Jesse Mackey


Chief Investment Officer

 

Jesse Mackey is the Chief Investment Officer and a shareholder of 4Thought Financial Group. As head of the firm's portfolio management operations, Jesse provides the investment planning and portfolio management expertise to aid affiliated financial advisors and partner firms in servicing their clients. He is also director of the economic theory, research, and publishing conducted at the firm.

Jesse is the former President/COO of National Network of Accountants Investment Advisors, Inc. and former Investment Specialist at Park Avenue Securities, LLC. He previously worked with MassMutual Investor Services, AXA Financial, and JPMorgan Chase. In connection with his involvement in economic theory and research, Jesse has been published through multiple venues, including the CPA Journal; The National Conference of CPA Practitioners (NCCPAP) Journal of the CPA Practitioner; AdvisorFYI.com; FREE Magazine; and others.

Jesse earned his MBA from Thunderbird School of Global Management in International Securities Investment, International Development, and Entrepreneurship and his Bachelor’s degree from Colgate University in Economics. He is a Registered Financial Consultant (RFC), holds Series 24, 66 & 7 Securities/Advisory licenses, and is a licensed life/health insurance representative.

An avid traveler, Jesse has visited a variety of countries on 5 continents throughout his career and studies. He speaks English and German. He has also authored a science fiction novel with underlying themes of economic development and human advancement entitled Phoenix in Flames. Jesse and his family live in Huntington, NY. He spends his free time with family and friends between the US and Germany, and enjoys the outdoors.

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Martin E. Levine


Chief Financial Officer

 

Martin is the Chief Financial Officer and a shareholder of 4Thought Financial Group. In addition to his corporate finance role, Martin specializes in holistic financial planning by coordinating all aspects of a client’s financial life. His comprehensive approach enables him to coordinate the clients’ other advisors without duplicating their efforts and wear the hat of the client’s “macro manager”. This holistic approach prevents important details from falling through the cracks. His tax and accounting background enables him to talk the same language with the CPA as well as other advisors on behalf of the client.

Martin started his career with Cigna Financial Advisors, which was the successor of the Estate & Business Succession Division of Connecticut General Life Insurance Company. Martin is the author of the Widow’s Survival Guide, Published in 1998, available on Amazon.com.

Martin holds a BBA from University of Miami, an MBA from St. Johns University, and he is a Certified Public Accountant (CPA), a Chartered Financial Consultant (ChFC) and a Chartered Advisor in Philanthropy (CAP). He also holds Series 7 and Series 63 securities licenses, and is a licensed Life and Health insurance representative.

Martin had served as Vice President and Trustee of the Shelter Rock Jewish Center, and Trustee of the Holocaust Memorial and Tolerance Center of Nassau County and the Meir Panim – Relief Centers of Israel.He and his wife Allison live on Long Island and are the proud parents of Allie and Calvin Vu.

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Brian C. Mackey


Chief Executive Officer

 

Brian is the Chief Executive Officer and a shareholder of 4Thought Financial Group. Brian brings over 32 years of experience in the fields of Estate, Business Continuity and Investment Planning.

Mr. Mackey started his career with Cigna Financial Advisors, which was the successor of the Estate and Business Division of Connecticut General Life Insurance Company in 1980. He has served as the Regional Director of Advanced Markets and an Agency Manager at Mutual of New York (MONY) as well as being the Director of the National Network of Accountants Registered Investment Advisors.

Mr. Mackey graduated from Quinnipiac University in 1978 and received his degree in Accounting. In addition, he attended the MBA program at the University of New Haven and received the designation of Chartered Life Underwriter (CLU) from the American College Bryn Mawr, PA. He holds Series 6, 7, 24, 65 and 66 Securities Registrations.

Mr. Mackey is also nationally known as the coach and trainer of other financial professionals who want to move their financial services practice to a higher level of service and productivity. He has been a guest speaker for the International Association of Financial Planners, the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, the National Conference of CPA Practitioners and the Foundation for Accountants Education as well as many Law and CPA firms.

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David Savage


Investment Adviser Representative


David is an Investment Adviser Representative (IAR) and licensed insurance sales agent at 4Thought Financial Group. His duties also include business development and maintaining client relationships.

David’s previous business experience includes 42 years in the retailing business, including 11 years with Daylin, Inc., the owner of many retail companies including Great Eastern Mills during the 60’s and 70’s. He then spent 30 years as a Merchandising Vice President of Home Furnishings at Fortunoff, a family owned home furnishings specialist with locations in NY and NJ. Subsequent positions included VP of Merchandising for both Huffman Koos and Grand Basket.

