Marc Rock Managing PartnerMarc grew up in a typical middle-income home in New Jersey. He was the first in his family to go to college, graduating from Clark University with an MBA in accounting and finance. Marc started out as a trader, then built his own trading floor which he sold to E*Trade. His impulse to create Fountainhead came when his dad died. It was clear from his dad’s affairs he had never received any financial guidance. So Marc set out to build the kind of resource he would have wanted his dad to have, and a place where he would want his own life “managed”.
scott silver Partner, Chief Financial StrategistScott grew up in Cincinnati, where he attended The School for Creative and Performing Arts. Then he shifted his focus to a different kind of art — helping people take control of their finances, and their lives. Fueled by a work ethic he inherited from his parents and grandparents, Scott built a thriving business at a Fortune 100 financial service firm. When he and Marc Rock connected, they decided it would be powerful to combine their efforts — an ideal set-up for Scott’s rare compassion and no-B.S. approach to connecting with people.
Joe Halpern Chief Investment OfficerJoe grew up in NYC where he attended NYU Stern School of Business. He has had the opportunity to work in a number of unique positions including as Specialist in options on the American Stock Exchange and a senior role in the liquidation of the Lehman Brothers estate post bankruptcy. He is passionate about understanding and educating the core elements of investment strategies and structures and the ability to assist in democratizing investing for the masses.
Robert Klotz Partner, Chief Operating OfficerRobert grew up in Old Bridge, in central New Jersey, where he terrorized the neighborhood on his Big Wheel. He graduated from Red Bank Catholic and went to work for a series of Fortune 500 companies. At Grainger, Robert honed the operational skills he now uses to make constant refinements to the Fountainhead client experience. He takes pride in making clients’ path to success as clear and direct as possible. In their free time, Robert and his wife love to restore old homes to greatness.
Robert renshaw, cfp® Senior Financial Strategist, Chief Compliance OfficerRobert grew up in Kearny, New Jersey. He was the oldest of three kids in a close-knit family, and a dedicated athlete. Bob worked his way through Montclair State University. Then he began his career in corporate finance, developing financial planning and modeling strategies for Fortune 500 companies. But something was missing. So he moved to the “other side” of the business to work closely with individuals, families and small business owners. He considers the move the best career decision he‘s ever made.
paul lebowitz, cfp® Senior Financial StrategistRaised in the Sheepshead Bay section of Brooklyn, Paul’s a native New Yorker. He earned his graduate and undergraduate degrees in finance, and his MBA, at CUNY-Baruch College. Paul worked at large financial institutions before deciding to become an advisor in 1986 and use his experience to help individual families. His average client relationship endures 20 years, in many cases spanning multiple generations. Outside the office, Paul loves traveling, staying in shape, spending time with his wife, kids and grandkids, and eating great seafood.
Patrick James Law Financial StrategistPatrick is a native of the Garden State. His family has lived in Morris County for over 75 years. His younger years were divided between the woods of northern New Jersey and the beaches of southern California. He studied Fine Art Media at the Tufts University School of the Museum of Fine Art in Boston and at Art Center College of Design in Pasadena. When not in the office, as an avid outdoorsman, you will catch Patrick involved with conservation work, helping on his family farm, or generally “hiking around”. Much like his views on the layers of nature, Patrick strives to help others navigate a clear path through the complexity of their “financial forest”.
bryce bednorz AnalystBryce was born in Phoenix, the only child of a single mother. From an early age, he knew he wanted to pursue a career in finance. Bryce got his first full-time job in the business while a junior at Wright State University in Dayton, Ohio. There he met future Fountainhead partner Scott Silver, whom he badgered daily until Scott agreed to be Bryce’s mentor. Bryce loves the palpable feeling of relief he sees in clients’ faces when a piece of their financial life snaps into place.