About Us

Max DiSesa is a Managing Partner at Seven Bridges Wealth Advisors, where he advises individuals and families with $1 million or more in investable assets, including highly compensated professionals, business owners, and those navigating significant life transitions like an inheritance or the loss of a spouse. With over 14 years of experience, his approach is built on a simple premise: clients should understand their risk, their performance, their fees, and how every decision connects to what they're actually building toward.

As the firm's visionary, Max drives the firm's evolution, from platform independence and strategic growth to integrating emerging technology into how clients are served. He is focused on building an organization designed to guide clients and their families for generations.

After summiting Mount Everest, Max carried a principle back that now runs through both his leadership and his advisory work: the goals worth pursuing are reached through preparation, disciplined decisions, and the patience to see them through.

He is committed to longevity in every sense, dedicated to extending both lifespan and health span through disciplined daily practice while building an enduring firm meant to outlast him. Outside the office, he travels, cooks, scuba dives, reads widely, and plays chess. At home, he and his fiancée share life with two rescue cats, Martini and Caper.

Joe is a Managing Partner at Seven Bridges Wealth Advisors, focusing on revenue-generating verticals across the firm as well as continuing to build a service offering that delivers exceptional value to their clients. As a financial advisor, he is committed to helping clients achieve their personal financial goals. Before joining Seven Bridges Wealth Advisors, he spent 12 years in Manhattan NY at Lenox Advisors, working with a diverse range of clients, including Wall Street executives, portfolio managers, bankers, traders, business owners, and C-suite leaders. During his tenure there, Joe collaborated closely with attorneys and accountants to design sophisticated insurance solutions tailored for high-net-worth clients, aligning advanced planning strategies with complex estate planning needs.

Over the years, Joe's passion and relationship with his clients evolved into a more holistic, fiduciary-focused advisory practice; focusing on the seven areas of financial planning. In addition, he provides comprehensive solutions including, portfolio management, asset allocation, and tax optimization all centered on achieving long-term client outcomes. One of the reasons Joe joined Seven Bridges Wealth Advisors was to expand his capacity to deliver objective, best-in-class financial advice within a truly client-first framework allowing independence free of any "proprietary products". 

Outside of work, Joe is a girl dad to his two daughters, Adriana and Mila, and lives in Westchester County with his wife, Stephanie. The family enjoys spending time at their vacation home in their favorite place, the Berkshire Mountains. Joe loves getting outdoors, whether by going fly fishing or camping and hiking. He also coaches youth lacrosse in his town and enjoys mentoring the next generation.

Andy is a Managing Partner at Seven Bridges Wealth Advisors with over 23 years of experience as a financial advisor. He is committed to helping clients reach their financial goals and make a lasting impact. His specialty is working with people at important decision points, where clarity, confidence, and alignment are essential. 

Outside of work, Andy likes to golf and stay active.

David is a Managing Partner at Seven Bridges Wealth Advisors, a firm he founded 28 years ago to help clients and their families achieve their financial goals. He has been recognized as a Forbes Best-in-State Advisor from 2022 to 2026. He focuses on creating meaningful experiences and helping clients reach their goals. He enjoys the excitement of clients approaching retirement or preparing for college send-offs and genuinely cares about his clients, their families, and their successes. 

In his role as Managing Partner at Seven Bridges Wealth Advisors, David oversees Advisor Development, where he trains servicing advisors in sales skills and business growth.

Married to his high school sweetheart, Joy, for 35 years, David and Joy have four children who are finding their own paths in life. In his free time, he enjoys sport fishing and spending time with their dog, Rudy.

Rob is a Financial Advisor and Senior Vice President at Seven Bridges Wealth Advisors. He began his career with AXA Advisors, now Equitable Advisors, working primarily with families and teachers on their financial plans. He moved to Marshall & Sterling Wealth Advisors, where he worked primarily on employer-sponsored retirement plans. He missed working with individuals and joined Seven Bridges officially at the beginning of 2022, which has allowed him to work with both individuals, families, and retirement plans.

In his role, his primary responsibilities are working with individuals, families, and businesses, focusing on building financial plans to help each client reach their unique goals. 

Outside of the office, he is an avid golfer. He loves to play golf with family and friends. He also enjoys pickleball, watching football, and spending time with his family.

