Our Team

Our associates are indispensable to our goal of providing clients with superior service and guidance. We look forward to serving your financial needs.

Greg Romatzick

Registered Private Client Assistant

gromatzick@janney.com

tel: (203) 662-6365

fax: (203) 655-9712

Greg is the newest member of the Beringer Weinstock Group. As a Registered Private Client Assistant, Greg is an integral part of the Group’s practice. Using his previous industry experience, he aids in portfolio construction, monitoring client portfolios and gathering information for clients’ financial plans.  Greg holds a bachelor of science in Finance from Fairfield University. He also holds his FINRA Series 7 and 66 securities licenses. Prior to joining Janney, he worked at Merrill Lynch for 5 years.

Yakima (Kim) Welfare

Private Client Assistant

ywelfare@janney.com

tel: (203) 662-6363

fax: (203) 655-9712

With nearly 10 years of experience in the financial services industry, Kim L. Welfare joined the Beringer Weinstock Group in 2007 as a Private Client Assistant. She began her career at Janney in 2000 as a wire operator and cashier, going on to explore other opportunities in banking and operations with the Bank of New Canaan and Oppenheimer & Co. before returning to Janney in 2006.

As often the first point of contact for many clients, Kim is responsible for managing the details and administration of accounts, as well as responding to client questions and concerns in a prompt and courteous manner. Always available to assist clients, her experience, professionalism and knowledge of the industry make her a knowlegeable and reliable resource for the other members of the Group and their clients.

Providing the highest level in client service, her attention to detail, along with her commitment to building and maintaining client relationships, helps to provide a smooth investment experience for the Group's clients.