Our Team
The NEPWA team is talented, knowledgeable, and committed to providing you with a top-tier client experience.
Ira Rapaport, MST, CPA/PFS, CIMA®, CFP®, AIF®
Chief Executive Officer
Melissa Boccaci, CFP®, ChFC®
President, Chief Compliance Officer, Senior Wealth Advisor
Matthew MacLachlan, CFP®
Chief Operating Officer
David Young
Chief Growth Officer
Sarah Lewis, MSFP, CFP®
Vice President, Senior Wealth Advisor
Nick DiStefano, MBA, CPA
Chief Planning Officer
Steve Serrano, CFA®
Chief Investment Officer
Sara Sokolowski, MBA, CFP®
Senior Wealth Advisor
Caitlin Polson, CFP®
Senior Wealth Advisor
Jeremy Sandler, MBA, CFP®
Senior Wealth Advisor
Kelly Saffery, CFP®
Senior Wealth Advisor
Jay Karamourtopoulos, CFP®, CEPA®
Senior Wealth Advisor
Katerina Baltas
Associate Wealth Advisor
Abby Slatalla
Associate Wealth Advisor
Jonathan Liff
Client Service Operations Specialist
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.