Jennifer Hatch, CFP^®

President & senior financial advisor

jhatch@christopherstreet.com
(212) 405-1605

If you met Jen at a community event, it’s unlikely that you would recognize that she is the president of 45+ year-old wealth management firm.  Her warmth, curiosity, and compassion encourage people to settle in and tell their stories. 

Before Jen bought Christopher Street Financial in 1997, she advised portfolio managers at JP Morgan and then Bear Stearns.  But, she found deeper meaning when she applied her investment experience and wisdom to personal financial planning.  Jen believes that each individual who walks through the door has a unique financial journey.  “Coaching people to make sound life decisions in order to live their very best life is my calling.”

Jen believes that it is the duty of Christopher Street Financial to be both an activist and major donor in the LGBTQ+ community. In addition to contributions to dozens of LGBTQ+ causes, she holds leadership positions in several not-for-profit organizations.  Currently those include the Board of Directors of the Rockland Pride Center and Making Gay History, as well as service on SAGE’s National Leadership Committee, SAGE’s Investment Committee, and the Stonewall Legacy Project.  Jen has always been a passionate proponent of marriage equality and still loves to volunteer her time speaking to groups and couples.  The name of her presentation has evolved in recent years from What Happens When You Say ‘I Do’ to What Did ‘I Do’?!?

In addition to her work at Christopher Street, Jen and her life partner of over three decades reside in Nyack, NY, a small, diverse community on the Hudson River, just 20 miles north of Manhattan.

• BA, Political Science, State University of New York, Purchase
• CFP^®, Certified Financial Planner™
• AIF^®, Accredited Investment Fiduciary™
• CSRIC^®, Chartered Socially Responsible Investment Counselor™
• ADPA^®, Accredited Domestic Partner Advisor™
• PFPS^™, Psychology of Financial Planning Specialist™
• CEPA^®, Certified Exit Planning Advisor™

Mark Franczyk, CFP^®

Chief Executive Officer

mfranczyk@christopherstreet.com
(917) 573-1749

As Chief Executive Officer, Mark leads the tremendous team that is Christopher Street Financial. In this role, he ensures the Company stays true to providing relationship-based financial planning to the diverse LGBTQ+ community and those who share our values. Mark also oversees the daily operations of the company, coordinating the Advisor, Client Services, and Administrative teams in service of our clients and community.

Mark began his career in finance as an Investment Banker at JP Morgan where he worked in various capacities across Credit Risk, Syndicated & Leveraged Finance, and Mergers & Acquisitions. His last role at the firm was as a VP in Equity Capital Markets where he covered financial institutions, including financial planning firms.

Despite a genuine passion for working in finance, Mark’s dedication to family is unequaled. After nearly a decade, Mark stepped back from banking in anticipation of the birth of his son via surrogacy. This hiatus from finance presented two opportunities of a lifetime. First, he enrolled in the French Culinary Institute’s Professional Pastry Arts Program, graduating with distinction before working for a year in New York City with a Michelin-starred restaurant group. Second, and best of all, was the long-awaited birth of his son, which brought him the equally rewarding and challenging role of stay-at-home dad until Gavin started school.

Returning to the working world with Christopher Street Financial has been an unparalleled experience. Mark is able to combine his love of family and finance in ways he never imagined possible. Every day, he feels lucky to work with a caring, collaborative, and dedicated team of distinct individuals who share a common vision: to create opportunities for our clients in an environment that recognizes and values each person’s unique perspectives, needs, and goals. We are here for our clients, our community, and one another.

After more than 20 years in New York City, Mark and his family moved to the suburbs. He now lives in Montclair, NJ with Gavin and his husband, Joe, who he met during freshman year at Columbia University. Now, Mark and Joe enjoy nothing more than rediscovering the world through their son’s eyes.

• BA, Economics & Philosophy, Columbia University

Seth A. Rivers, CFP^®, ChFC^®

Head of advisory

srivers@christopherstreet.com
(212) 405-1602

As Head of Advisory at Christopher Street Financial, Seth Rivers leads the firm’s advisory team and helps shape the planning philosophy and client experience at the heart of Christopher Street. A holistic and fiduciary financial planner with over 15 years of experience in financial services, Seth continues to work directly with clients while bringing that experience to the development and leadership of the firm’s advisors.

Seth believes that great financial planning starts with understanding the person behind the numbers. A financial strategy should align with a client’s life, values, and goals, not simply the stock market. Prioritizing clients above all else, he specializes in creating comprehensive, tailored financial plans that bring together the many pieces of a client’s financial life while preparing for both the opportunities they can anticipate and the ones they can’t. He is committed to making financial planning clear, transparent, and approachable so clients can feel confident, informed, and heard.

