John is President & Senior Wealth Strategist of Premier Wealth Advisors.  John is also the Chairman of the PWA Investment Policy Committee and leads the team of advisors in delivering asset management and comprehensive wealth management solutions to their clients.

John founded the firm in 1992 and has been in the financial services industry for over 30 years. John attained his CFP® professional designation through the CERTIFIED FINANCIAL PLANNER™ program at New York University, is a member of the Financial Planning Association (FPA) and is a popular speaker on financial planning and investment management topics.

John is also a Designated Registered Principal (DRP) and an Investment Executive with Cetera Advisors, LLC, a FINRA/SIPC member broker-dealer firm.  John holds series 3, 4, 7, 24, 51, 63 and 65 securities registrations and is also licensed by various state insurance departments for life, annuities, health and disability insurance.  John has always been active in community service and was instrumental in the pro bono “9/11 Financial Planning Relief Services” organized by the Financial Planning Association.

John has a love for music and the arts, and enjoys playing guitar, and painting. He stays active by playing ice hockey, tennis, and is an avid golfer, snowboarder, and surfer. His passion for the ocean and environmental concerns have led him to volunteer with The Surfrider Foundation, a non-profit, global environmental watchdog organization.

John was born in Santiago, Chile but has lived in the New York Metropolitan area most of his life. John currently resides on Long Island with his wife and son.

Russell Bailyn is a Vice President | Wealth Strategist and a member of the PWA Investment Policy Committee.  Russell joined the Premier Wealth Advisors team in 2002. Russell is also an Investment Executive with Cetera Advisors, LLC, a FINRA/SIPC member broker/dealer firm and maintains series 7, 63, and 65 registrations along with his Life, Accident, and Health Insurance License.

Russell is the author of Navigating the Financial Blogosphere, a personal finance book published by John Wiley & Sons in September 2007. The book is based on his highly trafficked financial planning blog and addresses commonly asked personal finance questions.

Russell specializes in low-cost portfolio construction, 401k rollovers, and detailed personal financial analysis. His ideas and opinions have been featured in many publications including Investor’s Business Daily, Wealth Manager Magazine, TheStreet.com, Forbes.com, Consumer Reports, Seeking Alpha, AM New York, Financial Advisor Magazine, and The Journal of Financial Planning. His professional affiliations include The Author’s Guild and The Financial Planning Association.

Russell has a Bachelor of Science from the New York University Steinhardt School of Culture, Education, and Human Development with a concentration in Economics.

Russell has a passion for music and is an accomplished cellist.  Russell has lived in the New York metropolitan area most of his life and now resides on Long Island with his wife and two young children.

Debra Burnham is a Portfolio Manager and a member of the PWA Investment Policy Committee.  Debra joined the Premier Wealth Advisors team in February 2018 and is also an Investment Executive with Cetera Advisors, LLC, a FINRA/SIPC member broker/dealer firm.  She holds series 7, 24, 63, and 87 licenses.

Debra manages and develops custom portfolio strategies for high net worth individuals, charitable organizations, retirement plans, and corporations.  Debra’s portfolio management methodology incorporates fundamental and macroeconomic analysis and combines it with a bottom-up and top-down stock picking approach.

Debra’s career in the financial services industry spans over 30 years.  She began her career at Drexel Burnham Lambert Inc., where she was an Assistant Vice President of Institutional Sales.  She later moved on in 1990 to become Vice President and Director of Burnham Asset Management Corporation, where she held various positions including Chief Compliance Officer. She served as Executive Vice President at Burnham Investors Trust (a family of mutual funds), and as Vice President at Burnham Securities Inc.  Her responsibilities throughout that period involved research, portfolio management, marketing, and shareholder communications.

Debra is a graduate of The University of Pennsylvania.  

Jon M. Burnham joined Premier Wealth Advisors as a consultant and member of the PWA Investment Policy Committee in February 2018. We are honored to have access to the knowledge and expertise of Mr. Burnham, whose illustrious career in the financial services industry spans over 50 years.

