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'I don't know what I would do without my Navigator'

Mike Lewis, Grand Haven, MI

Fidelity Navigator subscriber since 2003

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Better Business
 
NEWSLETTER RESULTS
All four of our Newsletters have a long track record of beating the markets. But don't take our word for it. Check out our results for yourself!
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MARK GRIMALDI PREDICTS
1,000 POINT DROP

In January 2010 Navigator Newsletters Mark Grimaldi, Chief Economist, accuratly predicted that the DOW jones Industrial Average...
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AUTO PILOT
The Navigator Auto Pilot is a program designed to make managing your investment accounts simple and care free while producing the results you want.
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About Navigator Newsletters

The Navigator team publishes four monthly newsletters for sophisticated no-load mutual fund investors around the world. The newsletters include Mark A. Grimaldi's outlook on the markets and the economy, "From the Crow's Nest," model portfolios that beat the markets and are rated an "A" for clarity by Hulbert's Financial Digest plus rankings of funds from the top no-load mutual fund families. "Welcome" to our new subscribers and thank you for visiting the Navigator Newsletters web site.

 
The Navigator Team
  • Mark A.
    Grimaldi
  • Joseph V.
    Visconti
  • Sharon
    Marshall
  • Jorden
    Mentry
  • Laura
    Phillips
  • Sheila
    Pitz
  • CaSaundra
    Wu

Mark A. Grimaldi, Certified Fund Specialist
Chief Portfolio Manager

Mark Grimaldi Mr. Grimaldi graduated Albany State University in 1985 with a BA degree in Economics. His career in money management began as an Investment Coordinator at Meyer Handleman Company in NY. After two years, he joined Prime Financial Services as Director of Operations. In 1992, Mr. Grimaldi accepted a position as Manager, Securities Operations at Marshall & Sterling Consultants in Poughkeepsie, NY. Mr. Grimaldi has been a portfolio manager since August 1, 1993. In 1997, he earned the Certified Fund Specialist (CFS) designation. Since March of 1989, Mr. Grimaldi has coordinated and taught securities training classes at Dutchess Community College, Poughkeepsie, New York. In 2004, Mr. Grimaldi became Chief Portolio Manager of the Navigator Newsletters. On January 1, 2008, Mr. Grimaldi became Co-Manager of the Navigator Fund (NAVFX). On January 1, 2010, Mr. Grimaldi assumed the role of Chief Economist and Money Manager of the Sector Rotation Fund, (formerly known as the Navigator Fund) (NAVFX). January 2011 Mr. Grimaldi formed a strategic partnership with Suze Orman of CNBC TV. Mark and Suze created a new and exciting newsletter called The Money Navigator. Mr. Grimaldi acts as Chief Portfolio Manager and Economist on this new joint venture.

Joseph V. Visconti, CLU, ChFC
Principal

Joseph V. Visconti Since 1973, Mr. Visconti has been professionally advising clients concerning investments and insurance. A 1972 graduate of Bradley University with a BS degree, Mr. Visconti has continued his education and has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College. Mr. Visconti is registered with the SEC as an Investment Advisor. His active membership in the Society of Financial Services Professional and National Association of Insurance and Financial Advisors keeps him current in the ever-changing investment and insurance markets. Mr. Visconti resides in Cornwall, New York, with his wife and two daughters.

Sharon Marshall
Assistant to the Publisher

Sharon Marshall

Ms. Marshall manages the mail room operation, subscriber requests and email notifications. Her secretarial career includes experience at Verizon and IBM. She resides in Wappingers Falls, New York

Jordan Mentry, Certified Fund Specialist
Relationship Manager

Jorden Mentry Mr. Mentry is a 2009 graduate of the State University of New York at Geneseo. He graduated Cum Laude and received a Bachelor of Science in Business Administration. Prior to joining Navigator Money Management, Inc., he worked in sales and finance in his hometown of Watertown, New York. Mr. Mentry earned his Certified Fund Specialist designation in September 2012.

Jordan currently resides in New Paltz, New York. He is most interested in portfolio management.

Laura Phillips, Certified Fund Specialist
Publisher

Laura Phillips Ms. Phillips is a 2011 graduate of Skidmore College in Saratoga Springs, New York. She graduated Magna Cum Laude and received a Bachelor of Arts degree with honors in both her majors of Economics and Italian Studies. Laura currently resides in Poughkeepsie, New York.

Sheila Pitz
Circulation Coordinator

Joshua Brenner Ms. Pitz has more than 20 years of finance and accounting experience. Immediately prior to joining Navigator Money Management, Inc., Sheila was with Independent Financial Marketing Group (IFMG), where she was the Supervisor of the Sales Reporting team, which provided reporting to executive management, financial institution management and financial consultants on a wide range of financial tools and investment strategies. Sheila's experience also includes work as an Accounting Clerk and an Accounts Payable Specialist with Fuji Photo Film, USA. Ms. Pitz attended York College of Pennsylvania.

CaSaundra Wu, Certified Fund Specialist
Relationship Manager

Casaundra Wu

Ms. Wu is a 2010 graduate of New York University. She graduated with honors and received a Bachelor of Arts in Economics. Prior to joining Navigator Money Management, Inc. she was a senior account manager at a commodities brokerage firm in Westchester, NY. Cassie’s current responsibilities include working on financial plans and assisting clients with their account. Ms. Wu earned her Certified Fund Specialist designation in October 2012. She is most interested in macroeconomics.