Skip to content

Our Team Our Team

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

Chief Executive Officer

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

Chief Executive Officer
President, Chief Compliance Officer, Senior Wealth Advisor

Melissa Boccaci, CFP®, ChFC®

President, Chief Compliance Officer, Senior Wealth Advisor
Chief Operating Officer

Matthew MacLachlan, CFP®

Chief Operating Officer
Chief Growth Officer

David Young

Chief Growth Officer
Vice President, Senior Wealth Advisor

Sarah Lewis, MSFP, CFP®

Vice President, Senior Wealth Advisor
Chief Planning Officer

Nick DiStefano, MBA, CPA

Chief Planning Officer
Chief Investment Officer

Steve Serrano, CFA®

Chief Investment Officer
Senior Wealth Advisor

Sara Sokolowski, MBA, CFP®

Senior Wealth Advisor
Senior Wealth Advisor

Caitlin Polson, CFP®

Senior Wealth Advisor
Senior Wealth Advisor

Jeremy Sandler, MBA, CFP®

Senior Wealth Advisor
Senior Wealth Advisor

Kelly Saffery, CFP®

Senior Wealth Advisor
Senior Wealth Advisor

Jay Karamourtopoulos, CFP®, CEPA®

Senior Wealth Advisor
Associate Wealth Advisor

Katerina Baltas

Associate Wealth Advisor
Associate Wealth Advisor

Abby Slatalla

Associate Wealth Advisor
Client Service Operations Specialist

Jonathan Liff

Client Service Operations Specialist
Accounting Manager

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.