If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed.
— Edmund Burke
Joseph Cardello created August Wealth after a life altering event. His mission became clear: to use life experiences, strategic relationships, financial knowledge, and wisdom gained to help guide others. Our motivation is the gratification we feel when we help you achieve greater success in life and wealth. August Wealth cultivates a culture based on expertise in investment management, problem solving, and love of relationships, with a desire to serve others. We seek to provide a better way of building and managing wealth with complete honesty and transparency.
Joseph Cardello spent 25 years at some of the leading global financial firms in New York, London, and Asia including JPMorgan, Barclays, Moore Capital, and Commonwealth Bank of Australia advising clients, building businesses, and managing portfolios. He holds an M.A. in Economics from New York University and a B.S. in Finance from Merrimack College.
Joe is passionate about helping others through coaching, mentoring, and charitable work. He spent 13 years as Chair of the Finance Council at Assumption Church in Westport, CT, he currently serves on the board of Staples Tuition Grants and Merrimack College’s Leadership Council. He manages the Augustus Cardello Memorial Scholarship which supports scholarships for students in financial need. Joseph and his wife Michelle raised their three children in London, England and Westport, CT.
Amanda Gilman brings a wealth of experience in balance sheet management, asset/liability management, quantitative analysis, and strategic planning. She was formerly a Managing Director at Sandler O'Neil + Partners, L.P. in New York in the Balance Sheet Analysis and Strategy Group. She also worked as an analyst in mutual funds at Eaton Vance management. She holds a B.S. Finance from Merrimack College.
Amanda actively mentors and advises student. She currently serves on the Merrimack College Investment Fund Advisory Committee. She regularly enjoys travel, fitness, and she consistently raises money to help fight Breast Cancer.
Howard Greenberg has spent 26 years building financial market relationships with Royal Bank of Scotland, BNP Paribas and the Commonwealth Bank of Australia. He was tasked with building relationships; advising clients by understanding their needs and assisting them in growing their businesses. He holds a B.S. in Economics from Northeastern University.
Howard has spent a number of years on the board of youth sports organizations and his local Temple, always with the goal of creating a sense of positivity and progress. He spends much of his free time coaching, in fitness activity, or volunteering in the community. Howard and his wife Mindy raised their three children in Livingston, NJ.
Christina George joined August Wealth Advisors in April 2020 as a dedicated Client Services Associate. Christina has over 23 years of experience in retail and wholesale banking and finance, lending, insurance, investments, business ownership, retail management and business planning, assisting clients, advisors and firms with their goals and needs.
Previously Christina worked with Stratos Wealth Partners as an administrative assistant helping advisors to transition over both individual and business clients and their assets, while working with multiple custodians and platforms. In addition, she helped create an alternate investment process for the company.
Lisa delivers outstanding client service stemming from her 28-year career in the publishing, financial, and non-profit fields. She has served corporate clients through problem solving, audience/marketing development, database building, and training and development.
Lisa attended the University of Grenoble in France and graduated from the University of Vermont with a B.S. in Business Management with concentrations in International Finance and Marketing.
She loves to travel with family and friends, enjoys skiing, gardening, and her two dogs. She is also active in philanthropic causes and volunteers her time with animal rescue groups. She and her husband Kevin, raised their two children in Port Jefferson, NY and Stamford, CT.
In selecting a partner, we took great care to ensure that from day one we would have all the necessary operational support to allow us to efficiently focus on serving you.
To that end, we are proud to be partnered with Stratos Wealth Partners. Stratos has an operational infrastructure atypical in the independent space, with more than 60 executive, functional and support professionals in place, and we are confident that this support will allow us to pursue our passion of servicing our clients.
August Wealth Advisors, LLC offers investment advice through Stratos Wealth Advisors, Ltd. Stratos Wealth Advisors is an affiliate of Stratos Wealth Partners who was named as a 2019 Barron’s Top 50 Registered Investment Advisor. Barrons 2019 Top RIA List is based on assets managed, revenue produced and quality of practice. Stratos helps support individuals, families, executives and business owners develop goals and plans to achieve them.
August Wealth and Stratos maintain your assets safely and securely at major custodial partners Fidelity, Schwab, TD Ameritrade.