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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!Learn more...
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In January 2010 Navigator Newsletters Mark Grimaldi, Chief Economist, accuratly predicted that the DOW jones Industrial Average...
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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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FIDELITY NAVIGATOR • NO-LOAD NAVIGATOR • SECTOR NAVIGATOR • MONEY NAVIGATOR |
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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. As the Publisher, I am proud to provide you with a newsletter that includes the market insights and fund picks of a Five Star money manager; we are grateful to have Mr. Grimaldi on our team. "Welcome" to our new subscribers and thank you for visiting the Navigator Newsletters web site. |
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- Mark A.
Grimaldi
- Joseph V.
Visconti
- John S.
Morgan
- Cheryl
Dulin
- Sheila
Pitz
- Sharon
Marshall
- Laura
Phillips
- Joshua
Brenner
Mark A. Grimaldi, Certified Fund Specialist
Chief Portfolio Manager |
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Mr. Grimaldi brings over 20 years of experience to his role as Chief Economist and Portfolio Manager of Navigator Newsletters. He has been managing model portfolios since 1993. 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 Handelman Company in New York City. 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 Financial Consultants in Poughkeepsie, NY. Mr. Grimaldi has been a portfolio manager since August 1, 1993. Mr. Grimaldi founded Navigator Money Management, Inc. in 1996. Navigator is an S.E.C. Registered Investment Advisor; the firm manages over $95 million for clients utilizing no-load mutual funds. In 1997 he earned the Certified Fund Specialist (CFS) designation. From March 1989 through October 2005, Mr. Grimaldi coordinated and taught securities licensing and investing strategies as an Adjunct Professor in Dutchess County, New York. As the lead manager of the Sector Rotation Fund, formerly known as Navigator Fund (NAVFX), Mr. Grimaldi's work was recognized by Morningstar as being in the top 1% of all Large Growth mutual funds for 2008. During his tenure, the fund’s Morningstar rating rose from one star to five stars, the highest rating. Mr. Grimaldi is a trusted economic advisor to Mr. Chris Gibson, United States Representative for New York's 20th Congressional District.
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Joseph V. Visconti, CLU, ChFC
Managing Editor |
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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 Charted Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) certifications from the American College. Mr. Visconti is registered with the SEC as Investment Advisor and is a principal in Navigator Money Management, Inc. 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 |
John S. Morgan
Publisher |
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Mr. Morgan is a Dean's List graduate of Union College with a Bachelor of Science degree in Industrial Economics. Mr. Morgan's focus includes working with high net worth clients and business pension plans; he is a licensed Life and Health Insurance agent. Additionally, he is Publisher of Suze Orman's The Money Navigator, Fidelity Navigator and No-Load Navigator—independent monthly mutual fund investors' newsletters that has been ranked #1 by Hulbert Financial Digest. His experience includes working for several mutual funds. Mr. Morgan is a leader of his local community, having served as the Chairman of the Board of Abilities First, Inc. and the Mid-Hudson Civic Center; he is also a past Board Member of the Dutchess County Regional Chamber of Commerce. John resides in Hopewell Junction with his wife and three children.
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Cheryl Dulin
Circulation Coordinator |
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Ms. Dulin holds a BS and MBA form Marist College in Poughkeepsie, New York. Prior to joining Navigator, she was with IBM for 12 years, and she held many management and staff positions focusing on finance and strategic planning. Cheryl works with private clients on establishing new accounts and incoming transfers, annual minimum required distributions, tax withholding and custodial account distributions. |
Sheila Pitz
Circulation Coordinator |
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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.
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Sharon Marshall
Assistant to the Publisher |
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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 |
Laura Phillips
Managing Editor |
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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.
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Joshua Brenner
Relationship Manager |
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Mr. Brenner served in the United States Navy from 2002 to 2006 as a SONAR Technician onboard the USS San Jacinto. While serving, Joshua found his passion for financial literacy. He discovered he and his fellow servicemen lacked fundamental education with their finances. After leaving the military he pursued a career in the financial services industry as a banker with Wells Fargo in Denver, Colorado. After two years of the banking industry Joshua became an independent financial planner for families and small business owners prior to joining Navigator Money Management, Inc. Currently Joshua is completing his Bachelor’s degree in Economics.
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