Christopher joined Heritage in 2008 and is currently the Managing Director of Insurance and Case Design. Mr. Halvey oversees the entire team responsible for analyzing and monitoring all client life insurance portfolios. Christopher performs in depth analysis that include advanced planning techniques and the sophisticated use and design of life insurance.
Mr. Halvey monitors ongoing life insurance industry developments and closely examines the financial stability of underlying companies (i.e. dividend and financial analysis). In addition, he monitors changes in tax laws and other legislation to ensure that client objectives continue to be met.
Mr. Halvey earned his bachelor’s degree from Stony Brook University with a double major in Economics and Business Management, and a concentration in Finance.
Mr. Halvey holds his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.
Jeremy joined Heritage Strategies in 2010 having known the Founder and Managing Member since 2004. Mr. Taubes has developed a nationwide network of valued business relationships consisting of industry professionals and private business owners.
Jeremy launched his professional career as a hedge fund trader with Puglisi and Company, while attending Hofstra. During his time at Puglisi, Mr. Taubes gained hands on knowledge of the securities industry and the financial markets.
Mr. Taubes graduated from Hofstra University in 2001 with a BS in accounting. Mr. Taubes holds various licenses which include Chartered Life Underwriter® (CLU®), Life, Accident & Health Insurance, Variable Life Insurance & Annuities, Property & Casualty Insurance, General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63).
Mr. Taubes resides in Long Island, New York, with his wife and daughters and serves as a board member of the Children’s Medical Fund of New York.
Jeremy joined Heritage Strategies in 2010 having known the Founder and Managing Member since 2004. Mr. Taubes has developed a nationwide network of valued business relationships consisting of industry professionals and private business owners.
Jeremy launched his professional career as a hedge fund trader with Puglisi and Company, while attending Hofstra. During his time at Puglisi, Mr. Taubes gained hands on knowledge of the securities industry and the financial markets.
Mr. Taubes graduated from Hofstra University in 2001 with a BS in accounting. Mr. Taubes holds various licenses which include Chartered Life Underwriter® (CLU®), Life, Accident & Health Insurance, Variable Life Insurance & Annuities, Property & Casualty Insurance, General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63).
Mr. Taubes resides in Long Island, New York, with his wife and daughters and serves as a board member of the Children’s Medical Fund of New York.
Michael Sparico joined Heritage Strategies LLC in 2018 as a Senior Vice President of Business Development, bringing with him a wealth of experience driving growth and creating value for his clients. Michael works in conjunction with the partners on all facets of client engagements, introducing UHNW Families to the Heritage Platform, and leads the firms Private Placement business.
Michael began his professional career working with a Travel/Hospitality Tech start-up following college in 2005. In the depths of the financial crisis, Mr. Sparico leveraged his finance experience joining National Grid as an Analyst within their corporate finance department covering physical and financial energy commodity price exposure, risk management, trading and regulatory reporting. In 2010, Mr. Sparico joined Energex Worldwide Trading as an energy derivatives broker on the floor of the New York Mercantile Exchange specializing in Oil/Natural Gas Options Trading. Subsequently in 2013, Michael launched his own institutional sales trading desk within the SCB Group where he managed the firm’s volatility and hedging strategies.
Michael holds a B.A. in Managerial Economics with a Minor in French from Union College in Schenectady NY, where he played Varsity Lacrosse. He maintains various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities.
Michael and his wife are avid supporters of St. Jude Children’s Research Hospital via their work with the Curetivity Foundation.
Jon joined Heritage Strategies LLC in 2018 and serves as Senior Vice President of Business Development. He enthusiastically approaches estate, business, charitable and life insurance planning for affluent families in an efficient and effective manner.
Prior to joining Heritage Strategies, Mr. Rothschild had a successful entrepreneurial career. Most recently, serving as a Financial Advisor at Northwestern Mutual helping individuals with their financial planning goals.