In his role as Head of Advisory, Seth brings those same principles to the broader advisory team. He is responsible for leading and developing Christopher Street’s advisors, helping shape and advance the firm’s approach to financial planning, and maintaining a high standard of advice and client experience across the firm.

Seth believes great advisory teams aren’t built by making every advisor the same. They are built by establishing a high standard of advice while developing the individual strengths and perspectives each advisor brings to our clients. By encouraging collaboration and drawing on the collective expertise of the Christopher Street team, Seth works to ensure clients benefit not only from the advisor sitting across from them, but from the knowledge and experience of the entire firm.

Seth lives in historic Newburgh, NY with his wife, Chrissy, their two sons, Liam and Theo, and their English Setter, Falkor. A lifelong musician and graduate of Berklee College of Music, Seth still spends much of his free time playing electric bass.

Seth believes that a successful financial plan is a lot like a great song: every individual part matters, but what ultimately matters most is how those pieces work together. It’s a philosophy that shapes both the way he advises clients and the way he leads Christopher Street’s advisory team.

• BA Music Performance, Berklee College of Music
• CFP^®, CERTIFIED FINANCIAL PLANNER™ professional
• ChFC^®, Chartered Financial Consultant^®
• CLU^®,Chartered Life Underwriter^®

Jamie McGill, CFP^®

Senior Financial Advisor

jmcgill@christopherstreet.com
(212) 405-1601

As a Financial Advisor, Jamie guides clients to identify and prioritize what is important to them, plan for their goals, and help them navigate stressful markets and life changes. Jamie also partners with tax, legal, and trust professionals to coordinate and customize plans to the unique needs of a highly diverse client base. 

Jamie’s career at Christopher Street Financial helps him live his values in ways he never experienced in other work environments. He believes that financial education and empowerment are forms of social justice. Jamie is proud to work with very successful people who, like himself, once believed that things like financial abundance weren’t available to them because of their sexual orientation. 

Jamie held various roles in banking and financial services before joining Christopher Street Financial. The role of Retirement Counselor for a major health network brought Jamie to NYC in 2010. This was his first experience working with clients to achieve a financial goal and inspired him to earn his CFP^® designation.  

Jamie enjoys exploring, which ranges from various neighborhoods of the five boroughs to international travel, hiking and biking. An avid history nerd, Jamie is always in the middle of a good non-fiction book. Jamie lives in Astoria, Queens, and enjoys the best of both worlds by spending time with his family in the Pocono Mountains of Pennsylvania. 

• BS, Finance, Pennsylvania State University

Anthony Lam

Financial Advisor

alam@christopherstreet.com
(212) 405-1603

Anthony's journey to financial planning has taken him from the United Kingdom to Australia and, ultimately, New York City. After beginning his career in London and earning his Chartered Accountant designation, he relocated to Sydney, where he discovered a passion for helping people make confident financial decisions and navigate life's many transitions, obtaining his Australian CFP from the Financial Advice Association of Australia (FAAA), an affiliate of Financial Planning Standards Board Ltd (owner of the CFP® and CERTIFIED FINANCIAL PLANNER® marks in Australia).

Anthony believes financial planning is about more than numbers. He enjoys helping clients bring clarity to complex situations, identify what matters most to them, and create a roadmap for the future they want to build. Drawing on his experience living and working in multiple countries, he brings empathy, curiosity, and a global perspective to every client relationship.

Christopher Street Financial's mission resonated deeply with Anthony. Having served as a board director for an LGBTQ+ nonprofit organization in Australia, he values being part of a firm dedicated to helping people feel seen, supported, and empowered.

Anthony lives in New York City with his husband, Ben.  When he's not working with clients, he volunteers at the Ali Forney Center, explores New York's food and culture scene, and takes on the challenge of HYROX training each week. He's also an avid traveler and photographer who enjoys discovering new places and capturing moments through the lens of his camera.

• BA, Accounting and Law, The University of Manchester, United Kingdom

Keith Roberts, CFP^®

Associate Financial Advisor

kroberts@christopherstreet.com
(212) 405-1608  

Keith Roberts, CFP^® brings an uncommon combination of analytical thinking, life experience, and genuine human connection to his work as an Associate Financial Advisor at Christopher Street Financial.

