We cultivate advisory relationships that provide decision making financial guidance along the ever-changing pathways of life.
Symphonic Financial Advisors was founded in 2005 as a solution for investment professionals and CPAs to provide premier, customized investment guidance and financial solutions to their clients. In 2013, City National Bank acquired Symphonic, further expanding our advisor’s access to investment research, analytics, trust services and portfolio management capabilities while enhancing the global reach of our investment teams.
Symphonic is dedicated to delivering premier resources that provide timely, relevant guidance to life’s uncertainty. Today, Symphonic has grown to 27 Registered Financial Advisors, in 16 National Financial Advisor Offices managing over $750 Million in client assets.
Garrett D’Alessandro, CFA, CAIA, AIF®
Chief Executive Officer
- Leads the strategic direction, portfolio management, and investment research of Symphonic Financial Advisors.
- Received his M.B.A. in finance from the Stern School of Business at New York University.
- Founder of Symphonic Financial Advisors
Kurt Hawkesworth, Esq.
Chief Operations Officer
- Responsible for oversight and administration of the operations of Symphonic.
- Earned his B.A. from New York State University at Stony Brook and his J.D. from Hofstra School of Law.
Gregg Giaquinto, Esq.
Managing Director, Client Services and Operations
- Supervises operations and compliance of Symphonic Financial Advisor practices and technology offerings.
- Received his B.S. in business management from the State University of New York at Old Westbury and his J.D. from Brooklyn Law School.
Dean Russell, CFP®, AIF®
Managing Director, Financial Advisor Practices
- Ensures that Symphonic Advisors maintain the highest standards of investment fiduciary practices.
- Leads Symphonic Insurance Guidance consulting services.
- Earned his B.S. in education from Illinois College and his M.S. in education from the University of Kansas.
Russ Launer, CFP®
Director, Client Services and Operations
- Administration of back office, client service, and logistical functions of Symphonic Financial Advisors.
- Earned his B.A. in communications from the University of Maryland at College Park and is pursuing his Master of Science Degree in Financial Planning at the College for Financial Planning. He is a Certified Financial Planner professional.
Shelly Hall, AIF®, CFIS
Director, Advisor Development
- Responsible for recruitment, training, and development of Symphonic Advisors and CPAs.
- Earned her B.S. in Business Administration with a minor in Political Science from Rockhurst University, graduating summa cum laude.
Joe Calhoun, CFP®
Director, Financial Planning
- Leads Symphonic Financial Planning services.
- Administration of financial planning solutions and client-engagement experiences at Symphonic Financial Advisors.
- Earned his B.A. in finance and computer science from Loyola University – Chicago. He is a Certified Financial Planner professional.
New Accounts and Account Administration
- Assists with the opening of new accounts, client service requests, and account maintenance projects.