Jon graduated from University of Maryland, Robert H. Smith School of Business with a bachelor’s degree in Management Information Systems and Finance. Mr. Rothschild holds various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities. Currently, he is working towards the Certified Financial Planner designation.
Jon competes in Ironman triathlons as well as raising money for various charities through endurance events, such as The Challenged Athletes Foundation and Leukemia Lymphoma Society.
Matthew joined Heritage in 2017 as the Director of the Group Medical and Property & Casualty business and was named Partner in 2018.
Matthew launched his professional career at Bloomberg LP selling their financial software to Fortune 500 companies. In 2014 Mr. Coleman joined Microsoft, where he led an Enterprise team focused on selling into the financial services industry. In 2016, Matthew finished as the top revenue CRM seller in the country. Mr. Coleman was responsible to manage the business and strategic relationships between Microsoft and key global financial services clients while providing strategic support and guidance to drive impact to each client’s business.
Matthew Coleman graduated from the Ross School of Business at the University of Michigan in 2011 with a bachelor’s in Business Administration focused on finance and marketing. Matthew holds a Life, Accident & Health Insurance license.
Mr. Shapses joined Heritage as a Partner in 2014 to focus on his planning work with HNW and UHNW families. Alex leverages his in-depth private equity experience to actively manage and enhance client’s life insurance portfolios while aiding in the development of their estate plans.
Mr. Shapses began his insurance career in 2000 with his first position at Further Lane Asset Management focused on raising high-net-worth capital for institutionally platform-approved hedge funds. Concurrently, he developed Further Lane’s insurance and estate planning business primarily serving family office clients. In 2005, Mr. Shapses began to work more deeply in the asset backed world, aggregating life settlements for private equity and hedge fund investors utilizing his own insurance licensed company - A. Shapses and Company. Thereafter, Mr. Shapses merged A. Shapses and Company to co-found Dearborn Capital Partners. At Dearborn, Mr. Shapses was instrumental in the aggregation of more than $3 billion of notional value, actively managing, along with Martin Fleisher, a life settlement fund in excess of $1.5bn of notional face. Mr. Shapses was hired as a consultant to Institutional Life Services (Owned by Madison Dearborn Capital) in March of 2013 to focus on portfolio and block trading with private equity, hedge fund, and institutional relationships.
Mr. Shapses obtained a Bachelor’s in Finance and Organization Management from the Gouizeta Business School at Emory University in Atlanta GA. Additionally, Alex received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from New York University. He maintains Life and Health Insurance, Property and Casualty Insurance, Life Settlement Broker licenses and a Series 7 license.
Mr. Shapses currently serves as an Associate Board Member of The Museum of Jewish Heritage and also serves on the Advisory Board for IAVA.
Thomas joined Heritage Strategies LLC in 2011 as an Associate and eventually was named Partner in 2016. Mr. Fanning’s focus is on Estate, Business, Charitable and Life Insurance Planning for affluent families. His active roles include those from new business development to all facets of structuring and ongoing management of the Planning process for clients. In addition, Mr. Fanning works closely with the Partners at Heritage to formulate and execute the firm’s long-term vision to ensure its clients continue to receive an unparalleled experience.
Prior to joining Heritage Strategies LLC, Mr. Fanning launched his professional career as a Financial Advisor with UBS Financial Services, Inc. During his time at UBS Financial Services, Inc. Mr. Fanning provided financial and wealth management advice and services.
Mr. Fanning graduated from Fairfield University, Dolan School of Business with a bachelor’s degree in Finance with a concentration in Economics. Mr. Fanning holds various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities, Property & Casualty Insurance, General Securities Representative (Series 7) and Investment Advisor Representative (Series 66).
Mr. Fanning originally founded Heritage Strategies in 2009 and is recognized as an expert in the field of estate, business succession and life insurance planning for the ultra-affluent with over 35 years of experience
Mr. Fanning began his career within the I.F.D. division of CIGNA, a $60 billion financial services leader. Recognizing that his high net worth clientele desired more sophisticated and focused planning, Mr. Fanning partnered with two former CIGNA colleagues in 1990 and established one of the top national life insurance brokerage firms in the country representing some of America's most prominent families.
