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Experienced and Independent
The principals of Hudson Heritage have over 40 years experience in the investment and insurance industries. Hudson Heritage is registered as a “Fee Only” advisor and FINRA member broker dealer. In addition to our security licenses, Hudson Heritage can offer a full array of personal and commercial insurance coverage. However, Hudson Heritage’s independence is our most important asset. As an independent, Hudson Heritage can offer unbiased financial solutions. We are committed to find the proper solution to fit our client’s needs and never force solutions to a client.
Our experience, independence and complete financial solution approach sets us apart from all others.
Locations:
Headquarters
20 Baltic Place, Suite 2
Croton-on-Hudson, NY 10520
Phone: 914-271-8102 Fax: 914-271-3417
Branch Office
50 Tice Boulevard
Woodcliff Lake, NJ 07677
Phone: 201-476-9121 Fax: 201-476-9027
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Dominick Scianandre
Dom is the founder and President of Hudson Heritage Capital Management, Inc. He holds a Bachelors degree in accounting and a Masters degree in Finance. With over 40 years of investment and financial services experience, He has worked with some of the most respected investment and hedge fund professionals. He has been called upon to consult for major bracket Wall Street firms and has served as an industry expert in security industry litigations. Dom is also a FINRA Arbitrator in the New York District.
Dom is committed to communicating and advising Hudson Heritage’s clients how to best manage their investment and financial needs in a comprehensive and understandable manner. The goal is to bring his extensive Wall Street experience to Main Street.
email Dscianandre@hhcminc.com
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Frederick Peterson
Vice President
As a founding principal of Hudson Heritage, Fred is responsible for new product review and approval, setting investment policy for the firm as well as the design and implementation of investment portfolios for the clients of Hudson Heritage.
Fred meets with clients to assist them in portfolio development, matching the portfolio to the clients risk tolerance and investment timetable.
Fred has over 30 years experience in the Financial Service Field having been associated with New England Financial and Allmerica Financial. He holds a Bachelor of Arts degree in biology awarded by The King’s College.
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Ronald Filante
Financial Advisor
Ron is an Emeritus Associate Professor of Finance. His M.S. and Ph.D. are in Economics from Purdue University.
His financial planning practice focuses around serving clients who need advice in areas of retirement planning, wealth accumulation and risk management. He also serves on the Board of Directors at Abbott House, a 60 year old community services organization based in Irvington, NY. He also chairs their Finance Committee where he oversees the management of the employees’ 403b plan and the Board Designated Fund.
For the past 25 years Filante has also served as an expert in the financial litigation area. He has testified in FINRA Arbitration cases, SEC Administrative Hearings and, and criminal court.
Filante’s research focus is investments and security valuation. His greatest teaching success was the development and implementation of Finance 357, the Student Managed Investment Portfolio. The class manages a portion of the University’s endowment, and provides students the opportunity to act as equity analysts and managers.
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Deborah M. Lee-Tsai, CFP®
Debbie is a CERTIFIED FINANCIAL PLANNER ™ practitioner. Whether your needs are in retirement and education, in investment and tax, or in insurance, Debbie approaches each case with professional excellence and personal attention. She will evaluate and analyze the financial situation and recommend to you a customized plan to help you meet your needs, achieve your goals, accumulate wealth or create a legacy for your offspring. You, the client’s interest and welfare are her first and foremost concerns.
Her practice includes Portfolio Management, Individual Retirement Planning, Education Planning, Business Retirement Plans Establishment & Management, Tax Planning, and Risk Management. Financial consultation and assistance on matrimonial settlements, as well as women finance are two of her specialized areas.
Debbie has nearly two decades of experience in financial, taxation and accounting field. She is also an accountant and provides services in tax preparation and accounting. She holds a Master’s degree in Accounting with Distinction from Pace University, NY
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Michael C. Pontillo
Helping people achieve their financial goals and to understand today's increasingly complex financial environment are the biggest reasons why Mike enjoys working with his clients . He believes that the key to any strong relationship with a client is trust; Mike has said “my clients best interest is always at the forefront of my recommendation.” Each of his clients needs are individually addressed and not done with a “one size fits all approach.”
He earned a Bachelor of Science in Finance from Iona College. Mike is qualified as a Certified College Planning Specialist (CCPS) and holds this designation from the National Institute of Certified College Planners. He is currently working towards obtaining the Certified Financial Planner designation.
Mike is a general securities representative and holds licenses to offer Life, Health and Variable Insurance Contracts.
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William Herrmann, Jr
Financial Advisor
Bill has been in the financial services industry for more than forty years. His experience includes insurance and investment planning and solutions for both individual as well as corporate clients.
Bill lives in the Philadelphia vicinity. He graduated with a B.A. from the University of Pennsylvania, received his MBA from Temple University and earned the Chartered Life Underwriter (CLU) from the American College.
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Office Manager - to be announced
email -
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Mark G. Pecile
Investment Advisor
Since 2001, Mark has served as an Investment Advisor with Hudson Heritage. He brings with him considerable management experience with a major financial services corporation as well as R&D tax credit expertise. For over twenty years, Mark has focused his investment and insurance efforts on both the personal and business markets, helping clients plan and protect their family and business futures. Mark approaches each client with a steadfast philosophy that begins with understanding the needs and goals of each corporate and individual client.
Mark’s knowledge and honesty create sound client - advisor relationships.
He holds a Masters degree in Administration and Planning
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Madge Mckeever -
Operations Manager
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©2023 Hudson Heritage Capital Management, Inc. All rights reserved.
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