David has a Bachelor’s Degree in Political Science from Queens College.

David lives in Melville, NY with his wife Trudy. They have two married children, Melissa and Jason; plus their son-in-law Josh and daughter-in-law, Alexis. Melissa and Josh have 2 boys, Simon and Owen. Jason and Alexis have a son, Axel and a daughter, Tatum. David is a diehard Yankees fan. He enjoys many other sports, fine dining, reading and most importantly, spending time with his 4 grandchildren.

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Jerry Iris


Investment Adviser Representative

 

As an Investment Adviser Representative (IAR) of 4Thought Financial Group, Jerry participates in a team approach to financial planning and implementation services for individuals, business owners and professionals. Support is also provided to Advisory and Accounting Firms wishing to leverage 4Thought’s expertise to better serve their clients’ needs. Jerry is not affiliated with American Portfolios Financial Services, Inc.

Initially an engineer for NASA and technology firms, Jerry transitioned to support the NYC financial community for over 30 years through Project Management, Sales, and Sales Management positions on large scale financially driven projects worth up to $20M annually, eventually working at New York Life and then Sound Wealth Financial Group (A Guardian Life and Park Avenue Securities Agency/Branch).

Along with Series 6, 63 and 65 licenses, Jerry earned the Licensed Underwriting Teaching Council Fellow (LUTCF) designation with concentrations in a variety of financial instruments. Jerry’s educational background includes a BS in Mechanical Engineering from the Polytechnic Institute of Brooklyn and graduate work towards an MS in Aeronautical Engineering, MBA programs at CUNY’s Baruch School of Business and NYU’s Stern School of Business.

Jerry has presented at numerous professional and trade events. Jerry also was awarded for his work on financial protection against the potentially devastating expenses of Long-Term Care. He has served on Boards of Directors of various organizations including community groups, charities, and Chambers of Commerce. Jerry and his wife Sharon have resided in Great Neck, Southold and East Rockaway, NY with interests including hiking, photography, music, boating, and scuba diving.

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Walter M. Primoff


Client Services Specialist

 

Walt is an advisor to CPA firms interested in offering financial planning services, and to financial service companies and their representatives seeking to work with CPAs. At Altfest Personal Wealth Management, an independent fee-only investment advisor and financial planning firm, he coordinated with clients’ advisor teams, their CPAs and attorneys to help clients achieve planning goals and minimize investment taxation. He also coordinated the firm’s network of other external advisors involved in the financial planning process. Walt is an expert in nonprofit organization governance and the advanced use of charitable and other financial planning techniques, to help donors achieve financial and non-financial life goals through innovative philanthropy. ** Walter is not affiliated with American Portfolios Financial Services, Inc.

Walt “grew up” inside his family’s CPA firm, where he advised middle income through ultra high net worth individual clients, their businesses in a range of industries and professions, and not-for-profit organizations. He subsequently served as Deputy Executive Director of the NY State Society of CPAs, where he supported 30,000 members in all facets of practice. He worked extensively on related public policy issues with both New York and Federal government regulators and legislators. He led, at Governor Cuomo’s request, a major private-public sector project to certify the tax neutrality of New York’s LLC/LLP law. This led to the passage of similar laws in several other states.

Walt is a frequent speaker and writer. He received the Tax Advisor magazine’s “Article of the Year” award and has been quoted in both major print and broadcast media. He co-authored the Accountants Resource CPA Guide to Opportunity – Structure and Regulation of a CPA Financial Planning Practice, integrating CPA practice with the regulation of CPAs, investment advisers, broker-dealer registered representatives and insurance professionals. He also co-authored an April 2012 Journal of Accountancy article on the fee-only services that CPAs can provide to help assure that clients are working with qualified investment, insurance and other advisors. His article, Fiduciary Financial Management in Nonprofit Organizations, appeared in the November 2012 issue of The CPA Journal.

Walt resides in Cos Cob, CT with his wife Margaret. He serves on the boards of New York City’s Washington Square Music Festival and Carmel Academy. He is the Treasurer of UJA–Greenwich and has chaired or served on a number of related finance, investment and audit committees. He is managing trustee of the Margaret Neubart Foundation.

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Jerry Rothman


Relationship Development and Risk Management Consultant

 

Jerry Rothman is a Relationship Development and Risk Management Consultant for 4Thought Financial Group. His role is to develop new business relationships with High Net Worth clientele through his contacts with professional groups, including CPAs and attorneys. His further role is to provide insurance brokerage services and other services related to risk management for his clients. **Jerry is not affiliated with American Portfolio’s Financial Services, Inc.

