About us
Strength, clarity, and partnership designed to stand the test of time
Fortis Lux Finanical is a boutique financial services firm built on a simple belief: people often make better decisions when they can clearly see the path ahead. Every client works with a dedicated team who brings perspective, experience, and long-term guidance to each stage of life.
Bringing your financial life into focus
Fortis Lux was created with a clear intention: to make financial guidance feel coordinated, personal, and clear. Our role is to help clients gain a more complete view of their financial picture as one connected story shaped by their goals, values, and responsibilities.
Your financial professional leads every aspect of the relationship, supported by a broader team whose insights help strengthen each recommendation.
This approach allows us to serve individuals, families, and business owners with clarity, purpose, and consistency, especially as life grows more complex and decisions carry more weight.
Bringing perspective wherever you are
We serve clients across the country. Regardless of location, you can work directly with a dedicated financial professional who provides consistent guidance and a long-term perspective to support your financial decisions.
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Our principles
Clarity
We help clients visualize the full picture of their financial lives.
Confidence
We provide steady guidance backed by experience and proven results.
Commitment
We build enduring relationships through a long-term focus and care.
Leadership
Bringing our collective expertise to your service
Leadership at Fortis Lux means taking responsibility for outcomes, not just oversight. Our senior team works alongside your dedicated financial professional, bringing institutional depth alongside the personal connection that defines our boutique experience.
Felix Malitsky
CRPC®, CMFC®
President / Founding Partner
Jo Ann Burns
Chief Financial Officer
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Karmen Lai
Chief Operations Officer
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Victor Vyas
CFP®
Executive Vice President
Sunita Bajaj
MA
Managing Partner
John Salina
Managing Director
Tony Wong, MBA
MBA
Managing Director
Paul Wickham
Managing Director
Maurice Jackson
MBA, CPFA®
Director of Firm Supervision
William H. Horan IV
AIF®, CLU®
Director of Advisor Development
Joanna Anderson
MS
Director of Business Development
Susan Davis
CFP®, CPFA®
Agency Supervisory Officer
Linda Wong
CPFA®
Agency Supervisory Officer
Alyson Cohen
Associate Marketing Manager
Lori Epstein
Estate Planning Consultant
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Erick Garofolo
Digital Marketing Specialist
financial professionalS
Your future. Our focus.
Our financial professionals bring discipline to planning, patience to investing, and genuine care to every conversation. We know the best decisions are made with someone who understands your full financial picture.
Jeremiah Abramson
Financial Services Representative
Amir Asadi
Financial Advisor
Pedro Batista
Senior Vice President
Morey Becker
Financial Advisor
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Steven J. Bellon
CFP®
Financial Advisor
Robert Borkow
Financial Services Representative
Reginald Canal
President Sports & Entertainment Division
Julio Garcia Casco
Senior Vice President
Brandon Cohen
Financial Services Representative
Stephen Cohen
CFP®, JD
Executive Vice President
Douglas Collins
CFP®
Financial Planner
Kenneth Conway
Financial Advisor
Michael A. Davila
Financial Advisor
Matthew A. DelPriore
CFP®, MSFS
Director of Financial Planning
Gino DeVivo
Financial Services Representative
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Jason D. Doi
LUTCF®
Investment Adviser Representative
Ronnie Don
Financial Advisor
Joseph Duffy
Financial Planner
Charles Dweck
AIF®
Director of Retirement Services
Christopher Fields
MBA
Investment Advisor Representative
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William Fischer
CFP®
Financial Planner
Seth H. Frimere
MBA, RICP®
Financial Planner, Financial Advisor
Brian Gaine
Vice President
Mary Gendi
Financial Services Representative
Andrew Goldner
CFP®, MBA
Investment Advisor Representative
Eric Goldsmith
Senior Vice President | Financial Planner
Kenneth M. Gross
Investment Advisor Representative
Paul C. Hashim
Investment Advisor Representative
Aryan Hedge
Financial Service Representative
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Tevin Hodge
Investment Advisor Representative
Michael Huddles
Financial Services Representative
Kate Hudson
Financial Services Representative
Joshua Kassin
Financial Services Representative
John Keohane
Financial Services Representative
Jason Klein
CFP®
Financial Planner
Jaime Kobin
Financial Advisor
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Edward Kovac
Investment Advisor Representative
Philip LaRusso
Associate Director of Financial Planning
Mikhail Leyon
SVP of Wealth Management
Lance Lichorat
CRPC®
Investment Advisor Representative
Jeffrey Loiselle
CLU®
Investment Advisor Representative
Michael Luftman
ChFC, CASL®
EVP, Head of Wealth Management
Robert V. Malitsky
Financial Planner
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Mikhail Mikhail
Investment Adviser Representative
Corey Miller
Financial Planner
Ralph Mizrahi
Financial Services Representative
Michael J. Modica
CHFC®
Financial Planner
Hendry Nurjadi
Financial Advisor
Anita Ong
Financial Adviser | Registered Representative
Peter C. Paizis
LUTCF®
Investment Advisor Representative
Nilay Patel
Investment Registered Representative
Frank J. Petrocelli, III
Financial Planner, Financial Advisor
Justin Picone
Financial Services Representative
Patrick Pilla
Investment Advisor Representative
Sanjay Prasad
CFP®
Executive Vice President
Balaji Sathrugnan
SVP | Director of South Asian Markets
Caren Sgarlato
Financial Planner
Elizabeth Tanaka
Financial Services Representative
Paul Triano
Financial Planner
Herve Vixamar
Financial Advisor, Financial Planner
Kenneth Weiss
JD, CFP®
Financial Planner
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Guidance strengthened through partnership
Fortis Lux is structured to provide financial professionals with access to tools and insight designed to support thoughtful and consistent client service. We also work alongside carefully selected partners whose values align with ours, so that the strategies we discuss are supported by insight, integrity and specialized experience.
Built for people who expect more
We aim to provide greater clarify as financial situations become more complex, and support thoughtful decision making when it matters most. Our approach is centered on long-term relationships and a disciplined process. This is the foundation of Fortis Lux: a premium advisory experience designed to support your financial journey with purpose and a long-term perspective.
