Richard Coppa, Managing Director
rcoppa@WealthHealthLLC.com

Mr. Coppa is Managing Director of Wealth Health, LLC. Mr. Coppa has been specializing in advising wealthy executives and business owners in financial planning, income, gift and estate tax planning, and wealth management issues for over 10 years. Since beginning his career as a tax attorney, he has serviced the needs of many high net worth individuals and families. Rich actively presents seminars on various topics of financial planning, real estate and wealth management to individuals, small groups and corporate executives throughout the country. As Managing Director of Wealth Health, LLC he is responsible for managing the firm. He also acts as a client relationship advisor to many of Wealth Health’s clients

Prior to Wealth Health LLC, Mr. Coppa was a Vice President, Wealth Strategist, for The MDE Group from 1999 – 2003 and worked for AXA Advisors in New York City advising high net worth individuals from 1998-1999. Before then, Rich practiced as a tax attorney with Cole, Schotz, Meisel, Forman & Leonard, an 80-plus law firm in New Jersey and with Ernst & Young LLP in New York City.

Mr. Coppa is a Certified Financial Planner. He holds a bachelor’s degree in Mathematics from Boston College, a Juris Doctorate from Seton Hall Law School, and his Masters in Taxation from New York University’s School of Law, Graduate Division.

Darin Gartland, Managing Director
dgartland@WealthHealthLLC.com

Mr. Gartland is Managing Director of Wealth Health, LLC. Mr. Gartland has been specializing in providing financial planning and wealth management to corporate executives for over 10 years. He has serviced the needs of many top executives and has performed seminars on various topics of financial planning and wealth management. He is responsible for the servicing the needs of Wealth Health clients in the areas of income taxes, cash flow, retirement planning, estate planning, and investment allocation.

Prior to Wealth Health LLC, Mr. Gartland was a financial advisor for The MDE Group from 1997 – 2004 and worked for Bloomberg, LP from 1995-1997.

Mr. Gartland is a Certified Financial Planner and an Enrolled Agent. He holds a bachelor’s degree in finance from The College of New Jersey and an MBA from New York University’s Stern School of Business.

James J. Di Gesu, Vice President, Senior Wealth Advisor
jdigesu@WealthHealthLLC.com

Mr. Di Gesu is a Vice President of Wealth Health LLC. Prior to joining Wealth Health LLC in 2007, Mr. Di Gesu was a member of the Bank of New York Mellon’s Wealth Advisory Group located in New York City, where he specialized in providing individual tax, personal financial planning and investment allocation services to senior executives of major corporations, owners of closely held businesses, families of intergenerational wealth and other individuals of substantial personal wealth.

Mr. Di Gesu has been practicing in the personal financial planning field since 1987 when he became a member of the Executive Financial Counseling Group of the international accounting firm of Deloitte & Touche located in New Jersey, providing personal tax and financial planning services to senior executives of multinational corporations and small businesses. In 1994, he joined the firm of Clarfeld and Company an accounting, financial planning and investment advisory firm located in New York City, where he directed and administered the development and implementation of financial plans for the senior management team of a large financial institution involved in a multi billion-dollar merger. In addition, he assisted in the management and delivery of the firms 300+ individual income tax practice each tax season.

In 1996 he joined the Personal Financial Planning group within the Tax Practice of the international firm of KPMG as a Senior Manager where he managed several corporate engagements providing tax and financial planning services to well over 100 top-level international executives of a Fortune 100 financial services company. He remained with KPMG until 1999 to join The Bank of New York.

He has presented seminars on the various topics of personal tax and financial planning to individuals, including the members of senior management and employees of major corporations and small businesses. Mr. Di Gesu has authored technical articles for professional publications in the tax and personal financial planning fields and has also appeared on network television programs as a guest consultant on personal tax and financial matters, including CNBC’s Morning Business News, CNN Headline News, CNNfn, CBS Evening News and The FOX Network.

Mr. Di Gesu is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). He received his BS degree in Business Administration from Seton Hall University and earned an MBA in the field of Finance, from Fairleigh Dickinson University. Mr. Di Gesu is a member of the American Institute of CPA’s and an active member within both the New Jersey and New York State Societies of Certified Public Accountants. He is also a member of the Financial Planning Association.

