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Barbara 104

A team approach

Our people collaborate to deliver highly personalized service to you.

Oksana Kavka
Client Relationship Specialist
Peter O’Neill
Wealth Advisor
David Pettit
Wealth Advisor

Barbara Bilello

Partner and Wealth Advisor

Barbara Bilello is a Partner and Wealth Advisor specializing in providing tailored services and advice designed to help to meet the financial objectives of high-net worth-clients and their families.  She partners with her clients in order to define and pursue their unique wealth management priorities.

Barbara offers customized strategies crafted to meet the demands of significant wealth, not only for the current generation, but for successive generations as well. She provides a comprehensive, balance sheet management approach, naturally intertwining the roles of investment management with trust and estate planning.

Barbara began her financial services career in 1994 and has since worked at Goldman, Sachs & Co. and U.S. Trust. She earned her B.A. from Providence College in Rhode Island. Barbara and her family split their time between Williamsburg, Brooklyn and Asbury Park, New Jersey. Barbara is an active volunteer for the Northern New Jersey chapter of the Pancreatic Cancer Action Network.

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