Team

Founders

 
  • Megan

    Megan Carpenter

    CEO
    & Co-Founder

    Megan Carpenter is a Co-Founder and is the CEO of FiComm Partners, based out of Los Angeles. Megan’s entire professional career has been driven by her deep and sincere passion for the independent financial advisory space. As a fellow entrepreneur, Megan has become an advocate on behalf of the business owners that lead the independent advisory movement, empowering them with strategic communications programs that drive growth. With a solid track record of delivering results for financial advisory clients, Megan is a commenter in the media on communications issues for financial advisers and has been asked to speak at various industry events on the topics of communications, marketing, business development, client relationship management and team building.

    Megan has consulted with some of the nation’s top financial advisers and advisory firms. Prior to founding Caritative Wealth Consulting, LLC, in 2012 – the firm she merged with Founding Partner, Jason Lahita to form FiComm Partners – Megan was an executive at two of John Hancock Financial Network’s largest regional firms, Signature Resources, Inc. and Signature Financial Partners, LLC. During her time as the Director of Marketing at Signature Resources, Inc., the firm was awarded the John Hancock’s Presidents Trophy 3-times and, under her supervision as the Director of Business Development at Signature Financial Partners, LLC the firm was awarded with the John Hancock Growth Award 3-times for greater than 15% growth across all product lines.

    Megan graduated from the University of Southern California with a B.S. in Business Administration, with an emphasis in Global Management. She is a proud supporter of the USC Alumni Association, the USC Marshall School of Business Scholarship Fund, and the American Red Cross.

    megan.carpenter@ficommpartners.com                     (310) 593-4221

  • Jason

    Jason Lahita, MBA

    President
    & Co-Founder

    Jason began his career in finance in the RIA community, alongside an entrepreneur named Joe Duran, as the first employee of a national RIA called United Capital Financial Advisers.  As United Capital’s Marketing Manager, Jason got his first taste for financial PR, securing Joe on the cover of Financial Advisor magazine, as well as coverage of the company and its advisers across numerous other financial media outlets.  In addition to representing the corporate brand nationwide and establishing clear and consistent messaging, Jason also worked with the regional RIAs that United Capital acquired, raising their media profiles and highlighting their financial expertise.

    Following United Capital, Jason joined an international financial PR agency, to establish and lead their Los Angeles office. Upon introducing them to the independent RIA universe, he built a low-cost high-value PR program specifically for the financial advisor market.  While in the early stage of his time at the agency, Jason completed his MBA at UC Irvine’s Paul Merage School of Business, with a Marketing focus.

    Jason left the agency in 2012 to launch FiComm Partners and focus 100% on the RIA space. He was soon joined by business partner Megan Carpenter, as they merged their businesses.   He has established relationships with journalists from the NY Times, Wall Street Journal, Barron’s, CNBC, FOX Business, Forbes, Thomson Reuters, Financial Planning, Investment News, RIABiz.com, REP, ThinkAdvisor and Financial Advisor Magazine, to name just a few.

    jason.lahita@ficommpartners.com                     (310) 593-4222

 

Leadership

 
  • suzanne

    Suzanne Joshi

    Chief of
    Operations

    Suzanne Joshi began her career working for a newly formed independent registered advisory firm, Douglas C. Lane and Associates, where she first experienced the entrepreneurship, passion and dedication of the individuals in this industry. After this exciting start, Suzanne continued to focus much of her career working in the business of financial advice. Following her launch in the RIA space, Suzanne was an Equity Research Associate at Morgan Stanley where she developed critical valuation and business evaluation skills that continue to drive her approach to marketing and business development. She then worked at Deloitte Services, where she developed marketing and business development programs at the national level that were then executed by the network of regional teams.

    Prior to joining FiComm, Suzanne was a Vice President and Head of Head of Segment Marketing at Pershing LLC, a BNY Mellon Company, where she lead the strategic marketing planning for the broker-dealer, advisor and hedge fund businesses.  In this role, she supported marketing strategy and planning at the enterprise, as well as the advisor level, during tumultuous industry transformation. Through her deep understanding of the advisory landscape, she helped many organizations, RIA firms and advisors to address business model shifts in the industry and capture growth opportunities. Suzanne’s passion for this industry has driven her to help these firms and advisors develop targeted, measurable, strategies to achieve their business goals.

    Suzanne earned a Bachelor of Arts degree in History from Fairfield University and a Master of Business Administration in Marketing from The Ross School of Business at the University of Michigan.

  • Dana

    Dana Mahoney

    Director of Marketing Strategy & Automation

    Dana Mahoney is an experienced marketing executive with a focus on digital marketing, lead generation and nurturing. She brings a strong focus on results generation through content marketing, automated marketing platforms, and paid search programs. She is an analytical, creative, results-oriented problem solver who is committed to developing people, growing revenue, and increasing market share for FiComm clients.

