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”).
Chief Executive Officer/ Chief Investment Officer
Chief Marketing Officer
Chief Financial Officer/ Investor Relations Officer
Operations and Compliance Associate
Operations Associate
Consultant/ Chairman Emeritus
Jesse Mackey is the Chief Executive Officer/ 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 the Journal of Financial Planning; 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.
Martin is the Chief Marketing Officer and a shareholder of 4Thought Financial Group. In addition to his corporate managerial 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.
Daniel Mackey is a shareholder as well as the Chief Financial Officer and an Investor Relations Officer of 4Thought Financial Group Inc. As an Investment Adviser Representative (IAR), Dan participates in a team approach to investment advisory services for institutions, 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 on Long Island, with his wife Natalie and three children. In his free time, Dan enjoys the outdoors and spending time with his family.
Maciej “Mick” Pawlowski is an Operations and Compliance Associate at 4Thought Financial Group, Inc., joining the team after previously working in the investment fund industry and legal profession in the United States and abroad. Prior to returning to the United States, he spent half a decade in Luxembourg, where he was employed as a legal & compliance officer for an international investment fund manager, and, previously, as in-house legal counsel for a corporate services company. He has also been an entrepreneur, successfully running a business in New Jersey for 6 years prior to moving abroad, and has worked in the legal field, where he conducted trial preparation for complex cases involving the US Army, a home improvement retailer, and a major US bank.
Mick holds a bachelor's degree in history with a German language minor from The George Washington University, in addition to, a Juris Doctor degree from Hofstra University Maurice A. Deane School of Law. He is a Polish native speaker and has conversational knowledge of German and Spanish.
Mick currently resides on Long Island, and enjoys attending sporting and other live events, hiking, skiing, traveling, volunteering at local organizations, and spending time with his friends and family.
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.
Brian is a consultant to 4Thought Financial Group, having retired from his former role as the Chairman of the Board. 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.
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.
Calvin Vu, CFA is an Investor Relations Officer of 4Thought Financial Group. As an Investment Adviser Representative (IAR), Calvin participates in a team approach to investment advisory services for institutions, individuals, business owners and professionals.
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 a Chartered Financial Analyst (CFA).
Calvin splits his time living in NYC and Long Island with his wife and young daughter.
Jesse Mackey is the Chief Executive Officer/ 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 the Journal of Financial Planning; 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.
Martin is the Chief Marketing Officer and a shareholder of 4Thought Financial Group. In addition to his corporate managerial 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.
Daniel Mackey is a shareholder as well as the Chief Financial Officer and an Investor Relations Officer of 4Thought Financial Group Inc. As an Investment Adviser Representative (IAR), Dan participates in a team approach to investment advisory services for institutions, 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 on Long Island, with his wife Natalie and three children. In his free time, Dan enjoys the outdoors and spending time with his family.
Maciej “Mick” Pawlowski is an Operations and Compliance Associate at 4Thought Financial Group, Inc., joining the team after previously working in the investment fund industry and legal profession in the United States and abroad. Prior to returning to the United States, he spent half a decade in Luxembourg, where he was employed as a legal & compliance officer for an international investment fund manager, and, previously, as in-house legal counsel for a corporate services company. He has also been an entrepreneur, successfully running a business in New Jersey for 6 years prior to moving abroad, and has worked in the legal field, where he conducted trial preparation for complex cases involving the US Army, a home improvement retailer, and a major US bank.
Mick holds a bachelor's degree in history with a German language minor from The George Washington University, in addition to, a Juris Doctor degree from Hofstra University Maurice A. Deane School of Law. He is a Polish native speaker and has conversational knowledge of German and Spanish.
Mick currently resides on Long Island, and enjoys attending sporting and other live events, hiking, skiing, traveling, volunteering at local organizations, and spending time with his friends and family.
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.
Brian is a consultant to 4Thought Financial Group, having retired from his former role as the Chairman of the Board. 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.
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.
Contact us today to see how 4Thought Financial Group can help you achieve your goals.
The information provided by 4Thought is educational only and is not to be interpreted or construed as investment or tax advice.
© 2024 4Thought Financial Group Inc.
Investment Advisory Services are offered through 4Thought Financial Group Inc.,
Registration does not imply a certain level of skill or training. The content presented here is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered (or notice filed) or where an exemption or exclusion from such registration exists. Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.
Form CRS, Firm Brochure (ADV Part2), Privacy Policy Notice, and Wrap Fee Program Brochure Disclosure BrokerCheck
Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). GIPS-compliant performance information for 4Thought's strategies may be obtained by email at info@4tfg.com; on the 4Thought website at www.4tfg.com/performance-requests; or by phone at (516) 300-1617.
Form CRS, Firm Brochure (ADV Part2), Privacy Policy Notice, and Wrap Fee Program Brochure Disclosure BrokerCheck
Investment Advisory Services are offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.
Registration does not imply a certain level of skill or training. The content presented here is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered (or notice filed) or where an exemption or exclusion from such registration exists. Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.
Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). GIPS-compliant performance information for 4Thought's strategies may be obtained by email at info@4tfg.com; on the 4Thought website at https://www.4tfg.com/performance-requests; or by phone at (516) 300-1617.