Our Team

BrokerageSelect is more than a securities brokerage, it is a boutique wealth management firm founded by investors. We offer to our clients the highest degree of service, attention and care. Our experience, our knowledge, our range of services and our dedication are what sets us apart.

Ian J. Green
CEO & Principal
Separately Managed Accounts
Securities Brokerage
Mutual Funds

Kevin J. Donnelly
Financial Planner
Securities Broker
Mutual Funds
Life/Health Insurance
Variable and Fixed Annuities
401K Specialist
Retirement Plans

Paul J. Squassi
401K Specialist

Judy Mezzone
Mutual Funds

Supporting all our efforts is Pershing LLC, our custodian and clearing firm. With $900 billion in client accounts, Pershing is the world’s leading clearing firm. Pershing holds all our client assets, mails statements and trade confirmations, executes client trades and provides our on-line systems. As a division of The Bank of New York, Pershing gives us access to the trust, loan and mortgage capabilities of The Bank.