Please click on the images to learn more about our wealth managers.
Bryan J. Koslow, MBA, CFP®, CPA, PFS, CFF
Bryan graduated from Hofstra University with bachelor’s degrees in both finance and computer information systems. He earned his MBA with a concentration in accounting from Monmouth University and a certificate in financial planning from NYU.
He holds the following credentials:
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ certification
- AICPA Personal Financial Specialist (PFS)
- AICPA Certified in Financial Forensics (CFF)
- FINRA Series 7, 24, 63, and 65 securities registrations
- Life and Health Insurance license
- Property and Casualty Insurance license
Bryan was selected as a Five Star Wealth Manager* for 2018 and 2019. He is a former contributor at Kiplinger.com and is a frequent guest speaker on topics ranging from financial planning to tax and estate planning. He serves as the vice chair for the Investment Committee for the New Jersey Society of CPAs and is a former PTA treasurer. Bryan provides pro bono accounting assistance to victims of domestic abuse through the Safe Center of Long Island.
When not working, Bryan enjoys spending time with his family, working out, and reading.
Ka’Neda N. Bullock, MBA, AIF®, APMA®
Ka’Neda is a Private Wealth and Corporate Retirement Plan Manager that works with clients to determine long-term financial goals and implements customized investment and planning strategies. She is dedicated to providing expert advice and holds the Accredited Investment Fiduciary (AIF) ® and Accredited Portfolio Management Advisor (APMA) designations.
As a Wealth Manager, she takes time to listen and understand her clients’ personal and financial goals to help carefully chart a course for success. Ka’Neda uses a comprehensive Wealth Management Process as she thoroughly analyzes and monitors her clients’ complete financial picture to ensure that their financial plan reflects their values, risk tolerance and life objectives.
As a Corporate Retirement Plan Manager, she helps clients establish and administer employer-sponsored retirement plans including, 401(k), 403(b), 401(a), 457 and defined benefit pension plans by partnering with leading plan providers to deliver record keeping services.
In this capacity, she is a dedicated partner that works to impact:
- Plan Design - Develop and manage a Plan that meets key organizational objectives
- Investments - Co-fiduciary role; evaluates, selects, and monitors investment options
- Employee Education – Design programs to improve participation and financial wellness
- Benchmarking - Evaluate plan fees, services and options to remain competitive
She strongly believes in using her talents to educate others as a frequent speaker on money management topics, including: retirement income strategies, social security, long-term care (LTC) and Insurances, financial planning, and general financial literacy.
Ka’Neda graduated from Smith College in Northampton, Massachusetts with a bachelor’s degree in government and economics. She earned her MBA from New Jersey Institute of Technology (NJIT) and is a Fulbright Scholar. Outside of work, KaNeda enjoys spending time with her family, traveling, and supporting the arts. She holds FINRA securities registrations Series 7 and 66 through Commonwealth and has her New Jersey Life (Term, Permanent and LTC) and Health Insurance license.
Chuck Rose, CIMA®
Chuck is a wealth manager and investment committee member at Clarus Group. Chuck is dedicated to helping clients live their best and most authentic lives. His career began more than 18 years ago after earning his bachelor’s degree in corporate finance from William Paterson University of New Jersey. After college, Chuck joined New Jersey-based asset management firm Lord, Abbett & Co., LLC, and partnered with every part of the firm during his 15-year tenure in the roles of regional consultant, training coordinator, and associate director.
More recently, Chuck served for two years as a regional advisory consultant for National Planning Holdings covering the Mid-Atlantic region and was recognized with a leadership award for his positive impact within the first 12 months. Chuck and his team helped financial advisors build investment models, implement technology, and broaden advisory services.
Chuck earned the globally recognized CIMA® professional designation and has been an active member of the Investments & Wealth Institute since 2009. He holds FINRA Series 7, 24, and 66 securities registrations through Commonwealth Financial Network® and has is approved to offer life and health insurance.
Whenever possible, Chuck enjoys spending time outdoors with his wife, Heidi; son Enzo; and two dogs Koda and Buddie.
Kaysian Gordon, MBA, CFP®, CPA
Kaysi is a seasoned professional who has worked in the financial industry for nearly 20 years. She is currently a Wealth Advisor at Clarus Group. Most recently, Kaysi was part of an elite 13 person team at UBS where she spent almost 17 years providing financial guidance and investment strategies for the firm’s “ultra-wealthy”, managing in excess of $500 Million in investable assets. Her client base consisted of entrepreneurs, CEOs and CFOs of Fortune 500 companies. Prior to joining the team at UBS, Kaysi began her career in Public Accounting.
Because of her breadth and depth of knowledge, Kaysi works well with her clients' other centers of influence, ensuring that there is a seamless process between her clients' accountants, attorneys, and wealth advisor. She has a passion for helping her clients to achieve both financial and life goals and seeks to provide the right guidance for their situation. Kaysi’s philosophy on financial success is predicated on taking the time to listen to the specific needs of each client, so that she can craft a detailed and tailored solution – as she does not believe one solution fits all.
Kaysi holds an undergraduate degree from Queens College, City University of New York in Accounting and Information Systems, where she graduated as a Queens College Scholar. She holds minors in Economics, Business and Liberal Arts (BALA), an honors minor. She also holds a Master's in Business Administration from Fordham University – Gabelli School with a dual concentration in Taxation and Finance. In addition to her degrees, Kaysi holds licenses as a Certified Public Accountant (CPA), is a CERTIFIED FINANCIAL PLANNER™ professional, and holds insurance licenses and other industry licenses – FINRA series 7 and 66.
Family and Community are important to Kaysi. She currently serves as the chairperson for her church's Finance and Stewardship Committee. She also teaches her church's youth bible class. Kaysi is a blogger and a published author of "Walking By Faith and Not By Sight: Learning to be Still in the midst of Life's Chaos". She is a sought after public speaker on both financial and faith topics. Kaysi enjoys being a mom, writing, reading and traveling with her daughter.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 6,097 New Jersey area wealth managers were considered for the award; 477 (8 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 4,383 considered, 415 winners; 2017: 3868 considered, 664 winners; 2016: 4,143 considered, 626 winners; 2015: 5,063 considered, 672 winners; 2014: 3,315 considered, 646 winners; 2013: 4,049 considered, 733 winners; 2012: 1,312 considered, 400 winners.