Mr. Rothman’s previous business experience covers over 40 years of financial market involvement of which 22 years were with Merrill Lynch, where he was a Managing Director. Jerry’s work included advising High Net Worth clients regarding their exposures to the currency markets and other alternative asset classes. Jerry’s experience in the currency markets has made him a valuable resource to clients by helping them understand the implications of currency market movements on their businesses and their personal investments. Additionally, Jerry has been involved in the precious metals markets for many years, and has often been called upon for his insight on the use of these instruments and assets in investor portfolios.

Jerry has a Master’s Degree in Finance from Baruch College.

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Amy Ferrara


Operations Associate

 

Amy Ferrara is an Operations Associate at 4Thought Financial Group. She has worked with Martin Levine and Brian Mackey for eight years and has been with 4Thought Financial Group since its inception.

Amy’s work experience includes many years in roles in industries as diverse as Financial Services, Equipment Leasing, Website Design, Manufacturing and Aviation.

Amy received a BA in Psychology from Adelphi University. She received an MS in Education with a specialization in School Counseling from Hofstra University as well. Amy is also a licensed Life and Health Insurance Representative.

Amy lives on Long Island with her husband and her young son.

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Daniel Mackey


Operations Manager

 

Daniel Mackey is the Operations Manager at 4Thought Financial Group. His duties include overseeing implementation of new accounts, onboarding new advisors, providing customer service to existing relationships, and performance reporting. Dan also assists the Investment Committee and CIO of 4Thought with the implementation of portfolio management algorithms in client accounts.

Dan has a bachelor’s degree in Accounting from Quinnipiac University.

He resides in East Northport, NY, with his wife Natalie. In his free time, Dan enjoys the outdoors and spending time with his family.

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Jesse Mackey - Chief Investment Officer
Jesse Mackey

Jesse Mackey


Chief Investment Officer

 

Jesse Mackey is the Chief Investment Officer and a shareholder of 4Thought Financial Group. As head of the firm's portfolio management operations, Jesse provides the investment planning and portfolio management expertise to aid affiliated financial advisors and partner firms in servicing their clients. He is also director of the economic theory, research, and publishing conducted at the firm.

Jesse is the former President/COO of National Network of Accountants Investment Advisors, Inc. and former Investment Specialist at Park Avenue Securities, LLC. He previously worked with MassMutual Investor Services, AXA Financial, and JPMorgan Chase. In connection with his involvement in economic theory and research, Jesse has been published through multiple venues, including the CPA Journal; The National Conference of CPA Practitioners (NCCPAP) Journal of the CPA Practitioner; AdvisorFYI.com; FREE Magazine; and others.

Jesse earned his MBA from Thunderbird School of Global Management in International Securities Investment, International Development, and Entrepreneurship and his Bachelor’s degree from Colgate University in Economics. He is a Registered Financial Consultant (RFC), holds Series 24, 66 & 7 Securities/Advisory licenses, and is a licensed life/health insurance representative.

An avid traveler, Jesse has visited a variety of countries on 5 continents throughout his career and studies. He speaks English and German. He has also authored a science fiction novel with underlying themes of economic development and human advancement entitled Phoenix in Flames. Jesse and his family live in Huntington, NY. He spends his free time with family and friends between the US and Germany, and enjoys the outdoors.

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Martin E. Levine - Chief Financial Officer
Martin E. Lavine

Martin E. Levine


Chief Financial Officer

 

Martin is the Chief Financial Officer and a shareholder of 4Thought Financial Group. In addition to his corporate finance role, Martin specializes in holistic financial planning by coordinating all aspects of a client’s financial life. His comprehensive approach enables him to coordinate the clients’ other advisors without duplicating their efforts and wear the hat of the client’s “macro manager”. This holistic approach prevents important details from falling through the cracks. His tax and accounting background enables him to talk the same language with the CPA as well as other advisors on behalf of the client.

Martin started his career with Cigna Financial Advisors, which was the successor of the Estate & Business Succession Division of Connecticut General Life Insurance Company. Martin is the author of the Widow’s Survival Guide, Published in 1998, available on Amazon.com.

Martin holds a BBA from University of Miami, an MBA from St. Johns University, and he is a Certified Public Accountant (CPA), a Chartered Financial Consultant (ChFC) and a Chartered Advisor in Philanthropy (CAP). He also holds Series 7 and Series 63 securities licenses, and is a licensed Life and Health insurance representative.