Mr. Burnham served as Chairman and Chief Executive Officer of Burnham Asset Management Corporation and Burnham Securities Inc. He was the lead Portfolio Manager of the Burnham Fund and served as Chairman and CEO of Burnham Investors Trust (a family of mutual funds). Prior to that position, Mr. Burnham was Senior Vice President and Assistant to Frank Zarb, then Chairman and Chief Executive Officer of Smith Barney, Harris Upham & Co., Inc., and Senior Executive Vice President in charge of National Retail Sales of Drexel Burnham Lambert Incorporated.

Mr. Burnham has been a member of the Securities Industry Association’s Government Relations Committee and the New York Stock Allocation Committee. He served as a Trustee on the PENN Medicine Board of Trustees and was Trustee of Blythdale Children’s Hospital in Valhalla, New York.

Mr. Burnham is a graduate of the Choate School in Wallingford, Connecticut. He received a B.S. in Economics from the Wharton School of Finance and Commerce of the University of Pennsylvania in 1959.

Edward P. Mally, CFA® is a Portfolio Manager with Premier Wealth Advisors, LLC (PWA), and a registered Investment Advisor Representative (IAR) with PWA. As a fiduciary investment advisor, Ed develops custom portfolio strategies for clients, manages portfolios of equity and fixed income investments, and performs investment selection, portfolio construction, and risk management. He holds the Series 66 license and has the Chartered Financial Analyst (CFA®) professional designation from the CFA institute.

Ed joined Premier Wealth Advisors in 2022 with 35 years’ experience as a financial professional. He has an extensive background in equity and fixed income analysis and an expertise in portfolio management, security selection, and risk assessment. He possesses a broad knowledge of the capital markets with in-depth experience across multiple asset classes, including equities, high yield debt, corporate leveraged loans, and investment grade debt.

In 2020, Ed founded New Creek Capital Advisors, LLC, a Westport, Connecticut-based family office for which he manages investments in his role as an IAR with PWA. From 2008-2020 he was Managing Director, Head of Institutional Research, and a member of the Management Committee for Imperial Capital, LLC (IC) in New York, Stamford, CT, and London, UK. During his tenure at Imperial Capital, he also was an IAR for IC’s affiliate Imperial Capital Asset Management, LLC. From 2002 to 2008, he was Director of Research for Murray Capital Management, a hedge fund that specialized in fixed income and equity investment management. Prior to that, Ed was managing director for CIBC World Markets, from 1995 to 2002, where he was Director of high-yield and distressed debt research, and a member of the high-yield operating committee. He began his Wall Street career in 1986 at Salomon Brothers Inc. as a fixed income research analyst.

Ed earned his MBA degree in Finance from the Columbia University Graduate School of Business, and his BS degree in Economics, with a concentration in Finance, from the University of Pennsylvania, Wharton School. He currently serves on the Board of Advisors of Penn Live Arts at the University of Pennsylvania, and previously was a member, from 2004 to 2018, of the Board of Advisors of the University of Pennsylvania Libraries.

Jeff Kerman is an Investment Advisor Representative of Premier Wealth Advisors, LLC., and a Senior Managing Director of Wealth Partners Advisors, LLC. Jeff is also a Certified Wealth Strategist and a J.D. who enjoys working with his clients and listening to their unique stories. Using his law background, he specializes in combining the estate planning, financial, investments, insurance, tax and business planning processes for people who want more confidence and satisfaction in their financial matters. Working in partnership, they create, implement and monitor a financial life plan that strives to produce the clients’ desired outcome so that they can have the best life their money can buy them.

Jeff proudly offers ethical financial services in the areas of retirement and income planning for successful people and their families. As an independent financial advisor, he is process-driven, research-based, and product agnostic. Jeff works with his clients to develop relevant strategies for the accumulation, preservation and ultimate distribution of their wealth while helping them plan for the minimization of estate tax exposure and other liabilities. He often works in partnership with his clients’ other trusted advisors to implement beneficial strategies.

Jeff is also an Investment Adviser Representative of Cetera Advisors, LLC and maintains FINRA Series 7 and 66 registrations and is also licensed by various state insurance departments for life, annuities, health and disability insurance.

Prior to financial and legal services, Jeff had substantial experiences as a business executive with Fortune 500 Companies. He practiced as a Tax, Trusts and Estates and Elder Law Attorney with special emphasis on protecting clients’ assets for future generations. These experiences enhance his perspective and understanding of his clients’ needs and objectives.
Jeff is a motivating speaker and published author with several articles published. Jeff has spoken on various Financial, Investment and Retirement topics for the New York State Bar Association, and on Preserving Family Assets: Avoiding Estate Taxes & Nursing Home Costs for numerous Continuing Education programs.

