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ABOUT PRIMARY WEALTH MANAGEMENT GROUP In today’s tumultuous climate, Broker Dealers and other types of financial firms must partner with a recruiting firm that will represent them with the utmost integrity. When it comes to recruiting their Financial Advisors and Stockbrokers, Broker Dealers need a firm that will build relationships with candidates and have the ability to tell and share the BD’s value proposition with a passion that screams the firm’s value. We are very selective in choosing the firms with which to partner and believe that our chosen clients should uphold the same values as those of PWM and our associates. The recruiters at Primary Wealth Management Group, a division of The Primary Group, are consultants who share in our clients’ visions and evaluate the qualifications of quality candidates before introducing them to our clients. We will not compromise our values for any reason and, therefore, PWM does not recruit candidates from our clients’ firms. |
Our Elite Team
| Ken Friedman, Chief Execuitve Officer of The Primary Group, has been in the executive search industry since 1980. Ken is a graduate of Syracuse University with a degree in Accounting. Mr. Friedman enjoys executive coaching and has spent over ten years in The Strategic Coach program, improving his entrepreneurial and coaching skills. |
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Paul Cresho, President and Managing Partner of The Primary Group. While responsible for client relationships, new business development, team training, and management, he has dedicated his efforts to actively participate in all aspects of the search process to focus on directing associates in providing quality candidates that meet the client’s individual needs. Paul is a graduate of Wilkes University with a degree in Political Science and Marketing. Paul also attained his CPC Certification from NAPS in 2007. |
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Patrick Bandelow, Director of Operations & IT, joined The Primary Group in 2006. With over 15 years of IT and management experience, Patrick has been instrumental in the design and enhancement of our databases, servers, websites, and networks. A natural polymath, his ability to multitask in many disciplines makes him a versatile and vital component within the organization. Managing the firms operations, administration, and technology he strives to provide the highest quality support for staff and clients. |
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Scott Bunker, Senior Vice President, has been with the company since 1992. Scott is no stranger to recruiting; he previously worked with MSI International recruiting for the Pulp and Paper Industry. Scott provides a consultative process that correctly classifies and categorizes prospects to maximize success for the client. |
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Bob Bongianni, Vice President, |
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Michael Lonk, Vice President, a Financial Advisor and RIA for 30 years, recently retired. During Michael’s career he built his practice to over $150 million in AUM and over $1 million in annual production. He has sat in our clients’ and candidates’ seat and can give his unbiased recommendations. Michael has a BA in Communications, Minor in Economics, from Seton Hall University. |
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Frank Provenzano, Vice President, |
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Kelita Desroches, Vice President, |
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Jeanne Kolb, Executive Assistant, has been with The Primary Group for 20 years. She has a solid background in Finance and Accounting, built through many years of professional experience. Over the years, she has served in several administrative positions, including Human Resources, Administration, Travel Coordinator, Payroll, and Assistant to the CEO, in addition to Director of Finance and Accounting. |
Marta Perez, Finance & Human Resources |
