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Alpern Rosenthal Financial Services LLC

About our investment professionals

Adam G. Yofan, CPA, PFS President, Financial Services Mr. Yofan has a unique client service background, having spent 12 years at Deloitte & Touche in Cincinnati, Ohio and Pittsburgh, Pennsylvania, and five years at Smith Barney. He combines tax and estate planning experience and knowledge to high net worth clients. This enables Mr. Yofan to effectively operate in your team of tax, legal, insurance and investment professionals to provide strategies in wealth management and wealth transfer. He has a B.S. from Miami University of Ohio. Mr. Yofan holds Series 7, 31 and 63 registrations through LPL Financial, as well as Life and Variable Annuity Insurance licenses. He currently resides in Fox Chapel, Pennsylvania with his wife, Courtney, and two children — Chloe and Eli. He is on the Board of CASA of Allegheny County and a graduate of Leadership Pittsburgh XIX.   Download vCard

Arthur Colamarino Senior Vice President, Financial Services,  Registered Principal, LPL Financial Mr. Colamarino has been in the financial services industry for over 23 years, originally with Shearson Lehman Brothers before moving to AG Edwards and finally to LPL Financial and Alpern Rosenthal Financial Services. With a Series 24 license, Mr. Colamarino is a Registered Principal with LPL Financial and concentrates on the asset/risk management aspects for client portfolios. He also holds Series 7, 63 registrations through LPL Financial, and Life Insurance and Annuity licenses. Mr. Colamarino holds an B.A. from Indiana University and a M.A. from Duquesne University. He has presented seminars to CPA's in the area of asset management for continuing education seminars. Mr. Colamarino and his wife, Robin, live in Murrysville, Pennsylvania and have three adult children — David, Steven and Nina.   Download vCard

Nicole Cosnotti Operations Manager Nicole joined Alpern Rosenthal Financial Services in 2003 as an Administrative Assistant and is now Manager of Operations and Registered Sales Assistant. She holds her Series 7 securities registration through LPL Financial. Nicole graduated from Indiana University of Pennsylvania in 1993 with a BS in Food and Nutrition, worked for ARAMARK in New York City until 2000 and obtained her AP4 from Hunter College in 1998. She returned to her hometown in 2000 working for RBC Dain Rauscher as a Client Associate before coming to Alpern Rosenthal. Nicole lives with her daughter, Monet, in Lower Burrell.   Download vCard

Disclaimer

Alpern Rosenthal is not affiliated with or endorsed by LPL Financial.

No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of each jurisdiction. The LPL Financial Registered Representatives associated with this site may only discuss securities or transact business with persons who are residents of, but not limited to, AL, CA, CO, FL, GA, IL, KY, MA, MD, MI, NC, OH, PA, TX, VA.

If your state of residence is not listed, please locate an LPL Financial Registered Representative in your state of residence by accessing www.lpl.com or calling 1.800.877.7210. Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor Member of the Financial Industry Regulatory Authority (FINRA) / Securities Investor Protection Corporation (SIPC).