Russell J. Carpentieri has over 34 years of experience in the Health/Welfare industry. He is the co-founder of Opus Private Client, LLC, and Opus Advisory Group, LLC.

Russell manages the life insurance, retirement, and healthcare practices within each entity. His clients represent various industries including finance, private equity, retail, real estate, healthcare, entertainment, and professional services.

A believer in continuous professional development, Russell is an active member of the American Association of Life Underwriters, National Association of Health Underwriters,  J.P Morgan, and Westchester County Blue Ribbon Task Force for NYS healthcare. As well, he spends time guest lecturing for numerous private equities, CFO and real estate symposiums, and insurance carrier conferences. 

Russell also cares deeply about his community. In fact, he is a founding member of the Make-a-Wish Foundation’s Westchester Chapter. In addition to serving on the Syracuse University Athletic Board and National Football Foundation Board, Russell enjoys being involved in the American Heart Association, 21st Century Board of White Plains Hospital, and the Pajama Program at Turtle Bay Music School in New York City. 

After graduating from Syracuse University’s management and finance program in 1983, Russell joined the New York Jets Football Club for two seasons as a Special Teams player. 

Russell lives in Juno Beach, FL, with his wife, Suzanne. They have four children: Stefan, Nikolas, Maia, and Sophia.

Contact Russ  914-825-1021 rcarpentieri@opus-pc.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. The title Managing Partner does not imply actual ownership in an entity formed as a Partnership. This title has been conferred solely for those with managerial responsibilities and an ownership interest within the organization. CA Insurance License #0C72511

Michael A. Perry has over 40 years of experience in the insurance industry. He is the co-founder of Opus Private Client, LLC, and Opus Advisory Group, LLC, where he aided in the development of a proprietary data aggregation and planning platform for individuals, entrepreneurs, and corporate executives.

Michael has distinguished himself by skillfully identifying, developing, and assessing strategies that help clients efficiently and effectively accumulate, protect, and distribute their wealth.

Early in his career, Michael focused on retirement planning for small to midsized businesses. That knowledge base led to sophisticated financial, retirement, and estate planning activity with a focus on the design and strategic solutions for annuities as well as life, disability, and long-term care insurance programs.

Michael has been an active member of the American Society of Pension Professionals & Actuaries and the Estate Planning Council of Westchester County, and he serves on boards and committees of several other professional organizations.

Acting on a desire to serve charitable organizations, Michael co-founded Opus Foundation, which has gifted hundreds of thousands of dollars to help children in need. He has also served on the board of directors and committees of numerous charities including American Red Cross, United Way, Foundation for California University (alma mater), the board of presidential advisors at California University, National Football Foundation, and the College Football Hall of Fame.

Michael graduated from California University of Pennsylvania with a Bachelor of Science in education. His experiences and interests in the world of finance as a naval aviator, United Airlines captain, a buyer of nuclear power plant equipment for the U.S. Navy, and real estate entrepreneur have all contributed to him bringing added value to his clients.

Michael is an avid golfer, traveler, and reader of fictional series by authors like Vince Flynn and non-fiction books about military history.

Adam Rolewicz, managing partner of Opus Private Client, LLC, has been helping individuals and families improve their financial futures for over 18 years.  

Adam uses a consultative approach to educate and empower his clients to make decisions and develop a smooth, actionable plan forward. Using his background in physics and mathematics, Adam loves applying his problem-solving skills to improve financial outcomes. 

Very early in his career, Adam had the unique opportunity to mentor under several highly established advisors.  In this role, he was responsible for deconstructing many complex financial products and strategies and then communicating the details in an easily understood format. This in-depth technical experience gave Adam a rare and practical knowledge base that continues to benefit his clients today.  

By focusing on mathematically verifiable strategies without losing sight of the emotional relationship people have with their wealth, Adam plays an objective, but very supportive, role in his clients’ lives.  Over the years, he has helped over 1,000 families and businesses.  

Adam joined Opus in 2001 after graduating from Colby College in Waterville, Maine, with a major in physics. He also played football throughout college and understands the critical importance of being part of a team you can rely on. 

Coming full circle, Adam is now an active mentor to newer Opus Private Client, LLC, associates and shares his knowledge freely. Adam holds a Series 6, 7, 63, and 65 FINRA registration.

He lives with this wife, Heidi, and their two children in Ridgefield, Connecticut, where they enjoy an active lifestyle and all the fun challenges of raising two busy children. Adam spends downtime in his woodshop and playing with his kids.