In 2002, Mr. Fanning's former partnership was acquired by National Financial Partners (NFP), a NYSE listed company, where he remained as President until reacquiring his practice and establishing Heritage Strategies LLC in 2009. Subsequently, Heritage Strategies LLC became one of 155 member firms of M Financial Group (www.mfin.com). M Financial Group is one of the nation’s leading financial service institutions owning their own reinsurance company while simultaneously partnering with top carriers in the life insurance industry.
Mr. Fanning is also a Founder and Director of Gold Coast Bank and most recently acquired the Franchise rights to PDQ (www.eatpdq.com) for the majority of the Tri-State area.
In addition, Mr. Fanning serves as Chair of the Charles F. Dolan School of Business Advisory Council at Fairfield University and Vice Chairman of the Foundation Board of St. Francis Hospital.
Haim joined Heritage in 2018 and serves as the Chief Operating Officer. Mr. Malka works closely with the Partners and Executive Leadership of the firm to advance the organization’s mission, vision, core values and strategic priorities. Haim oversees the entire organizations operations functions while implementing the appropriate technology and infrastructure so that Heritage can continue to deliver industry leading products and services.
Haim began his professional career at JPMorgan Chase where he worked directly with one of the top Financial Advisors in the country. Mr. Malka eventually leveraged his operations and client service experience to join Double Rock as a Team Leader. In 2011, Haim joined Jennison Associates where he assisted in the building of internal platforms, automation, and client reporting. Thereafter, Haim joined AQR Capital where he focused on Investor relations and client project management. Subsequently in 2017 Haim began consulting for Multi-Family offices.
Haim graduated from the University at Albany with a bachelor’s degree in Economics. Mr. Malka also earned his Master of Science in Investor Relations from the Gabelli School of Business at Fordham University.
Heather Fanning Geyer graduated from Fairfield University with a bachelor’s degree in Sociology. Upon completion in 2006, Ms. Geyer joined Mr. Fanning as part of his Client Servicing team while simultaneously studying for her Masters at Long Island University, Post Campus. After graduating in 2010, she left Heritage and became an elementary school teacher in Bellmore, New York. In January 2015, Ms. Geyer made the decision to return to Heritage Strategies. In May 2016, Ms. Geyer transitioned into the Director, Human Resources and Compliance.
Prior to returning to Heritage, Ms. Geyer was the Head Varsity Swim Coach of a prominent high school in Syosset, New York. She was also the Assistant Aquatics Director at Nassau Country Club for over 10 years. She was responsible for day-to-day operations, daily communication with members and staff, the swim camp and swim team programs, as well as Coordinator for the North Shore Swim League.
Christopher joined Heritage in 2008 and is currently the Managing Director of Insurance and Case Design. Mr. Halvey oversees the entire team responsible for analyzing and monitoring all client life insurance portfolios. Christopher performs in depth analysis that include advanced planning techniques and the sophisticated use and design of life insurance.
Mr. Halvey monitors ongoing life insurance industry developments and closely examines the financial stability of underlying companies (i.e. dividend and financial analysis). In addition, he monitors changes in tax laws and other legislation to ensure that client objectives continue to be met.
Mr. Halvey earned his bachelor’s degree from Stony Brook University with a double major in Economics and Business Management, and a concentration in Finance.
Mr. Halvey holds his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.
Heather Fanning Geyer graduated from Fairfield University with a bachelor’s degree in Sociology. Upon completion in 2006, Ms. Geyer joined Mr. Fanning as part of his Client Servicing team while simultaneously studying for her Masters at Long Island University, Post Campus. After graduating in 2010, she left Heritage and became an elementary school teacher in Bellmore, New York. In January 2015, Ms. Geyer made the decision to return to Heritage Strategies. In May 2016, Ms. Geyer transitioned into the Director, Human Resources and Compliance.