    Dana joined FiComm Partners from the independent consulting world, prior to which she ran marketing at Wealthvest, an FMO, for three years.   During her time at Wealthvest, topline revenue quadrupled through a blend of innovative digital and traditional marketing programs and development of new financial services product offerings. Dana implemented automated marketing systems to generate and nurture B2B and B2C leads, move leads down the sales funnel, and convert prospects to clients for financial advisors.  She also managed new product development, pricing strategy, and go-to-market plans for proprietary financial services products. Her experience in financial services is extensive, having spent time at both Cantor Fitzgerald and Salomon Brothers early in her career.

    Dana received her MBA from UCLA’s Anderson School of Management, her M.A. in Communications Management from the University of Southern California, and her B.A. in Mass Communications from the University of California, Berkeley.

    dana.mahoney@ficommpartners.com                     (310) 593-4223

  • Christopher 300

    Christopher Norton

    Chief of Creative
    & Marketing

    Christopher is an innovative, multidisciplinary creative, with a passion for hypermedia storytelling.  He has worked with a wide array of large and independent clients in news, entertainment and financial services. While his skill set is vast, Christopher’s expertise is found in the inner workings of branding, social media, video and web. Leading the Marketing team, Christopher seeks to fuse these elements of hypermedia to deliver world-class, story-driven creative that connects clients with their audiences.

    christopher.norton@ficommpartners.com                     (402) 850-1412

  • kirsten

    Kirsten Plonner

    Chief of Communications

    Kirsten Plonner is chief of communications for FiComm, a communications consulting firm serving financial services companies with a specialization in the independent financial advisory and wealth management communities. In addition to her responsibilities managing FiComm’s public and media relations business, she also is supervisor of the New York City office and staff.

    In addition to her full-time duties at FiComm, Kirsten is also an adjunct instructor at Columbia University where she teaches Corporate Communications to graduate students and advises Masters candidates on their theses.

    Most recently, she was director of strategic media and communications for the Workplace Investing business of Fidelity Investments. Kirsten worked closely with Fidelity executives to design and support external media relations strategy, implementation, and outreach for key workplace priorities, including 401(k), thought leadership, health and wellness and managed accounts, among others.

    She also served as vice president in the Lead Media group at Weber Shandwick, where she was responsible for guiding strategic communications and counsel to inform her clients’ internal and external narrative, as well as implementing high-profile media relations and strategy. Client work included TIAA-CREF, Bank of America, MasterCard, ADP, Samsung, Ingersoll Rand, and Royal Caribbean, among others.

    Prior to joining Weber Shandwick, Kirsten was vice president in Fleishman-Hillard’s corporate business-to-business group in New York. Clients included Nationwide Insurance, RSM McGladrey and Ernst & Young, among others. During her tenure, she provided extensive media relations support and strategic counsel for non-profits and government agencies, such as Common Ground, New Jersey Department of Health and Senior Services, New York City Department of Homeless Services, and the Cayman Islands Portfolio of Finance and Economics.

    Kirsten began her career in journalism as a producer at CNBC’s Global Headquarters in New York. She was responsible for producing elements for the political Washington D.C.-based show “Capital Report.” She also frequently covered breaking and ongoing political news for the network.

    In addition, she worked in the capacity of assistant to the correspondent for NBC at the United Nations, Linda Fasulo. She served as senior researcher for Ms. Fasulo’s book, "Insider’s Guide to the U.N." (Yale University Press, 2003). In these roles, she gained hands-on experience interviewing major U.N. officials and diplomats, writing and editing book copy and breaking news updates, as well as researching and covering daily and breaking news for NBC.

    Kirsten has a master of science in Strategic Communications from Columbia University. She received her B.S. in Telecommunications and her B.A. in History from the University of Florida.

    kirsten.plonner@ficommpartners.com                     (917) 636-4802

 

Team

 
  • Rachel

    Rachel Aelion-Moss

    Operations
    Associate

    Rachel is an Operations Associate with FiComm Partners, based out of Los Angeles. Rachel supports her teammates in many facets and is a skilled multi-tasker, capably balancing support roles for the PR, marketing and management teams. She lends her skills to a variety of efforts including coverage tracking, new client on-boarding, database management, internal process development and implementation, project management, office management, and billing support. In short, she helps to keep the FiComm team organized at all times.

    Prior to joining FiComm Partners, Rachel worked at a corrugated manufacturing company in a Sales Support role, coordinating logistics for the sales team. She was drawn to FiComm’s exciting culture and growth, and made the move from Whittier to the Westside of Los Angeles to join our team.