Contact Adam 914-825-1027 arolewicz@opus-pc.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. The title Managing Partner does not imply actual ownership in an entity formed as a Partnership. This title has been conferred solely for those with managerial responsibilities and an ownership interest within the organization. CA Insurance License #0E52827

Iván Watanabe is a Managing Partner of Opus Private Client, LLC in the New York office. He joined Opus in 2013, after working in Boston for five years as a financial associate. During his time at Opus, Iván quickly established himself as a leader and an asset to the team, and he became a managing partner in 2018.

Iván is a graduate of the College of the Holy Cross with a bachelor’s degree in political science and Spanish literature and brings a unique blend of analytical and holistic thinking to each of his clients. Iván’s expertise is in asset protection, wealth accumulation, and wealth distribution strategies. His vast knowledge and rich experience in the finance industry earned him one of the most prestigious industry awards, the President’s Council Award in 2018.  

The son of a Venezuelan mother and a Japanese father, Iván enjoys working with families of diverse backgrounds; he is particularly sensitive to and appreciative of the nuances that come with various cultures in the context of planning for the future. His contributions to the Latino business community have been recognized on a national stage, and he was voted one of El Mundo Magazine’s Latino 30 Under 30 in 2016*. Iván is also a former board member of the New York chapter of the Association of Latino Professionals For America (ALPFA), and he remains an active corporate liaison to help advance the success of Latino professionals. He is an active member of his alma mater’s Bishop Healy Committee, which aims to support underrepresented students pursuing an education at Holy Cross. In 2018, Iván received the HCAA Young Alumni Leadership Award*, acknowledging his outstanding service to Holy Cross.

He and his wife are residents of Westchester. He spends his free time playing basketball, golf, and cheering for his favorite sports teams, the Boston Celtics, Boston Red Sox, and Miami Dolphins.

Contact Iván 914-215-1441 iwatanabe@opus-pc.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. The title Managing Partner does not imply actual ownership in an entity formed as a Partnership. This title has been conferred solely for those with managerial responsibilities and an ownership interest within the organization. CA Insurance License #0H44206

*Awards not issued or endorsed by Guardian or its subsidiaries.

Alejandro Azuaje is an associate and investment specialist at Opus Private Client, LLC. After graduating from college, Alejandro entered the financial planning industry. He joined Opus in 2017 and is elated to be working for a team that believes in holistic planning and executes its recommendations with efficiency and ease. Alejandro's specialties are in financial planning analysis, financial modeling, and equity investments. He is a Westchester native from Purchase, NY, and an Alumnus of New York University with a bachelor's degree in computer science.

Contact Alejandro 914-825-1028 aazuaje@opus-pc.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian.

Stefan Carpentieri is a benefits consultant at Opus Private Client, LLC in the New York Office.  Before joining Opus in 2015, he worked at Automatic Data Processing for three years as a district manager in the sales division where he became proficient in HRIS systems, PEOs, and payroll processing for the small to middle market.

At Opus, Stefan specializes in employee and executive benefits for the private and non-profit sector. He works closely with his clients and provides value in the form of cost reduction strategies, renewal and carrier negotiations, compliance, plan-design analysis, and account management. Stefan also works closely with the executives of each organization to ensure that their personal planning and risk management is aligned with the corporate benefit offerings.

Stefan graduated with a Bachelor of Arts  from Syracuse University in 2013, where he played Lacrosse and was a four-year letterman.

Stefan currently holds his Life, Accident & Health Insurance Agent/Broker license.

Contact Stefan 914-798-1059  scarpentieri@opus-pc.com

Sam joined Opus from Strategies for Wealth where he has been devoted to bringing clients clarity and a sense of preparedness when it comes to their futures. His main focus is helping individuals and families secure all they’ve worked hard for and guiding them through growing their assets from a place of confidence.

After receiving his B.S. in Finance and Marketing from Lehigh University in 2015, Sam volunteered as a paratrooper in the Israel Defense Forces (IDF) and now resides in Williamsburg, working out of our NYC office.

Outside of helping others protect and plan for their future, Sam enjoys playing ice hockey, snowboarding, hiking, trying new restaurants around the city, and going to concerts.

Individual/Family Services:

• Savings Coaching
• Retirement Strategies
• Estate Planning
• Wealth Creation and Protection

Business Services:

• Buy-Sell Agreements
• Group Benefits
• Business Succession Strategies
• Financial Wellness Programs & Coaching

Community & Professional Organizations:

• Rye Country Day School Alumni Network
• Guiding Eyes for the Blind
• Friends of the IDF
• Community Food Delivery (East Village)

Contact Sam 212-701-2544 sgordon@opus-pc.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. OPUS PRIVATE CLIENT, LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 4097725

Jennie Gustafson joined the Opus team in September 2020 to support Managing Partner Iván Watanabe. She holds a BFA from Wright State University & has been in the insurance industry since 2006. Most of her free time is spent running after her toddler. Outside of that, Jennie loves traveling, movies, concerts, Broadway shows, biking, reading, yoga, & eating BBQ with her husband.