Jeff is married with an amazing daughter, and resides in Westchester County, New York. He is a Krav Maga (Israeli Martial Arts) Instructor and practitioner. Jeff is also a former competitive racquetball player and is an American Professional Racquetball Organization (AMPRO) Professional Level Certified Racquetball Instructor.

Greg has been a member of the Premier Wealth Advisors team as an Investment Advisor Representative since 2010.  He has been providing investment advice and financial strategies for his clients for over 15 years.

He began his financial services career at a regional investment firm specializing in structuring portfolio strategies with a focus on tax-exempt Municipal bonds. In addition, he is an Investment Executive of Cetera Advisors, LLC.  He maintains FINRA Series 7, 63 and 65 registrations, as well as being registered with various state insurance departments for life, annuities and health insurance.

Prior to his career in financial services, Greg was an advertising executive and publisher.  He also volunteers at local grassroots organizations. 

Greg and his wife reside in Manhattan with their teenage son, who keeps them very busy.

David Volkman is an Investment Advisor Representative of Premier Wealth Advisors, LLC., and a Managing Director of Granite Ridge Wealth Advisors, LLC. David is an accomplished financial advisor who has developed truly amazing relationships with his clients over the years.

His objective perspective and advisory approach have led him to be associated with firms that enable his independent methodology. His emphasis on financial education and training has created opportunities to enhance his clients’ lives in meaningful ways. As a Certified Wealth Strategist CWS® professional, Accredited Investment Fiduciary AIF® professional and Certified Identity Theft Risk Management Specialist CITRMS®, the combination of designations and additional ongoing continuing education allows David to have access to the latest information on risk management, financial research, portfolio design methodologies and client collaboration techniques.

David is also an Investment Executive of Cetera Advisors, LLC and maintains FINRA Series 6, 63, and 65 licenses, and is also licensed by various state insurance departments for life, annuities, health, and disability insurance.

Andrea joined the Premier Wealth Advisor team in 2015 as Director of Business Development.

Over the past 20 years, Andrea held numerous executive sales and management roles in the Fashion and Beauty industry, with major brands such as Dior / LVMH and L’Oréal. Andrea’s strong personality always inspired others and her colleagues often looked to her for advice across a broad range of topics, both professional and personal. As a result, she found that many executives and peers (who were predominantly women) did not have a good grasp of their personal finances.

That experience led her to this new role. A role focused on helping people, advocating for fiscal responsibility, and promoting the importance of financial planning and having a sound strategy. Andrea learned that many of us don’t pay enough attention to those little financial decisions along the way that can really make a difference in our financial security. Decisions such as: not participating in a 401k or having any form of a retirement plan; not setting up a child’s college fund; not having life insurance; not creating a will (or naming account beneficiaries); not paying attention to investment allocations, and paying unnecessary fees or taxes.

Andrea’s role is to be a financial planning advocate so that she can help women, and families, get the guidance they need to plan for a more secure financial future. Andrea is enthusiastic at finding the beauty in personal financial freedom.

Andrea is a graduate of the Fashion Institute of Technology – FIT, and over the years, has continued her education by pursuing her Masters through Ashford University as well taking financial planning and business courses at Hofstra University.

Stacey joined Premier Wealth Advisors in 2003 and is an integral member of our team.  Stacey is our Client Relations Manager and is responsible for supervising the operations team. Stacey also manages and delegates many of the day-to-day operations from the midtown NY City office and also assists the firm’s wealth strategists and advisors.  When clients or team members have a question, Stacey is usually the person who helps in getting the right answer.

Stacey is a graduate of the City University of New York – John Jay College of Criminal Justice with a bachelor’s degree in criminology.

Renée joined Premier Wealth Advisors in 2012 and is an important member of our operations team. Renée is a Client Service Coordinator and assists advisors and wealth strategists with a multitude of client operational issues. Renee is also responsible for managing and maintaining our internal wealth management software systems. Renee’s experience in Financial Services operations spans over 15 years.