OUR MISSION

4Thought’s mission is to move individuals and organizations towards an improved future by pioneering and applying new tools of finance, economics, and technology. As a for-profit enterprise we believe that carefully crafted incentives can create maximum mutual benefit and trust for our clients. In pursuing this mission our thinking must be both foresighted and multi-directional (we must use “4Thought”).

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 holds the Series 24 and Series 66 Securities/Advisory licenses and is a licensed Life and 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 is also 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. 

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Brian C. Mackey, CLU


Chief Executive Officer

 

Brian is the Chief Executive Officer and a shareholder of 4Thought Financial Group. Brian brings over 40 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 the Series 24, Series 66, and Series 65 Securities/Advisory 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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Daniel Mackey


Investor Relations Officer

 

Daniel Mackey is a shareholder and the Investor Relations Officer of 4Thought Financial Group Inc. He is also an Investment Adviser Representative (IAR). Dan participates in a team approach to financial planning and implementation services for individuals, business owners and professionals. 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 holds the series 65 advisory license and is licensed as a Life and Health insurance representative.

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

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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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Calvin Vu


Operations Associate


Calvin Vu is an Operations Associate at 4Thought Financial Group. He recently joined to support on operational duties. 

Calvin is a seasoned financial professional with institutional sales experience across equity and fixed income markets covering long-only, real money and hedge fund accounts. He previously worked at Exotix Capital, boutique EM investment bank and CLSA Americas, LLC.

Calvin received his Master’s degree at New York University and is currently a CFA Level 3 candidate.

Calvin splits his time living in NYC and Long Island with his wife and young daughter.

Check the background of this Investment Professional

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 holds the Series 24 and Series 66 Securities/Advisory licenses and is a licensed Life and 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.

Check the background of this Investment Professional

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 is also 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.

Check the background of this Investment Professional

Brian Mackey - Chief Executive Officer
Brian Mackey

Brian C. Mackey, CLU


Chief Executive Officer

 

Brian is the Chief Executive Officer and a shareholder of 4Thought Financial Group. Brian brings over 40 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 the Series 24, Series 66, and Series 65 Securities/Advisory 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.

Check the background of this Investment Professional

Daniel Mackey - Investor Relations Officer
Daniel-Mackey

Daniel Mackey


Investor Relations Officer


Daniel Mackey is a shareholder and the Investor Relations Officer of 4Thought Financial Group Inc. He is also an Investment Adviser Representative (IAR). Dan participates in a team approach to financial planning and implementation services for individuals, business owners and professionals. 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 holds the series 65 advisory license and is licensed as a Life and Health insurance representative.

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

Check the background of this Investment Professional

Amy Ferrara - Operations Associate
Amy_Ferrara

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.

Check the background of this Investment Professional

 
Calvin Vu - Operations Associate
Calvin Vu

Calvin Vu


Operations Associate

 

Calvin Vu is an Operations Associate at 4Thought Financial Group. He recently joined to support on operational duties. 

Calvin is a seasoned financial professional with institutional sales experience across equity and fixed income markets covering long-only, real money and hedge fund accounts. He previously worked at Exotix Capital, boutique EM investment bank and CLSA Americas, LLC.

Calvin received his Master’s degree at New York University and is currently a CFA Level 3 candidate.

Calvin splits his time living in NYC and Long Island with his wife and young daughter.

Check the background of this Investment Professional

We are Invested in Your Success

Contact us today to see how 4Thought Financial Group can help you achieve your goals.