Cheryl Loving has been in the insurance industry since 2004 and with Opus specifically since 2017. Cheryl oversees the entire insurance underwriting process from application to implementation. She has a passion for simplifying the process and delivering the best underwriting outcome possible. Cheryl lives in New York with her husband and two daughters. She is an avid reader and holds a degree in psychology.

Contact Cheryl 914-825-1030 cbloving@opus-pc.com

As a former publisher and corporate executive, Lou and his family have experienced the value of this firm's uncommon approach to comprehensive financial planning. Lou’s goal at Opus Private Client, LLC is to introduce his clients to that same personal CFO philosophy and help organize and design strategies to meet their individual goals. Although no one can predict the future, the team, coupled with Lou’s strong knowledge of the marketplace, allows for objective analysis and creative strategies for his clients.

Lou believes that his unsurpassed relationship skills help him build and maintain a valuable place in his clients’ lives. He has been recognized within the industry for the quality of his planning as well as for the success he achieved during his transition into financial services.

Lou is a husband of 35+ years and has two sons. He also shares his home with two English bulldogs. In his leisure time, Lou enjoys fishing, golfing, and traveling to enjoy both of those pastimes.

Contact Louis 914-215-1443 lmohn@opus-pc.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. The title Partner does not imply actual ownership in an entity formed as a Partnership. This title has been conferred solely for those with managerial responsibilities and an ownership interest within the organization. CA Insurance License #0H32787

George has a very unique background and work history. Broad, diverse, and driven by integrity and strong family values, his experiences create the perfect foundation for teaming up with clients to protect, build, and enjoy their financial world.

George puts a strong emphasis on family. His parents and grandparents ran a very successful flower business with several locations in Westchester County, in addition to owning and managing commercial and residential real estate. From a young age, George was taught that compassion, good customer service, and a strong work ethic were key components to the longevity of a business.

Serving in the United States Army for four years, George earned multiple Army Achievement Medals and Army Commendation Medals for outstanding service and contribution during deployments. After his time in the army, George received a degree from Pace University with honors while working full time. Within a few years, he and his brother partnered to buy the family business, modernize it, and expand it. They would come to be recognized as one of the leading floral companies in the U.S. by Florists’ Transworld Delivery (FTD), providing George the opportunity to participate in the bell ringing on the New York Stock Exchange for FTD on Feb. 14, 2008.

George credits his significant business success to his strong work ethic and desire to learn— two qualities that have helped him earn several leadership awards. George’s interest in real estate contributes to his ability to help clients diversify their holdings.

George is married with four children, two dogs, and a bunny. He and his wife live in Pleasantville, NY. They are huge lovers of food and culture and enjoy traveling and entertaining at their home.

Contact George 914-481-8149 gpapa@opus-pc.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.   The title Partner does not imply actual ownership in an entity formed as a Partnership. This title has been conferred solely for those with managerial responsibilities and an ownership interest within the organization.

Robert P. Pruett has been a wealth advisor with Opus Private Client, LLC for 14 years performing planning for high-net-worth individuals, families, and business owners. Rob uses leading-edge advanced personal planning techniques to protect and maximize each client’s wealth, retirement, and estate plans.

Robert also consults with 50-to-800-person firms to deliver high-value corporate benefit programs, with a special focus on delivering healthcare savings of 10-15% or more through Opus's proprietary reimbursement program offering.

His specialties include asset management, institutional investing, tax planning, life insurance, disability, annuities and long-term care insurance, corporate benefit programs, executive benefit programs, retirement and estate planning, and legacy and charitable planning.

He received the Five Star Wealth Manager Award* in 2012, 2013, 2014, 2015, and 2016. Recognized in Westchester Magazine, this award is based on peer reviews, client retention rates, and a favorable regulatory and compliance history. The selection committee recognizes less than 3% of eligible wealth advisors.

Rob is a graduate of Babson College’s Franklin W. Olin Graduate School of Business, where he specialized in executive marketing and management and marketing.

Contact Robert 914-825-1011 rpruett@opus-pc.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. The title Partner does not imply actual ownership in an entity formed as a Partnership. This title has been conferred solely for those with managerial responsibilities and an ownership interest within the organization. CA Insurance License 0I88914.

*Awards not issued or endorsed by Guardian or its subsidiaries.

Luis Román is a Financial Representative with Opus Private Client, LLC in the Boston office. Luis joined Opus after 15 years in asset management working in quantitative finance and investment risk management. He started his career in finance as a quantitative analyst building pricing, relative value, and risk models. He then transitioned to manage the investment risk in fixed income, equities, multi asset and alternatives portfolios for large institutions, corporations, and pension funds.

