Meet the team

Operations

The operations staff at Firstrust Financial Resources are the backbone of the organization, ensuring smooth transactions and efficient processes. They handle tasks such as trade settlement, account maintenance, and regulatory compliance with precision and attention to detail. Their diligence helps maintain the integrity and reliability of the company's operations, crucial for delivering quality services to clients and stakeholders.


Russel Colosi
VP, Head of Operations & Finance

David Brain
Advanced Insurance Strategies

James Frank
Financial & Wealth Transfer Planning
CA License #0E45795
Lisa Barbieri
Client Services Analyst

Nancy Capuano
Client Services Analyst

Christina DiEgidio
Executive Assistant

Steph Gajari
Executive Assistant

Sheena Garetson
Client Services & New Talent Coordinator
Madison Lane
Executive Assistant
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Lori Niederland
Client Services Analyst
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Erin Villari
Client Services Analyst
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Erin Wenzel
Executive Assistant

Alison Watson
Executive Assistant, The Manchester Group‍‍‍