    Rachel graduated from Whittier College with a B.A. in Business and emphasis in Marketing, as well as a minor in Spanish. She is an avid tennis player and played competitively through college. Rachel is always up for a match and also makes a fantastic tennis coach! Rachel grew up abroad in Russia and France before moving to Wisconsin when she was 10-years old. She is a proud supporter of the Whittier College Fund.

    rachel.aelionmoss@ficommpartners.com                     (310) 593-4224

  • Marisha

    Marisha Chinsky

    Communications Manager

    Marisha Chinsky is a Communications Manager at FiComm Partners, based in New York City. She has more than 15 years of award-winning public relations experience in strategic media relations and corporate communications for some of the world’s leading financial and professional services organizations, including J.P. Morgan Private Wealth Management, New York Life, Chubb, NASDAQ OMX Group, and PwC. Her range of skills encompasses campaign planning, thought leadership, writing, social media, account management, and producing events for clients in retail and institutional investing, insurance, accounting, global cash management, mutual funds, and wealth management.

    Prior to joining FiComm in January 2016 as a Communications Manager, Marisha served as an Account Supervisor in Makovsky’s Financial & Professional Services Practice for three years, where she worked with Western Union Business Solutions, Federated Investors, Horizons ETFs, and other clients. Before Makovsky, Marisha was a Senior Account Executive with MSLGROUP’s Corporate Practice, developing and executing public relations campaigns for Chubb Commercial and Personal Insurance, J.P. Morgan Private Bank/Private Wealth Management, PricewaterhouseCoopers, and World Gold Council.

    Previous to her work on the agency side, Marisha served 10-years in corporate communications roles in-house at major firms getting to know the ins-and-outs of global business and client service. She was a Public Relations Consultant at NASDAQ OMX Group promoting the firm’s cutting-edge electronic trading technology, Corporate Solutions for listed companies, and events in NASDAQ’s landmark MarketSite in Times Square. From 2006 to 2009, she developed communications plans and positioned executives with the press at Willis Group Holdings, the world’s third largest global insurance broker. At the Risk & Insurance Management Society (RIMS) from 2004-2006, she oversaw public relations for the association, including press coverage of the RIMS Annual Conference.

    She began her career in 2000, a month after college graduation, at New York Life Insurance Company as a Media Relations Associate. In 1999, she studied European advertising and marketing for a semester in London while interning in Battersea at Claydon Heeley International (Omnicom Group/Targetbase), a direct marketing agency serving British Airways, Pepsi, Marks & Spencer, and the famed Millennium Dome.

    She directed an award-winning public relations campaign for Crystal & Company, a national insurance broker, which earned the PRSA-NY 2014 Big Apple Award for Marketing Business-to-Business: Professional & Financial Services; placed Silver at the 2014 Financial Communications Society (FCS) Portfolio Awards; and won a Silver Stevie Award from the American Business Awards for B2B PR Campaign of the Year. While working with Chubb Insurance, she generated numerous top-tier business articles, which led to the media relations campaign's nomination for Holmes Report SABRE Award in 2012.

    Marisha graduated with a Master’s degree in Media Studies from The New School, and holds a BA with honors in Communications from the University of Connecticut, Storrs. She is a past Member of the Financial Communications Society, American Society of Association Executives (ASAE), National Association for Female Executives (NAFE), New York Press Club, and Advisory Board of the Insurance Media Association.

    marisha.chinsky@ficommpartners.com                     (917) 636-4806

  • WillFr

    Will Friedman

    Communications Consultant

    Will Friedman is a Communications Consultant with FiComm Partners, based in New York. He is passionate about helping businesses develop unique brand voices so that they can stand out amongst the competition. Will’s professional experience includes roles in public relations, journalism, and advertising. He is a firm believer in the interconnectedness of these disciplines, with each media channel being an important part of an overall communications plan.

    Prior to FiComm Partners, Will worked for Initiative, part of the Interpublic Group. Here he worked with the digital advertising sales team that serviced MillerCoors. His team was directly responsible for Miller Lite’s annual digital marketing spend, and the overall success of the multi-million dollar initiatives.

    Will earned his B.A. in Broadcast Journalism from the University of Maryland’s prestigious Philip Merrill College of Journalism. During his time there, he covered stories both on campus and in the local Washington D.C. community. He also interned at Voice of America, an American news outlet providing accurate information to countries that would otherwise not have access.

    will.friedman@ficommpartners.com                     (917) 636-4805

  • liv

    Olivia Gagnon

    Communications Manager

    Olivia Gagnon is a Communications Manager in FiComm’s New York City office. She has more than five years of public relations experience, in roles ranging from corporate communications to boutique agencies. Her range of experience includes media relations, writing, account management, media coaching and communications strategy.