Prior to his career in investments, Luis held professorships positions at the University of California in Irvine, and Worcester Polytechnic Institute. He earned a master’s degree in applied mathematics from the University of Chicago and a doctorate degree in applied mathematics from the University of Minnesota.

In 2020, Luis had the opportunity to help dozens of small business owners with strategies to pivot, stabilize, or grow their businesses during the pandemic. During that experience he realized that helping small business owners was intrinsically connected to the owners personal and family financial goals. His holistic approach quickly earned him the trust and confidence of his clients resulting in strategies finely tuned with client’s objectives.

He soon realized his passion was helping people and making a positive impact on their lives using his personal background and experience - a unique blend of financial and analytical knowledge, and interpersonal skills - as a financial advisor.

Now, as a member of the Opus team, he will focus on asset protection, wealth accumulation, and wealth distributions strategies.

He lives in South Boston with his wife and two pets. In his spare time, Luis enjoys practicing meditation and mindfulness, running, and outdoor activities.

Contact Luis 914-825-1016 lroman@opus-pc.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian.

Zach Rolewicz has been a team member at Opus Private Client, LLC since November 2015, after graduating from Texas A&M University with a bachelor’s and master’s degree in environmental science. He wears many hats around the office but primarily helps analyze financial data with financial representatives to create prospective client reports and reviews. Zach is also responsible for managing existing clients’ service needs.

Contact Zachary 914-825-1027 zrolewicz@opus-pc.com

James Ryan is a specialist in the executive disability and long-term care insurance market and has expertise in managing corporate Medicare consulting programs. His clients include some of the largest investment banks and law firms in the country. He entered the insurance business in 1995.

Prior to joining Opus Private Client, LLC in 2012, Jim served as the president of Lenox Long-Term Care, a division of Lenox Advisors in New York City, for over ten years. In the area of long-erm care planning, Jim has been quoted in publications such as “AARP The Magazine” and “The Wall Street Journal.”

As a specialist in the corporate disability market, Jim has led the nation in multi-life disability sales with The Guardian Life Insurance Company of America. He also manages numerous high limit disability programs for corporate clients who have executives with incomes in excess of the traditional disability market.

Jim has a unique and established practice in the corporate Medicare consulting market. He is seen as the specialist resource in this field by other financial planners and benefits specialists. His clients, including one of the largest law firms in the country, retain Jim on a fee-for-service basis to provide guidance to their key employees on the interaction between Medicare and their group health plans.  

Jim is a graduate of the College of the Holy Cross. He lives in Northport, New York, with his wife, Tara, and his three children, Jack, Casey, and Liam.

Contact James 914-825-1012 jryan@opus-pc.com

Megan entered the financial industry in October of 2021. Having always had a strong interest in personal finance, she grasped quickly and took and enthusiastic and eager approach to contribute to team success. She has a clear understanding of client relationship management and thrives in a team environment as a support to her colleagues. Megan is motivated to learn, grow, and excel. In her spare time, she likes to spend time with friends and family, weight train in the gym, walk around Central Park, hike, travel, and go to concerts.

Contact Megan 212-701-2571 msenft@opus-pc.com

Ellen Vignola has been on the Opus team since 2001. Her responsibilities include underwriting, client service work, and supporting Managing Partner Russ Carpentieri. Ellen lives in Fishkill with her husband and two children, and she has a passion for physical fitness activities.

Contact Ellen 914-825-1023 evignola@opus-pc.com

After a very short stint as a Class A PGA Golf Professional, Evan Wohl started in financial planning in 2008, after graduating from Penn State University.  Evan's lifelong appetite for learning and growth lead him to earn several high level industry designations. CFP®, CLU®, ChFC®, RICP®  

Evan's clients receive thoughtful insight into the security and prosperity of their personal economy. He provides tools and strategies to measure and improve your cash flow as well as understand whether or not you are on track to accomplish your evolving financial goals.  Evan maintains collaborative relationships with his clients, in which they are always making proactive decisions to move their plan forward. 

Evan and his wife, Laurie, have three beautiful children, Quinn, Parker and Bodie. He currently sits on the board of The Hope Gala. The Hope Gala was created to support fundraising efforts on behalf of The Four Diamonds Fund and The Penn State Dance Marathon (THON™). The Hope Gala contributes to the mission of conquering childhood cancer. All proceeds benefit pediatric cancer patients at the Penn State Children’s Hospital and their families in need of financial aid, medical assistance, and emotional support.

When not working or spending time with his young family, he can likely be found on the golf course, and often surrounded by good friends.

Contact Evan 212-701-7965 EWohl@opus-pc.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. CA Insurance License # 0H04936.