Support Staff

Support Staff

Brittany Feller

Director of Client Services

Brittany joined Egidio Assante Wealth Management in February of 2013. She is the Director of Client Services and Executive Assistant to Mark Egidio.

 

After attending Southern Connecticut State University and completing a rigorous 5-year program, she graduated in May of 2011 with three bachelor’s degrees in Elementary Education, Special Education and a Liberal Studies degree in Sociology and Psychology.

 

Brittany’s role at EAWM includes a wide variety of responsibilities including overseeing and organizing client service procedures and models, preparations for meetings, prompt and concise follow-up for post-meeting actions, as well as ensuring sensitive portfolio details are kept secure, accurate and up to date.

 

Her greatest pleasure comes from spending time with her loved ones, family and friends, and her rescued pup, Elle.  She also enjoys traveling, hiking, giving back to the community, advocating for animal rights, and spending as much of her spare time outdoors.

 

“When people go to work, they shouldn't have to leave their hearts at home.”— Betty Bender

 

 

 

Rachel Puleo

Senior Client Service Associate

Rachel graduated from Central Connecticut State University in the spring of 2012 with a bachelor’s degree in business management. She previously worked at a plumbing manufacturing company in Newington in the purchasing and logistics department.

Rachel and her husband, Michael, were married in 2015 and reside in Southington. In her free time, she enjoys staying fit and active. Some of her favorite activities are rollerblading and going to the gym. She also enjoys organizing, interior decorating, and spending as much time as she can with her family.

Sandy Macioce

Bookkeeper

Sandy joined Egidio Assante Wealth Management in August 2005. In her role as bookkeeper, she brings invaluable accounting experience along with efficiency and organization. Her friendly hello and warm smile will greet you as you come in or call the office.

Born and raised in Sandusky, Ohio, Sandy has been a lifelong Ohio State Buckeye fan! She lives in Southington with her rescue dog, Bucky. She has 4 children and 11 grandchildren.

Sandy is passionate about her family and watching sports. Most weekends will find her in the stands rooting for her grandkids as they participate in their activities.

Joanne Daley

Director of Communications

Joanne joined Egidio Assante Wealth Management in 2013.

She is responsible for all marketing and public relations activities, as well as client appreciation events, community events,  and workshops.  She maintains all of the marketing materials, website, sponsorships, and advertising for the firm.  

Joanne attended Southern Connecticut State University and obtained a degree in psychology.

Joanne lives in Watertown with her husband, Tom, and their three daughters: Alex, Brianna, and Erika. She loves spending time with her family and friends, enjoys cooking, gardening, and walking her precious Cavalier King Charles (Bailey).

Kaitlyn Creem

Senior Client Service Associate

Kaitlyn joined Egidio Assante Wealth Management in August 2015.  She works as a Senior Client Service Associate to Anthony Assante. She obtained a degree in hospitality management in 2012 and spent several years in the hotel industry.

Kaitlyn resides in Middlebury with her 5yr old son, Thomas and enjoys spending time with family and friends.

Growing up in Monroe on her family’s horse farm, Kaitlyn and her sister traveled and showed horses competitively for 6 years. Kaitlyn also enjoys cooking/baking and traveling, but most of all she loves being a mom and spending quality with her son.

 

Kerry Walsh

Client Service Associate

Kerry joined Egidio Assante Wealth Management in August 2017 as an administrative assistant to Jessica Espada. She obtained a degree in Marketing and Corporate Communications in 1998 from Roger Williams University. She has spent the last 10 years as a Corporate Event Planner. She now works with Jessica on helping new clients develop individualized long-term financial plans. 

Kerry resides in Cheshire with her 3 children, Samantha, Brady and Marissa, and her two dogs Casey and Khloe. She is originally from Brookline, MA and is at her happiest spending time at her family’s summer beach house in Cape Cod. She enjoys traveling, outdoor activities and spin class, but most of all, she loves spending time with her family and friends.

David Orosz

Client Service Associate

Dave is an Administrative Assistant with Egidio Assante Wealth Management. Dave’s background is Operations and Client Service based, having worked in the CT Investment Banking and Insurance industries for such companies as Citigroup, The Travelers, and MassMutual. Dave has a Bachelor of Sciences degree in Business Economics from SCSU of New Haven, CT.

 

Dave is the proud father of two children, Hannah & Kyle. In his spare time, he enjoys being with his family and friends, attending concerts, and traveling.

 

Kim Hillman

Client Service Associate

Kim Is an Administrative Assistant with Egidio Assante Wealth Management.  Kim graduated from Colby-Sawyer College in New London, NH with a B.S. in Child Study.

 

She is a certified teacher for Preschool & Elementary Education. With a creative hand and mind, her hobbies include scrapbooking and papercrafts.

 

Kim is usually found spending time with her fur-baby, Nina, an adorable Japanese Chin.

 

Sally Novak Janin

Client Service Associate

Sally joined Egidio Assante Wealth Management in January 2018 as an Administrative Assistant to John Grosso and Paul Brenner. She has a B.A. in Slavic Studies from Boston College and a J.D. from The George Washington University. She stopped practicing law many years ago to spend more time with her family.  She enjoys reading, writing about what she’s read, and playing golf.

 

She lives in Middlebury with her two children, seven geckos, and more books than she actually has room for.

Julia Milewski

Client Service Associate

Julia joined the Egidio Assante Wealth Management team in May 2018. She graduated from Southern CT State University in 2011 with a bachelor’s degree in psychology and has previously worked in the social work field as well as in human resources.

Julia resides in North Haven and enjoys spending time with her family and friends. She is also an avid reader, has a fond passion for music and is a keen advocate for the mental health community. 

Melodie Hudak

Client Service Associate

Melodie is an Administrative Assistant to Anthony Assante. She has 23 years experience in the financial services industry holding positions from a Licensed Associate Planner to a Pension Consultant.  Melodie has a strong expertise in the non-profit and government markets. Her strong organizational and interpersonal skills make her a valuable member of Anthony’s team.

In her spare time, Melodie likes gardening, hiking, reading, and flower arranging but she is happiest when she is in her kitchen cooking for friends and family, sipping wine and enjoying good conversation.