Team
Greg Makowski is a founder and Managing Member of CFS Investment Advisory Services, L.L.C. According to Bloomberg magazine, CFS is one of the top independent wealth managers in the U.S. Greg graduated from William Paterson College in...
I Fix Broken Retirement Plans.TM Harris Nydick is a founding partner and Managing Member of CFS Investment Advisory Services, L.L.C. and is a Registered Investment Advisor. He has been advising institutions, retirement plans, high net...
Bob Jaffe joined CFS Investment Advisory Services in 1999 as Managing Director. He is an Accredited Investment Fiduciary (AIF®) and an Accredited Asset Management Specialist (AAMS®). For more than 27 years Bob has advised high net...
Christina Leavy joined CFS Investment Advisory Services, L.L.C. in July 1991. In addition to managing the daily operations of the firm, she serves as liaison to our individual investor base, ensuring that our clients receive...
John Bartlett joined CFS Investment Advisory Services, L.L.C. in 2012 after spending a year as an intern while attending Rutgers University. John received his BA in Finance from Rutgers in 2012. John is involved in all areas of CFS,...
Growing up surrounded by her father’s passion and love for CFS Investment Advisory Services, L.L.C., Alexandra always knew she wanted to join the CFS team. After graduating Marist College with a Business Administration degree...
Julio Fiallos, MBA
Financial Services Analyst
Julio Fiallos joined CFS Investment Advisory Services, L.L.C. in June 2016. He received his BA from Rutgers University in 2009 and his MBA, with a concentration in Accounting, from Montclair State University in 2012. Julio started his...