    Prior to joining FiComm in January 2015, Olivia served as an account coordinator for Nashville-based public relations firm, Seigenthaler Public Relations (now DVL Seigenthaler) where she worked on and led media relations campaigns in the urban development, non-profit, transportation, banking, education and book publishing sectors. Prior to DVL Seigenthaler, she held roles at Bridgestone Americas, Inc., Essential Broadcast Media and the Ferrell McDaniel Company.

    Originally from northern Maine, Olivia spent most of her life in upstate New York and attended college at Belmont University in Nashville, TN. Although she originally went to Music City to study audio engineering, her passion for communications and media led to her earning a Bachelor of Arts in public relations and international business in 2012. She currently sits on the Advisory Board for the Belmont University Public Relations Department. Olivia works frequently with recent graduates and young professionals in Nashville and New York as a new career mentor. She lives in Brooklyn, NY.

    olivia.gagnon@ficommpartners.com                     (917) 636-4809

  • angela

    Angela Giombetti

    Marketing
    Manager

    Angela is responsible for managing the day-to-day operations of FiComm’s marketing department and its dynamic client deliverables. In doing so, she focuses on building and strengthening client relationships while directing the production schedule of the firm’s strategic marketing and creative solutions. She is a champion for both the advisor and the service provider, and is dedicated to helping each client share their unique story.   

     An accomplished author, editor and writer, Angela brings over 10 years of experience in the financial services industry to her role at FiComm. Her leadership experience includes serving as Marketing Director for Junxure CRM, a leading financial services technology company; Change Management Manager at Ameriprise Financial, Inc.; and Communications and PR Manager at Procopio, Cory, Hargreaves & Savitch, LLP. During her career, she has also helped individual RIAs with marketing strategy, content and social media strategy, website strategy, branding and collateral. 

    angela.giombetti@ficommpartners.com                     (310) 593-4226

  • clare

    Clare McLaughlin

    Communications Associate

    Clare McLaughlin is a Communications Associate at FiComm Partners, based in New York. She is an integral member of the communications team providing media relations, media monitoring, reporting, research and analysis, and other PR support as needed across client engagements. Through communications strategies fostered by these engagements, she has a passion for illuminating the intricacies and unique characteristics that make clients stand out.

    Over the course of her young career in marketing and communications, Clare has engaged with a variety of diverse and interesting companies. Previously, she was a marketing assistant at Persifor, a luxury clothing brand. At Persifor, Clare collaborated on marketing campaigns including email marketing, promotional mailers, and giveaways, as well as managing social media and the company’s website. Prior to Persifor, Clare interned at MIDIOR Consulting, where she learned about marketing from a product development and technology perspective and identified her passion for communications and marketing.

    Originally from Kennebunkport, ME, Clare moved to New York City in 2016 after graduating from the College of the Holy Cross in Worcester, MA.

    clare.mclaughlin@ficommpartners.com                     (917) 636-4808

  • abbie_2

    Abbie Sheridan

    Communications Manager

    Abbie Sheridan is a Communications Manager at FiComm Partners, based in New York City. Abbie has ten years of experience in public relations, marketing, and event planning. For the last four years, Abbie’s PR roles have revolved around financial services, fintech, crowdfunding, and real estate. 

    Prior to joining FiComm Partners, Abbie was an Account Director at KCSA Strategic Communications where she was responsible for client and media relations, as well as creating and implementing strategy. Prior to her role at KCSA, Abbie was the Director of PR and Marketing at one of Brooklyn's largest commercial real estate brokerages.

    Abbie graduated from Pace University with a Bachelor's degree in marketing and lives on the Upper East Side with her husband and their dog Batman. In her spare time, she enjoys traveling, trying new restaurants, and exploring NYC.

  • JessicaT

    Jessica Torchia

    Communications Manager

    Jessica Torchia is a Communications Manager at FiComm Partners, based in New York City. Jessica has nine years’ experience in public relations working with financial services, fintech, HR, and consumer companies. For the past five years, she has focused on the financial services space developing a strong understanding of the industry and media landscape.

    Prior to joining FiComm Partners she served as an Assistant Vice President at JConnelly and a Senior Account Executive at Resound Marketing. In both roles Jessica provided client counsel, developed PR strategies and messages, and executed campaigns using a mix of thought leadership, thematic, and company news.

    Early in her career, Jessica helped launch a blog network for General Mills which fueled her interest in social media. Leading social media engagements through the use of blogs, Facebook, Twitter, LinkedIn, Instagram, and more she can provide clients with strategic counsel on social media practices.

    jessica.torchia@ficommpartners.com                     (917) 636-4804

 

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