OUR PAS TEAM

Alexander M. Popovich, JD, LLM
Principal

  • BA, University of Michigan; JD, Brooklyn Law; and LLM in Taxation, NYU School of Law

  • 24+ years of wealth management experience including:

  • 11+ years of experience as a practicing attorney practicing in the areas of tax, trusts and estates, audit representation, non-profit, corporate, cross-border, art and private client services

  • 13+ years in financial services including MD at JPMorgan Private Bank and Partner at Manchester Capital Management

  • License to practice law in Florida, Maryland, New Jersey, New York, Virginia and District of Columbia, and admitted to the United States Tax Court

  • CPA license (inactive)

  • Experience working with the laws and taxes, and advising clients in over 20 states and a number ofcountries

  • Securities licenses including series 65, 66 and 7

  • New York State Life insurance license (inactive)

  • National network of advisors

  • Nationally recognized speaker and writer having authored numerous tax and planning related articles, treatises and other publications

  • Member of the BNA/Bloomberg Estate Planning Advisory Board

  • Frequently quoted by many regional and national media outlets including CNN, Barron’s, Bloomberg, the New York Times, the LA Times and others

Melissa Romanose
Chief of Staff 

The firm’s “jack of all trades” Melissa oversees all aspects of the firm. Melissa manages the firm’s finances, operations, marketing, and human resources. She is also integral in assisting in creating best-in-class client service. Prior to joining PAS, Melissa honed her skills in diversified roles including real estate agent, executive assistant, and marketing/advertising account manager. She received her BA from University of California Santa Barbara and holds an active real estate broker license. When not managing the firm, Melissa can be found spending time with her children, hiking the canyons of Los Angeles, doing yoga, or at the beach. 

OUR TEAM OF CONSULTANTS

Garrett Camporine

CANOPIC ADVISORY

  • B.A. from the College of William and Mary in Virginia, JD and MBA at Quinnipiac University and his LLM in Tax from New York University School of Law

  • 25+ years of experience in private banking and practicing law as a tax, trust and estate attorney

  • Managing Director at JP Morgan Private Bank and led a team of more than 50 private bankers, supervising over $35 billion and 2,500 ultra-high-net worth clients, in New York, Los Angeles and San Francisco who covered clients in the US, Canada, Europe, Africa, Asia and the Caribbean. Served as a Director of JP Morgan’s Trust Company in the Bahamas

  • Law clerk to a US District Court Judge in the US District of Connecticut

  • Corporate and M&A tax consultant at Deloitte

  • Securities licenses including Series 7, 63, 9 and 10

  • Licensed to practice law in New York and Connecticut

John Castrucci

  • BBA in Public Accounting from Pace University’s Lubin School of Business

  • A founding member of the Family Office Committee of New York State’s Society of CPA’s (NYSSCPA’s)

  • CPA license

  • 30+ years of family office experience including:

    • 10+ years of experience at a Big 4 Accounting firm as a practicing family office tax and family office advisory services executive consulting national director in the areas of individual tax, family office structuring, leading practice reviews, risk practice & procedural reviews, legacy planning, governance advisory, family office design, and technology search & selection initiatives

    • 10+ years of experience at Private Wealth Management and Multi-Family Office (MFO) institutions as regional managing director overseeing wealth strategists and a founding member of a financial institutions MFO task force.

    • 10+ years C-suite roles as CEO, CFO, and COO of Multi-Generational Global Single-Family Offices (SFO)

    • Served as a SFO Investment and Governance Committee Member, Trust and Corporate Officer, Foundation Board Member, Socially Responsible Investment and Philanthropic Entity Board Member

  • A frequent speaker at EY’s Tax and Family Office Roundtable events, Campden Wealth Conference, Family Office Association Forums, Fidelity’s Family Office Community Seminars, and YPO’s SFO Conference

GFO ADVISORS, LLC

JOINT VENTURE PARTNERS

Michael Warszawski, CFA

CEO, CONFIDENCE WEALTH MANAGEMENT PARTNERS, LLC
JOINT VENTURE PARTNER - FAMILY CEO SERVICES

  • Founder and Chief Executive Officer of Confidence Wealth Management Partners

  • B.S. from Massachusetts Institute of Technology

  • M.B.A. from Columbia University

  • Chartered Financial Analyst

  • Served as a partner of a $3.5B multi-family office and as CEO of a $10B Private Bank.

  • Co-founder of the Citibank Family Office

  • Integral in providing investment advisory, asset management and trust services in the United States, United Kingdom, Ireland, Jersey, Luxembourg, Israel, Hong Kong, Singapore and Switzerland

  • Member of the Institute for the Fiduciary Standard and the Institute for Family Governance

  • Board Member of the Manhattan Gold Chapter of YPO

  • Tiger 21 Group Chair

  • Board member of W!SE; non-for profit providing financial literacy education to high school students and survivors of domestic abuse

  • Additional information can be found at www.cwm-partners.com