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 OfficerAt Fountainhead Advisors, Joe Halpern is Chief Investment Officer and a vital resource for managing clients’ investments. He brings to the role more than 20 years of experience working in senior positions at some of the best-known investment firms in the industry, including the American Stock Exchange where he was an Options Specialist and risk manager, ING where he managed a portfolio on behalf of the bank as well as engineered strategies for the worldwide client base of the bank and at Lehman Brothers post-bankruptcy, where he was responsible for unwinding a large, complex portfolio. Joe is a trusted and invaluable member of Fountainhead who brings a deep, institutional level knowledge of capital markets, product structure, and portfolio management in assisting our tightly-knit, client-focused team.
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 OfficerBob Renshaw is a Senior Financial Strategist and Compliance Officer at Fountainhead Advisors. A graduate of Montclair State University with a background in accounting, Bob brings over 20 years of experience in the financial industry., Bob began his career in corporate finance, developing financial planning and merger & acquisitions modeling strategies for Fortune 500 companies. But a desire to explore the “other side” of the industry to work closely with individuals, families and small business owners led him to a career shift. As a Certified Financial Planner™ professional, Bob’s primary role is as a financial advisor is to quarterback his client’s financial life understanding their unique story and creating a strategy to achieve their goals. He especially enjoys the planning aspect of what he does – it’s what he loves and does best.
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 Bednorz is an Analyst at Fountainhead Advisors. From a young age, Bryce was fascinated by money – where it came from, how people used it and what happened if you did or didn’t have it. He got his first full-time job in the financial services industry while a junior at Wright State University in Dayton, Ohio. Fairly early on, Bryce knew he was destined for a career in finance. But what he really wanted to do was change people’s lives. At Fountainhead, Bryce does both, providing clients with not just financial advice, but life advice. A strong communicator with an easygoing Midwestern manner, Bryce excels at taking complex financial issues and breaking them down into approachable language clients can easily understand.