Meet the Executive Members of the Aureum Team who collaborate with clients to design investment strategies tailored to meet their unique financial goals.

Aureum Financial Advisory Team


Tax Advisory Team


Thomas Quealy

Chief Executive Officer
Partner

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Lou Fuoco, CPA,CEPA, CVB

Director

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Cory Lyon

Chief Operating Officer
Partner

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Paul Wieseneck

Tax and Accounting Consultant

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Patrick Quealy, MBA

Research Analyst

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Susan Kaplan

Director of Administration

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