Steven G. Siegel, Advisory Board Member

Mr. Siegel is president of The Siegel Group, a Morristown, New Jersey - based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School and an LLM in Taxation from New York University.

He is the author of several books, including: Income Taxation of Estates and Trusts, Preparing the Audit-Proof Federal Estate Tax Return, Putting It Together: Planning Estates for $5 million and Less, Family Business Succession Planning, Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; The Federal Gift Tax: A Comprehensive Analysis; Charitable Remainder Trusts, Grantor Trust Planning: QPRTs, GRATs and GRUTs, The Estate Planning Course, The Retirement Planning Course, Retirement Distributions: Estate and Tax Planning Strategies; The Estate Administration Course, Tax Strategies for Closely-Held Businesses. and Tort Litigation Settlements: Tax and Financial Issues.

Mr. Siegel has lectured extensively throughout the United States on tax, business and estate planning topics. He has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. Among the organizations for which Mr. Siegel has presented Programs are: National Society of Accountants, National Law Foundation, Professional Education Systems, Inc., National Tax Institute, National Business Institute, Ag-Star, Maine Association of Professional Accountants, New Jersey Association of Financial Professionals, Guardian Life Insurance Company, Phoenix Mutual Life Insurance Company, NJ Institute of Continuing Legal Education, American Trial Lawyer Association, Asset Management Group-Guaranty Trust Company, United Jewish Appeal, and numerous others.

Charles E. “Ned” Roberts, Investment Advisory Board

Mr. Roberts is a member of Wealth Health’s Investment Advisory Board, bringing with him many years of experience in strategic investment analysis, portfolio management, and quantitative systems development. He assists Wealth Health’s investment team in developing investment policies, practices, value added strategies and manager due diligence.

Mr. Roberts has nearly 25 years of investment experience in a variety of research and portfolio capacities and specializes in quantitative methods and analysis. Most recently he was the Chief Investment Strategist for a New Jersey-based wealth management firm where his role included asset allocation of client portfolios, investment manager evaluation and selection, performance attribution and implementation of specialty transactions. Prior to that, he had more than 20 years experience at Prudential Asset Management where he was Vice-President-Quantitative Analysis and Risk Management. His responsibilities included risk analysis, performance analysis and portfolio modeling for the organization’s equity portfolio managers. He also has extensive experience developing management information systems for fixed income investment management and was portfolio manager for several of Prudential’s structured portfolios totaling over one billion dollars.

Ned is currently the principal of C.E.R. Consulting and he is also an adjunct professor of statistics and quantitative methods at Fairleigh Dickinson University.

Mr. Roberts is a Chartered Financial Analyst. He holds a B.S. in Mathematics from Virginia Polytechnic Institute and an MBA in finance from Rutgers University.

Jon Karcsh, Investment Advisory Board

Mr. Karcsh is a member of Wealth Health’s Investment Advisory Board and is currently the head of Fixed Income in the Benefit Trusts department at Delta Air Lines, Inc. headquartered in Atlanta, Georgia. He has been in the Benefit Trusts area since June of 1999. His primary responsibilities include monitoring of the outside investment managers, identifying attractive investment opportunities within the designated fixed income asset classes and overseeing the trust’s currency overlay program.

The Delta Air Lines Benefit Trusts is responsible for the management of Delta Air Lines, Inc. defined benefit pension fund totaling approximately $9 billion in assets. The fixed income portfolio is approximately 25% of the market value of the total fund assets. The fixed income portfolio is composed primarily of investments in high quality, high yield and convertible bonds.

Mr. Karcsh joined Delta Air Lines, Inc. as a senior analyst in the Strategic Planning department in 1996. Before arriving in the Benefit Trust group, he also spent time in the Capital Markets and Financial Analysis departments.

Mr. Karcsh is a Chartered Financial Analyst. He holds a Bachelors Degree in Finance from The College of New Jersey and an MBA from Wake Forest University.