Martin had served as Vice President and Trustee of the Shelter Rock Jewish Center, and Trustee of the Holocaust Memorial and Tolerance Center of Nassau County and the Meir Panim – Relief Centers of Israel.He and his wife Allison live on Long Island and are the proud parents of Allie and Calvin Vu.

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Brian Mackey - Chief Executive Officer
Brian Mackey

Brian C. Mackey


Chief Executive Officer

 

Brian is the Chief Executive Officer and a shareholder of 4Thought Financial Group. Brian brings over 32 years of experience in the fields of Estate, Business Continuity and Investment Planning.

Mr. Mackey started his career with Cigna Financial Advisors, which was the successor of the Estate and Business Division of Connecticut General Life Insurance Company in 1980. He has served as the Regional Director of Advanced Markets and an Agency Manager at Mutual of New York (MONY) as well as being the Director of the National Network of Accountants Registered Investment Advisors.

Mr. Mackey graduated from Quinnipiac University in 1978 and received his degree in Accounting. In addition, he attended the MBA program at the University of New Haven and received the designation of Chartered Life Underwriter (CLU) from the American College Bryn Mawr, PA. He holds Series 6, 7, 24, 65 and 66 Securities Registrations.

Mr. Mackey is also nationally known as the coach and trainer of other financial professionals who want to move their financial services practice to a higher level of service and productivity. He has been a guest speaker for the International Association of Financial Planners, the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, the National Conference of CPA Practitioners and the Foundation for Accountants Education as well as many Law and CPA firms.

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David Savage - Investment Adviser Representative
David Savage

David Savage


Investment Adviser Representative


David is an Investment Adviser Representative (IAR) and licensed insurance sales agent at 4Thought Financial Group. His duties also include business development and maintaining client relationships.

David’s previous business experience includes 42 years in the retailing business, including 11 years with Daylin, Inc., the owner of many retail companies including Great Eastern Mills during the 60’s and 70’s. He then spent 30 years as a Merchandising Vice President of Home Furnishings at Fortunoff, a family owned home furnishings specialist with locations in NY and NJ. Subsequent positions included VP of Merchandising for both Huffman Koos and Grand Basket.

David has a Bachelor’s Degree in Political Science from Queens College.

David lives in Melville, NY with his wife Trudy. They have two married children, Melissa and Jason; plus their son-in-law Josh and daughter-in-law, Alexis. Melissa and Josh have 2 boys, Simon and Owen. Jason and Alexis have a son, Axel and a daughter, Tatum. David is a diehard Yankees fan. He enjoys many other sports, fine dining, reading and most importantly, spending time with his 4 grandchildren.

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Jerry Iris, LUTCF - Investment Adviser Representative
Jerry Iris

Jerry Iris


Investment Adviser Representative

 

As an Investment Adviser Representative (IAR) of 4Thought Financial Group, Jerry participates in a team approach to financial planning and implementation services for individuals, business owners and professionals. Support is also provided to Advisory and Accounting Firms wishing to leverage 4Thought’s expertise to better serve their clients’ needs. Jerry is not affiliated with American Portfolios Financial Services, Inc.

Initially an engineer for NASA and technology firms, Jerry transitioned to support the NYC financial community for over 30 years through Project Management, Sales, and Sales Management positions on large scale financially driven projects worth up to $20M annually, eventually working at New York Life and then Sound Wealth Financial Group (A Guardian Life and Park Avenue Securities Agency/Branch).

Along with Series 6, 63 and 65 licenses, Jerry earned the Licensed Underwriting Teaching Council Fellow (LUTCF) designation with concentrations in a variety of financial instruments. Jerry’s educational background includes a BS in Mechanical Engineering from the Polytechnic Institute of Brooklyn and graduate work towards an MS in Aeronautical Engineering, MBA programs at CUNY’s Baruch School of Business and NYU’s Stern School of Business.

Jerry has presented at numerous professional and trade events. Jerry also was awarded for his work on financial protection against the potentially devastating expenses of Long-Term Care. He has served on Boards of Directors of various organizations including community groups, charities, and Chambers of Commerce. Jerry and his wife Sharon have resided in Great Neck, Southold and East Rockaway, NY with interests including hiking, photography, music, boating, and scuba diving. 