Before entering the financial services industry, Keith enjoyed a distinguished career in the performing arts as a Principal Dancer with American Ballet Theatre and a Tony-nominated Broadway performer. While his path to wealth management may seem unconventional, the skills he developed throughout his artistic career continue to shape the way he serves clients today. Years of working with diverse individuals and audiences taught him the importance of listening, understanding people as individuals, and building relationships grounded in trust.

Keith's interest in finance began long before his professional transition. Drawn to mathematics, economics, and the way people make decisions, he earned a degree in Economics and Philosophy from Columbia University before pursuing an MBA in Finance from Columbia Business School. Through his studies, he discovered a profession that allowed him to combine his passion for analytical problem-solving with his desire to help people navigate important life decisions.

At Christopher Street Financial, Keith is committed to earning his clients' trust every day through responsiveness, clear communication, and thoughtful service. He takes pride in helping clients understand complex financial topics and believes that the strongest advisor-client relationships are built on transparency, empathy, and genuine partnership. In December 2025, he earned the CERTIFIED FINANCIAL PLANNER^® (CFP^®) certification, further strengthening his ability to provide comprehensive financial guidance tailored to clients' unique goals and circumstances.

As a member of the LGBTQ+ community, Keith feels a special connection to serving LGBTQ+ individuals and couples. He also enjoys working with women and clients in their later years, appreciating the opportunity to learn from their experiences, understand their goals, and help them move forward with confidence. Known for his calm demeanor, Keith strives to be a steady presence for clients through every stage of life.

Outside the office, Keith lives in Battery Park City with his partner, Joseph, and their two long-haired Chihuahuas, Spark and Ember. On weekends, you might find them exploring Manhattan by bicycle, with Spark and Ember comfortably riding along in their backpacks.

• BA, Economics & Philosophy, Columbia University
• MBA, Finance, Columbia Business School

Brandyn Shetler, CFP^®

Associate financial advisor

bshetler@christopherstreet.com
(212) 269-2968

Brandyn was born and raised in Charlotte, NC, but most of his family lived in Ohio or Canada. He has two sisters, two very sweet nieces, and a nephew on the way, who mean the world to him. His younger twin sister is the reason for his name being spelled with a “Y”. His mom’s fifth grade class at the time gave her the idea to spell the last part of his name the same as his twin’s, Kaitlyn.

Starting his career off at Vanguard, Brandyn, obtained his CERTIFIED FINANCIAL PLANNER^® certification after close to four years with the company. He held many different roles during his time there, but the most meaningful were his roles as a financial advisor, followed by a high-net-worth financial advisor. As a high-net-worth financial advisor, he worked with 150 different households as their sole advisor on many different financial planning topics.

He has family that has fought against discrimination all their lives in the LGBTQ+ community, and it made financial planning for them much tougher.  This made joining Christopher Street an easy choice as it aligns with his belief that everyone should have a decision-making partner that makes them feel heard and meets them where they are.

When he’s not thinking about or reading up on the latest retirement planning and tax strategies, he is trying to recreate a dish from the last restaurant he went to. He enjoys most things sports, travelling, wine, food, the outdoors, and hosting friends and family with a beautiful charcuterie board. Most Sundays, you can find him lying out at a park before football starts. He also likes to get in touch with his creative side from time to time by making his own bracelets with metal and stone beads.

• BA, Economics, University of North Carolina at Charlotte

Andrew Pollack

FINANCIAL PLANNING ASSOCIATE

apollack@christopherstreet.com
(212) 405-1611

Andrew brings over five years of financial planning experience to Christopher Street Financial. His passion for finance began in college at Northwestern University, where he recognized the vital need for financial literacy among his peers. This drive led him to pursue a career where he could make a meaningful impact on others' financial well-being.

Before joining Christopher Street Financial, Andrew honed his skills at two other firms. He began his career at Tortoise Investment Management, where he not only worked with a diverse range of clients but also played a key role in developing a program aimed at educating younger clients about the importance of financial planning. His comprehensive experience has equipped him with the ability to address a wide array of financial needs and objectives.

Andrew is enthusiastic about continuing his journey with Christopher Street Financial, where he looks forward to contributing his expertise and collaborating with a team committed to delivering exceptional financial guidance.

A proud native of Westchester, New York, Andrew now lives in Manhattan with his husband, Zach, and their beloved orange cat, Pumpkin. In their free time, the couple enjoys exploring the city’s dynamic restaurant scene and savoring a glass of Sauvignon Blanc at their favorite wine bar. Outside of work, Andrew keeps busy by running along the West Side Highway, immersing himself in a good book, or enjoying karaoke nights with friends—a nod to his college a cappella days.

