Our Team

Shane H. Siederman, ChFC® | Chartered Financial Consultant

Shane H. Siederman has acquired his Series 7, 63, 65 registrations held through LPL Financial, and Life and Health Insurance licenses. Spending part of his career at Citigroup/Citicorp Investment Services, Shane managed over 1,500 client accounts. While at Citigroup/Citicorp he received special acknowledgement from CEO Chuck Prince, who observed and noted Shane's integrity and loyalty to clients. The key ingredients to Shane's success is his knowledge, experience and drive to help achieve the best results for his clients.

Since leaving Citigroup/Citicorp Shane has started his own independent practice Bay Ridge Financial Group with partner, Jason D'Amelio. With a ChFC Designation from American College, Shane continues to educate and surround himself with talented experts and professionals such as lawyers, accountants and tax attorneys.

Having a well-rounded financial management platform benefits his business and his main priority, his clients.

Jason D’Amelio

Jason D’Amelio started his career at Citigroup in 2002 and shortly thereafter became the head financial advisor for two and a half years at a Citicorp Investment Services Financial Center. Jason amassed a great reputation in that short period of time due to his work ethic and great customer care.

Jason is an avid golf enthusiast, real estate investor and philanthropist. He is a Poly Prep and St. Johns University graduate and he holds the Series 7, 63, 24 registrations through LPL Financial and his Life and Health Insurance license.

Mary Koren

Mary is a 40 year veteran of the banking, financial services industry . Mary is an administrative associate and so much more.  Shane claims she is the best relationship manager ever.  Clients appreciate Mary and she remembers every detail about the clients. She has a B.S. in Economics with Business from the College of Staten Island.