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Walter M. Primoff - Client Services Specialist
Walter M. Primoff

Walter M. Primoff


Client Services Specialist

 

Walt is an advisor to CPA firms interested in offering financial planning services, and to financial service companies and their representatives seeking to work with CPAs. At Altfest Personal Wealth Management, an independent fee-only investment advisor and financial planning firm, he coordinated with clients’ advisor teams, their CPAs and attorneys to help clients achieve planning goals and minimize investment taxation. He also coordinated the firm’s network of other external advisors involved in the financial planning process. Walt is an expert in nonprofit organization governance and the advanced use of charitable and other financial planning techniques, to help donors achieve financial and non-financial life goals through innovative philanthropy. ** Walter is not affiliated with American Portfolios Financial Services, Inc.

Walt “grew up” inside his family’s CPA firm, where he advised middle income through ultra high net worth individual clients, their businesses in a range of industries and professions, and not-for-profit organizations. He subsequently served as Deputy Executive Director of the NY State Society of CPAs, where he supported 30,000 members in all facets of practice. He worked extensively on related public policy issues with both New York and Federal government regulators and legislators. He led, at Governor Cuomo’s request, a major private-public sector project to certify the tax neutrality of New York’s LLC/LLP law. This led to the passage of similar laws in several other states.

Walt is a frequent speaker and writer. He received the Tax Advisor magazine’s “Article of the Year” award and has been quoted in both major print and broadcast media. He co-authored the Accountants Resource CPA Guide to Opportunity – Structure and Regulation of a CPA Financial Planning Practice, integrating CPA practice with the regulation of CPAs, investment advisers, broker-dealer registered representatives and insurance professionals. He also co-authored an April 2012 Journal of Accountancy article on the fee-only services that CPAs can provide to help assure that clients are working with qualified investment, insurance and other advisors. His article, Fiduciary Financial Management in Nonprofit Organizations, appeared in the November 2012 issue of The CPA Journal.

Walt resides in Cos Cob, CT with his wife Margaret. He serves on the boards of New York City’s Washington Square Music Festival and Carmel Academy. He is the Treasurer of UJA–Greenwich and has chaired or served on a number of related finance, investment and audit committees. He is managing trustee of the Margaret Neubart Foundation.

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Jerry Rothman - Relationship Development and Risk Management Consultant
Jerry Rothman

Jerry Rothman


Relationship Development and Risk Management Consultant

 

Jerry Rothman is a Relationship Development and Risk Management Consultant for 4Thought Financial Group. His role is to develop new business relationships with High Net Worth clientele through his contacts with professional groups, including CPAs and attorneys. His further role is to provide insurance brokerage services and other services related to risk management for his clients. **Jerry is not affiliated with American Portfolio’s Financial Services, Inc.

Mr. Rothman’s previous business experience covers over 40 years of financial market involvement of which 22 years were with Merrill Lynch, where he was a Managing Director. Jerry’s work included advising High Net Worth clients regarding their exposures to the currency markets and other alternative asset classes. Jerry’s experience in the currency markets has made him a valuable resource to clients by helping them understand the implications of currency market movements on their businesses and their personal investments. Additionally, Jerry has been involved in the precious metals markets for many years, and has often been called upon for his insight on the use of these instruments and assets in investor portfolios.

Jerry has a Master’s Degree in Finance from Baruch College.

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Amy Ferrara - Operations Associate

Any_FerraraAmy Ferrara


Operations Associate


Amy Ferrara is an Operations Associate at 4Thought Financial Group. She has worked with Martin Levine and Brian Mackey for eight years and has been with 4Thought Financial Group since its inception.

Amy’s work experience includes many years in roles in industries as diverse as Financial Services, Equipment Leasing, Website Design, Manufacturing and Aviation.

Amy received a BA in Psychology from Adelphi University. She received an MS in Education with a specialization in School Counseling from Hofstra University as well. Amy is also a licensed Life and Health Insurance Representative.

Amy lives on Long Island with her husband and her young son.

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Daniel Mackey - Operations Manager
Daniel-Mackey

Daniel Mackey


Operations Manager


Daniel Mackey is the Operations Manager at 4Thought Financial Group. His duties include overseeing implementation of new accounts, onboarding new advisors, providing customer service to existing relationships, and performance reporting. Dan also assists the Investment Committee and CIO of 4Thought with the implementation of portfolio management algorithms in client accounts.

Dan has a bachelor’s degree in Accounting from Quinnipiac University.

He resides in East Northport, NY, with his wife Natalie. In his free time, Dan enjoys the outdoors and spending time with his family.

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