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Our Team Our Team

The NEPWA team is talented, experienced, and committed to providing you with a top-tier client experience.

Our Team

Ira Rapaport, MST, CPA/PFS, CIMA®, CFP®, AIF®

Chief Executive Officer

Our Team

Melissa Boccaci, CFP®, ChFC®

President, Chief Compliance Officer, Senior Wealth Advisor

Our Team

Sarah Lewis, MSFP, CFP®

Vice President, Senior Wealth Advisor

Our Team

Matthew MacLachlan, CFP®

Chief Operating Officer

Our Team

Nick DiStefano, MBA, CPA

Chief Planning Officer

Our Team

Steve Serrano, CFA®

Chief Investment Officer

Our Team

Sara Sokolowski, MBA, CFP®

Senior Wealth Advisor

Our Team

Caitlin Polson, CFP®

Senior Wealth Advisor

Our Team

Jeremy Sandler, MBA, CFP®

Senior Wealth Advisor

Our Team

Kelly Saffery, CFP®

Senior Wealth Advisor

Our Team

Jay Karamourtopoulos, CFP®, CEPA®

Senior Wealth Advisor

Our Team

Katerina Baltas

Associate Wealth Advisor

Our Team

Abby Slatalla

Associate Wealth Advisor

NEWPA Group Photos

Jonathan Liff

Client Service Operations Specialist

NEWPA Group Photos

Eileen Chaput

Accounting Manager

Let’s connect and start building your future together.

We’d love to learn more about you. A member of our team will follow up to share how NEPWA can earn your trust with objective, thoughtful, and personalized service. 

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