Christine is a Business Operations Manager at Seven Bridges Wealth Advisors. She began her career in finance with David Mazzetti in 2003, taking on various roles within the practice. In her current position, Christine focuses more on the backend operations of the business. 

One thing clients can expect from her is a strong commitment to being available to support clients as they work toward their retirement goals.

Outside of work, Christine enjoys traveling and spending time with her son, Ryan, and her dog, Clare.

Lucy is a Manager of Client Services and Advisor Onboarding at Seven Bridges Wealth Advisors. She has over 18 years of experience in the financial services industry, where she has supported advisors and clients through various stages of growth and transition.

In her role, Lucy works closely with clients to ensure their questions are answered and their needs are fully met. She also supports advisors as they transition their clients to our team, providing the tools, resources, and guidance necessary for them to effectively serve their clients and grow their businesses.

Outside of work, Lucy is a proud parent of three wonderful adult children and enjoys sharing new experiences with them. She also enjoys relaxing at the beach with a good book.

Jess is an Investment Operations Manager at Seven Bridges Wealth Advisors. She has 20 years of financial services experience, specializing in trading and money movement operations, with a strong focus on leading and developing high-performing teams through effective training, coaching, and process guidance.

Her primary responsibilities include overseeing trading and money movement functions while leading the team in executing and strengthening core operational processes.

Outside of work, she loves spending quality time with her family, including their dog, Winnie. Outside of work, Jess volunteers as a coach for her daughters’ softball team and is an avid supporter of the New York Yankees, New Jersey Devils, and New England Patriots. She enjoys mornings at the gym with her workout crew and downtime with a good book whenever she can.

Nancy is a Senior Client Services Insurance Specialist at Seven Bridges Wealth Advisors and has worked in the finance industry for over 30 years, primarily with financial companies. 

In her role, she acts as the main resource for all life and disability insurance needs. With a strong understanding of New York's strict state requirements, Nancy helps guide clients through complex insurance processes, ensuring compliance while simplifying each step to create a clear, stress-free experience.

Gail joined Seven Bridges Wealth Advisors in 2020 after working in real estate and manufacturing. She currently serves as the firm’s receptionist, greeting clients, managing calls, scheduling appointments, and helping keep the office running smoothly with a smile.

Outside the office, she enjoys entertaining, traveling to warmer destinations, and cooking. She loves spending time with her husband, John, her children—Nicole, Michael, and Clarice —and her grandchildren, Cleo and Van. 

Suzanne has over 25 years of experience in the financial industry, primarily in customer service. She is currently a Senior Client Services Administrator at Seven Bridges Wealth Advisors. In this role, she works closely with financial advisors to prepare meeting agendas and handle post-meeting transactions. She also works closely with clients by answering their questions, troubleshooting and helping with their various financial needs. 

Outside of work, Suzanne is a proud mom of two. She loves all kinds of music, enjoys taking walks, dancing, and decorating her home.

With over 10 years of experience as a client concierge, Heidi serves as a Senior Client Services Administrator at Seven Bridges Wealth Advisors. She enjoys helping clients by answering their questions and providing support to help them succeed in their roles. She has found her niche in combining her love for finance with client service, creating a fulfilling second career where no two days are the same.

Her primary responsibilities include client service, handling money movements and distributions, responding to client inquiries, and supporting the Managing Partners during client meetings.

In her free time, Heidi enjoys spending time with her family and significant other, especially her 15-year-old niece. She also loves reading, riding her Peloton, and traveling to Europe.

Paul has 47 years of experience in the financial industry, which includes retail banking, trust and estate administration, life and health insurance, and investment advisory services. He currently works as a Consultant at Seven Bridges Wealth Advisors. He holds a Series 7 license and an APMA designation in securities, and he also has licenses in Life, Accident, Health, and Variable Annuities for insurance. Paul is fascinated by marketable securities and believes that every American can benefit from owning a piece of our economy.

Recently, he shifted from being an Investment Advisor to a Registered Staff member, where he helps younger advisors with client management.

Outside work, Paul enjoys playing volleyball and pickleball and taking care of his aquarium fish. He and his wife love spending time with their extended family, especially their four grandchildren.