Broker Check

The Affinity Wealth Management Team


At Affinity, we offer our clients a full spectrum of financial services with a focus on uncompromising service and deep personal relationships. Our advisors have extensive experience helping clients with even the most complex financial situations. From simply managing a forgotten 401(k) to estate and tax planning, Affinity does it all.

 

Donald Kalil

Chairman

(302) 254-6108

dkalil@affinitywealth.com

Donald Kalil is Chairman of Affinity Wealth Management. He has over 30 years of investment experience at AWM. Don is a Registered Investment Advisor with Series 2, 6, 63, 65 and 66 registrations. He is a member of the NIFAP (National...

Read more

James E. Hall Jr., CFP®

President

(302) 254-6122

(302) 295-9954

jhall@affinitywealth.com

Jim, a native Delawarean, has over 28 years of financial planning and investment management experience. Jim joined Affinity Wealth Management, Inc. in April 2003 after six years in private practice. Prior to that, Jim was a Senior...

Read more

Brendan J. McPoyle, CFP®

Financial Advisor

(302) 254-6119

(302) 295-9954

bmcpoyle@affinitywealth.com

Brendan has been in the financial services industry for 15 years. Before joining AWM, Brendan was an Investment Consultant with TD Ameritrade, a leading discount brokerage organization. Prior to that, he worked in the wholesale...

Read more

Stephen Gibson

Vice President / Chairman of Investment Committee

(302) 254-6115

(302) 295-9954

sgibson@affinitywealth.com

Stephen has more than 25 years in the asset management business. He has been a recognized product innovator, developing the first China closed end fund, the first tax managed fund and among the first multi-class asset allocation funds....

Read more

Peter F. Gaertner, CFP®, CDFA™, MBA

Financial Advisor

(302) 254-6121

(302) 295-9954

pgaertner@affinitywealth.com

Peter has been in the financial services industry since 2008 and joined Affinity Wealth Management in 2013 as a Financial Advisor. He gained valuable insights as an Outside Portfolio Manager within the Private Bank at JPMorgan in which...

Read more

Victoria Alexitch, MBA

Chief Operating Officer

(302) 254-6105

(302) 295-9954

valexitch@affinitywealth.com

Victoria joined AWM in 2005 as Controller and Chief Compliance Officer. Having worked for public and private accounting firms, as well as two global insurance companies, Victoria brings more than 20 years of experience to AWM,...

Read more

Ray Manza, MBA

Vice President

(302) 254-6109

(302) 295-9954

rmanza@affinitywealth.com

Ray joined Affinity Wealth Management in 2000 after a long and successful career with JP Morgan, where he was Vice President and Global Operations Manager for the bank's $36 billion credit business. He is currently Vice President and...

Read more

Patrick Barrera

Financial Advisor

(302) 254-6117

(302) 295-9954

pbarrera@affinitywealth.com

Patrick is a native of New York and joined AWM in 2005. Prior to working at AWM, Patrick worked at CUNA Mutual in Pennsylvania as a planning assistant. Patrick has a strong background in customer relations and tech support. Patrick...

Read more

Robert Brabson

Trading Manager

(302) 254-6101

(302) 295-9954

rbrabson@affinitywealth.com

Robert joined Affinity Wealth Management in 2013, after graduating from the University of Delaware with Bachelor’s degrees in Finance and Management. Robert is the Trading Manager at Affinity Wealth, where as a member of the investment...
Read more

Kristi Naughter

Operations Administrator

(302) 254-6113

(302) 295-9954

knaughter@affinitywealth.com

Kristi joined AWM in mid-2014 as an Accounting and Operations Associate. Prior to joining AWM, Kristi worked for BNY Mellon as a Manager in the Alternative Investment Group and with Goldman Sachs as an Associate in the Hedge Fund...

Read more

Ellen Floriolli

Administrative Coordinator

(302) 254-6100

(302) 295-9954

efloriolli@affinitywealth.com

Ellen joined Affinity in 2015 bringing with her over 20 years of human resources and event planning experience in the financial and legal industries. In addition she has extensive experience in customer service and business...

Read more

Kylie Hall

Client Services Manager

(302) 254-6106

(302) 295-9954

khall@affinitywealth.com

Kylie joined Affinity in 2016 after spending time in the customer service and radio industries. In addition to acting as the liaison for TD Ameritrade and Charles Schwab, she is also responsible for maintaining the company's social...

Read more

Have a Question?

Name
Email
Question
Thank you! Oops!