Mark A. Grimaldi, Certified Fund Specialist
Chief Portfolio Manager
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 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 Prestige Asset Management Services, Inc. in 1996. Prestige is an S.E.C. Registered Investment Advisor; the firm manages over $80 million for clients utilizing no-load mutual funds. 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 the Chief Portfolio Manager of the Navigator Newsletters. Mr. Grimaldi resides in Hyde Park, New York with his wife and three children.
Joseph V. Visconti, CLU, ChFC
Managing Editor
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. 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
Mr. Morgan is a Dean’s List graduate of Union College (Schenectady, NY) with a Bachelor of Science degree in Industrial Economics. He leads the team that publishes the four Navigator Newsletters, is the Portfolio Manager for the Sector Navigator and writes the Navigator Weekly Commentary. As Vice President - Client Relations at Prestige Asset Management, he specializes in working with private clients on reaching their financial goals. He serves as the Relationship Manager for Navigator subscribers that are Prestige clients. Mr. Morgan’s focus includes individual investors and business pension and benefit plans; he is a licensed Life and Health Insurance agent. Mr. Morgan serves as the President of the Mid-Hudson Civic Center Board of Directors. He is also the Vice President of the Board of Directors of REHAB Programs and is also on the Board of the Poughkeepsie Area Chamber of Commerce. John resides in Hopewell Junction, New York with his wife and two children.
Paul M. Frank
Contributing Writer, Portfolio Review Consultant
Mr. Frank was born in 1962 in Quebec, Canada. His formal education includes a B.A. in History and Economics from Drew University. Mr. Frank also completed a Master's Degree in Finance from Fordham University Graduate School of Business Administration in 1992. After completing his Master's Degree, Mr. Frank joined Signalert, a registered investment advisor, and worked as an analyst and trader. In 1993, Mr. Frank started Aviemore Asset Management and has been managing assets since that time. The Advisor serves as investment advisor to individuals, trusts, and retirement plans.
Joan Aveni
Circulation Supervisor
Ms. Aveni handles the circulation and subscription administration for Navigator Newsletters. Joan’s diverse business career includes experience in employment relations, accounting, marketing and advertising. She resides in Poughkeepsie, New York.
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