Felix Malitsky

It’s hard not to get caught up in Felix Malitsky’s enthusiasm for business and for life in general. A first generation American, Felix admits he has embraced every opportunity available

Roman Moldavsky

Even-keeled and process-driven, Roman Moldavsky is exactly the kind of person one would hope to find as Chief Operating Officer of a fast-paced New York City-based financial services firm like

Jo Ann Burns

Jo Ann Burns joined MassMutual in 2012, as the Chief Operating Officer of MassMutual Westchester, she was a versatile leader and resource to the staff and leadership team. After the

Tony Wong

Tony Wong wears many hats at Fortis Lux. As Chief Information Officer he oversees all technology for the growing firm. He also grows his individual financial planning practice. Lastly, he

Sunita Bajaj

With 20 years of experience in the financial services industry, Sunita Bajaj is the Managing Director for Fortis Lux Financial. She is a Registered Principal and responsible for over 100

Jamie McGrory

Jamie McGrory, an industry veteran with nearly 20 years experience in the financial services industry, joined the Fortis Lux Financial team as a managing director in 2018. After joining John

John Salina

John Salina joined our firm as a Managing Director in 2019. With 12 years of experience managing high performing advisors and advisor teams, John understands what it takes to help