Prior to returning to Heritage, Ms. Geyer was the Head Varsity Swim Coach of a prominent high school in Syosset, New York. She was also the Assistant Aquatics Director at Nassau Country Club for over 10 years. She was responsible for day-to-day operations, daily communication with members and staff, the swim camp and swim team programs, as well as Coordinator for the North Shore Swim League.
Haim joined Heritage in 2018 and serves as the Chief Operating Officer. Mr. Malka works closely with the Partners and Executive Leadership of the firm to advance the organization’s mission, vision, core values and strategic priorities. Haim oversees the entire organizations operations functions while implementing the appropriate technology and infrastructure so that Heritage can continue to deliver industry leading products and services.
Haim began his professional career at JPMorgan Chase where he worked directly with one of the top Financial Advisors in the country. Mr. Malka eventually leveraged his operations and client service experience to join Double Rock as a Team Leader. In 2011, Haim joined Jennison Associates where he assisted in the building of internal platforms, automation, and client reporting. Thereafter, Haim joined AQR Capital where he focused on Investor relations and client project management. Subsequently in 2017 Haim began consulting for Multi-Family offices.
Haim graduated from the University at Albany with a bachelor’s degree in Economics. Mr. Malka also earned his Master of Science in Investor Relations from the Gabelli School of Business at Fordham University.
Michael Sparico joined Heritage Strategies LLC in 2018 as a Senior Vice President of Business Development, bringing with him a wealth of experience driving growth and creating value for his clients. Michael works in conjunction with the partners on all facets of client engagements, introducing UHNW Families to the Heritage Platform, and leads the firms Private Placement business.
Michael began his professional career working with a Travel/Hospitality Tech start-up following college in 2005. In the depths of the financial crisis, Mr. Sparico leveraged his finance experience joining National Grid as an Analyst within their corporate finance department covering physical and financial energy commodity price exposure, risk management, trading and regulatory reporting. In 2010, Mr. Sparico joined Energex Worldwide Trading as an energy derivatives broker on the floor of the New York Mercantile Exchange specializing in Oil/Natural Gas Options Trading. Subsequently in 2013, Michael launched his own institutional sales trading desk within the SCB Group where he managed the firm’s volatility and hedging strategies.
Michael holds a B.A. in Managerial Economics with a Minor in French from Union College in Schenectady NY, where he played Varsity Lacrosse. He maintains various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities.
Michael and his wife are avid supporters of St. Jude Children’s Research Hospital via their work with the Curetivity Foundation.
Jon joined Heritage Strategies LLC in 2018 and serves as Senior Vice President of Business Development. He enthusiastically approaches estate, business, charitable and life insurance planning for affluent families in an efficient and effective manner.
Prior to joining Heritage Strategies, Mr. Rothschild had a successful entrepreneurial career. Most recently, serving as a Financial Advisor at Northwestern Mutual helping individuals with their financial planning goals.
Jon graduated from University of Maryland, Robert H. Smith School of Business with a bachelor’s degree in Management Information Systems and Finance. Mr. Rothschild holds various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities. Currently, he is working towards the Certified Financial Planner designation.
Jon competes in Ironman triathlons as well as raising money for various charities through endurance events, such as The Challenged Athletes Foundation and Leukemia Lymphoma Society.
Matthew joined Heritage in 2017 as the Director of the Group Medical and Property & Casualty business and was named Partner in 2018.
Matthew launched his professional career at Bloomberg LP selling their financial software to Fortune 500 companies. In 2014 Mr. Coleman joined Microsoft, where he led an Enterprise team focused on selling into the financial services industry. In 2016, Matthew finished as the top revenue CRM seller in the country. Mr. Coleman was responsible to manage the business and strategic relationships between Microsoft and key global financial services clients while providing strategic support and guidance to drive impact to each client’s business.
Matthew Coleman graduated from the Ross School of Business at the University of Michigan in 2011 with a bachelor’s in Business Administration focused on finance and marketing. Matthew holds a Life, Accident & Health Insurance license.
