40+ years of experience, 2nd generation and professionals to help secure your future
About Us
Steven Kolinsky along with his two sons Jason and Chad Kolinsky work together in this business. As a second-generation firm and major proponent of the entrepreneurial spirit Kolinsky Wealth Management is continuously looking to the future to ensure the success of their clients and their community for generations to come.
Kolinsky Wealth Management focuses on relationships, not products. Before we present ideas, we work with you to analyze your individual needs, goals, and investment challenges. Only after we have a full understanding of your financial picture do we begin to construct a customized solution that suits your unique needs.
We pride ourselves on an unwavering commitment to integrity, stability, long-term relationships, and the highest standards of service and performance. We look forward to helping you meet your financial goals.
Steven I. Kolinsky
CLU®, ChFC®
Since 1982, Steven Kolinsky, CLU®, ChFC®, has provided his clients with sound advice, investment guidance, and counsel.
Throughout the past 40+ years, Kolinsky has worked with a diverse group of high-net-worth individuals, families, and business owners, providing them with investment management services and insurance solutions.
He is a Managing Director at Kolinsky Wealth Management and a Registered Representative with World Investments, Inc.
Kolinsky has earned the distinguished Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College.Kolinsky is also the past President of the UJA / Federation of Rockland County, New York.
A graduate of Pace University in Westchester, NY, Steven resides with his wife, Janine, in Bergen County, NJ.
Jason Kolinsky
CFP®
Jason Kolinsky is a Managing Director at Kolinsky Wealth Management and a Registered Representative with World Investments, Inc. Since beginning his career in 2010, Jason has earned the trust of high-net-worth individuals and business owners by delivering tailored financial strategies grounded in a disciplined investment philosophy and a comprehensive planning process.
A CERTIFIED FINANCIAL PLANNER® professional since 2012, Jason focuses on investment management, financial planning, estate planning, and multi-generational wealth strategies. His investment experience spans equities, fixed income, alternative investments, and cash management—allowing him to craft sophisticated portfolios aligned with clients’ long-term goals.
Jason is also a licensed Life and Health Insurance Producer, enabling him to address risk and protection planning as part of a complete financial picture. He earned his B.S. in Business Administration with a concentration in Finance from Ramapo College of New Jersey.
Jason lives in Ramsey, NJ with his wife and three children and remains active in the community through his work with local organizations.
Chad Kolinsky
CFA® charterholder
Chad Kolinsky is a Managing Director and Investment Advisor Representative at Kolinsky Wealth Management and a Registered Representative with World Investments, Inc. A CFA® charterholder since 2021, Chad holds this investment designation recognized globally for portfolio management and investment analysis.
Chad began his career in finance as an investment banker at Barclays Bank, PLC, before transitioning into wealth management in 2017. Today, he advises high-net-worth individuals and business owners, providing comprehensive financial planning and investment solutions tailored to their specific needs. Chad also focuses on providing financial services to real estate owners by facilitating 1031 exchange replacement property investments.
Chad is a licensed Life and Health Insurance Producer and specializes in multi-generational planning, helping families preserve and transfer their wealth. His approach combines rigorous analysis with a personalized, relationship-driven style that resonates with entrepreneurial clients and affluent households alike.
Chad earned his B.A. in Economics from the University of Miami in 2012. He lives in Bergen County, NJ, with his wife and child.
David Ciano
Director, Investment ServicesDavid Ciano joined Kolinsky Wealth Management in 1997 and is an Investment Advisor Representative with World Investment Advisors, LLC. David is also a licensed insurance agent.
Connie Poveromo
Executive AssistantConnie Poveromo joined Kolinsky Wealth Management in 2007 as the Executive Assistant to Steven Kolinsky. In that role, she assists Steven with client services and is the first point of contact for many clients. Connie has more than 30 years of experience in banking and the broader financial services industry.
Melissa Zerrenner
Executive AssistantMelissa has been a part of Kolinsky Wealth Management since early 2023, serving as Executive Assistant to Jason Kolinsky. Melissa is a true tri-state native, hailing from Northeastern Connecticut and now residing in Bergen County, New Jersey. Melissa brings many years of experience supporting executive-level management in the pharmaceutical industry. In her free time, you can find Melissa cooking new recipes, keeping up with Pilates or enjoying time with her friends & family.
David Nagelhout
Senior Manager, Retirement Plan ServicesDavid joined Kolinsky Wealth Management, in early 2024. Previously, he worked at PRIME Pensions and PRCA. David earned his degree in Actuarial Mathematics from Bryant University. David has an extensive background in Retirement Plan Administration, serving the industry for over the past 25 years. David is a devoted baseball fan and a lifelong supporter of the New York Mets. Whether it’s assisting with the annual data requests or answering questions plan participants may have regarding eligibility, rollovers, or contributions, David is here to assist you.
Justin McPartland
Manager, Investments & Due DiligenceJustin McPartland joined Kolinsky Wealth Management in 2018 and is an Investment Advisor Representative with World Investment Advisors, LLC. Justin helps deliver tailored investment solutions that meet our clients' unique needs and expectations. Justin earned his Degree in Finance from the University of Vermont and is a CFA® charterholder since 2024. In his spare time, Justin enjoys mountain climbing and skiing on the wintery slopes throughout the cold months.
Maria Tringali
Account ManagerMaria joined Kolinsky Wealth Management, in 2010 bringing over 20 years of experience in insurance and financial services. In that role, Maria works directly with clients to underwrite life, disability, and long-term care insurance and service existing policies. Before joining Kolinsky Wealth Management Maria worked for several top-tier insurance agencies and a third-party marketing group, bridging banks and insurance carriers.
Janine Kolinsky
Office ManagerAs Office Manager, Janine Kolinsky has been with Kolinsky Wealth Management for over ten years. She graduated from Mercy College in 1982 with a Speech Pathology and Audiology degree. Janine performs a variety of duties throughout the day-to-day functioning of the office.
David Mowad
CFP®, CIMA®, CPWA®, MST, EADavid Mowad is an Investment Advisor Representative with World Investment Advisors, LLC and a Registered Representative with World Investments, Inc. David is also a licensed insurance agent.