Office Manager

Carol joined the Sarian Group in February of 2013. She has a BA in Communication Arts from Villanova University as well as an AS in Culinary Arts from Johnson and Wales University. She volunteers through her church, children’s schools and youth sports organizations. Also, in her spare time, she enjoys raising backyard chickens for fresh eggs. Carol lives in Malvern with her husband, Dave, and their three children.