Mr. Shapses joined Heritage as a Partner in 2014 to focus on his planning work with HNW and UHNW families. Alex leverages his in-depth private equity experience to actively manage and enhance client’s life insurance portfolios while aiding in the development of their estate plans.
Mr. Shapses began his insurance career in 2000 with his first position at Further Lane Asset Management focused on raising high-net-worth capital for institutionally platform-approved hedge funds. Concurrently, he developed Further Lane’s insurance and estate planning business primarily serving family office clients. In 2005, Mr. Shapses began to work more deeply in the asset backed world, aggregating life settlements for private equity and hedge fund investors utilizing his own insurance licensed company - A. Shapses and Company. Thereafter, Mr. Shapses merged A. Shapses and Company to co-found Dearborn Capital Partners. At Dearborn, Mr. Shapses was instrumental in the aggregation of more than $3 billion of notional value, actively managing, along with Martin Fleisher, a life settlement fund in excess of $1.5bn of notional face. Mr. Shapses was hired as a consultant to Institutional Life Services (Owned by Madison Dearborn Capital) in March of 2013 to focus on portfolio and block trading with private equity, hedge fund, and institutional relationships.
Mr. Shapses obtained a Bachelor’s in Finance and Organization Management from the Gouizeta Business School at Emory University in Atlanta GA. Additionally, Alex received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from New York University. He maintains Life and Health Insurance, Property and Casualty Insurance, Life Settlement Broker licenses and a Series 7 license.
Mr. Shapses currently serves as an Associate Board Member of The Museum of Jewish Heritage and also serves on the Advisory Board for IAVA.
Thomas joined Heritage Strategies LLC in 2011 as an Associate and eventually was named Partner in 2016. Mr. Fanning’s focus is on Estate, Business, Charitable and Life Insurance Planning for affluent families. His active roles include those from new business development to all facets of structuring and ongoing management of the Planning process for clients. In addition, Mr. Fanning works closely with the Partners at Heritage to formulate and execute the firm’s long-term vision to ensure its clients continue to receive an unparalleled experience.
Prior to joining Heritage Strategies LLC, Mr. Fanning launched his professional career as a Financial Advisor with UBS Financial Services, Inc. During his time at UBS Financial Services, Inc. Mr. Fanning provided financial and wealth management advice and services.
Mr. Fanning graduated from Fairfield University, Dolan School of Business with a bachelor’s degree in Finance with a concentration in Economics. Mr. Fanning holds various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities, Property & Casualty Insurance, General Securities Representative (Series 7) and Investment Advisor Representative (Series 66).
Mr. Fanning originally founded Heritage Strategies in 2009 and is recognized as an expert in the field of estate, business succession and life insurance planning for the ultra-affluent with over 35 years of experience
Mr. Fanning began his career within the I.F.D. division of CIGNA, a $60 billion financial services leader. Recognizing that his high net worth clientele desired more sophisticated and focused planning, Mr. Fanning partnered with two former CIGNA colleagues in 1990 and established one of the top national life insurance brokerage firms in the country representing some of America's most prominent families.
In 2002, Mr. Fanning's former partnership was acquired by National Financial Partners (NFP), a NYSE listed company, where he remained as President until reacquiring his practice and establishing Heritage Strategies LLC in 2009. Subsequently, Heritage Strategies LLC became one of 155 member firms of M Financial Group (www.mfin.com). M Financial Group is one of the nation’s leading financial service institutions owning their own reinsurance company while simultaneously partnering with top carriers in the life insurance industry.
Mr. Fanning is also a Founder and Director of Gold Coast Bank and most recently acquired the Franchise rights to PDQ (www.eatpdq.com) for the majority of the Tri-State area.
In addition, Mr. Fanning serves as Chair of the Charles F. Dolan School of Business Advisory Council at Fairfield University and Vice Chairman of the Foundation Board of St. Francis Hospital.