• BS, Learning & Organizational Change, Northwestern University

Mani Grant, CFP^®

Associate financial advisor

mgrant@christopherstreet.com
(212) 405-1617

Mani Grant is a CERTIFIED FINANCIAL PLANNER^® professional with more than 10 years of experience in wealth management and financial planning. Throughout his career, Mani has advised high net worth individuals and families, private foundations - helping clients navigate complex financial decisions while developing strategies aligned with their long-term goals and values.

Mani’s areas of expertise include comprehensive financial planning, trust and estate planning, wealth transfer and philanthropic strategies. Mani’s approach focuses on building long term relationships and understanding what’s important to the client.

Mani currently holds the CFP^® certification and has earned a Master of Science degree from New York University as well as a Bachelor of Science degree in Banking and Finance from the University of the West Indies.

Outside of work, Mani is an avid reader with a strong interest in art, history, languages, and culture. He enjoys visiting museums and galleries, attending ballets and operas, and staying active through tennis and fencing.

What Mani looks forward to the most at Christopher Street Financial is engaging with clients and helping them to solve complex problems.

• MS, New York University
• BS, Banking and Finance, University of the West Indies

Craig Pais

financial Planning Associate

cpais@christopherstreet.com
(212) 405-1619

Craig began his career in corporate development and M&A at Citigroup, working on major financial decisions inside a global institution. He came away more interested in the decisions people make for themselves and eventually built an independent practice helping others manage their personal finances. Ultimately, he was drawn to a team practice like Christopher Street's, where the range of expertise around a client produces better outcomes than any one advisor could alone.

Craig studied economics and gravitated toward the behavioral side — how individuals behave with money. He recognizes that behind every decision is a person weighing history, habit, and worry — and, usually, hope. As a Financial Planning Associate, he works alongside the firm's advisors and their clients, starting with the person behind the numbers, because a good plan must fit the person, not the other way around.

That instinct has deeper roots. For two years, Craig volunteered as a crisis counselor at Response Crisis Center on Long Island, where he learned how much people carry beneath the surface, and how much a good conversation can steady someone. He believes a conversation about money should leave a person feeling clearer, not smaller, and as a member of the LGBTQ+ community, he is proud to hold to that standard at a firm built for those too often overlooked or underserved.

Outside the office, music is at the center of Craig's life. A former drummer, he is now devoted to electronic music and perfecting his home theater system. He catches new and classic films on the big screen around the city, meditates regularly, and is often mid-project as a hands-on homeowner. He lives in Queens with his fiancé, Anthony, and their two cats, Toby and Missy.

• BA, Financial Economics, University of Rochester

Rick de Beauclair

client services

rdebeauclair@christopherstreet.com
(212) 405-1613

As Director of Client Services, Rick leads the people responsible for making the magic happen behind the scenes. His team handles our clients’ accounts with personalized care to ensure their administrative needs are met efficiently, and money gets to where it needs to be on time. Our clients often hear from Rick, not only to confirm trades or distribution requests, but remember personal details like birthdays, grandkids, and definitely a pet or two!   

Rick served in the Air Force for 20 years in healthcare management and joined Christopher Street Financial in 2003 where he has found fulfillment from hearing clients’ stories and watching their goals being achieved over the years.  

Outside of Christopher Street Financial, Rick enjoys hiking, bike riding, snow skiing and especially traveling. He lives in Northern New Jersey with his miniature Dachshund, Oliver. 

• BS, Management Studies, University of Maryland Global Campus

Concetta Botie

Client Service Specialist

cbotie@christopherstreet.com
(212) 405-1614

With more than ten years of experience in the financial services industry, Concetta brings both expertise and empathy to her role. Prior to joining Christopher Street Financial, she served as a Client Service Associate at Morgan Stanley, where she earned her Series 7 and Series 66 licenses and developed a strong foundation in wealth management and client service. She later earned her Master of Business Administration (MBA) to expand her knowledge and skillset.

Concetta is dedicated to creating an exceptional client experience rooted in thoughtful communication and understanding of each client's unique needs. She is especially passionate about assisting clients by navigating complex life events, providing support during some of life's most important transitions. She is proud to be part of Christopher Street Financial's mission-driven team and appreciates the firm's commitment to fostering an inclusive environment where both clients and colleagues can be their authentic selves.

Concetta lives in Long Beach, NY, with her husband, incredibly handsome dog, and beloved senior cat. During the warmer months, her favorite pastime is relaxing on the beach reading a mystery thriller while her husband surfs. When the weather cools, she enjoys running and exploring different hiking trails, activities that reflect her curiosity and appreciation for new challenges. She proudly supports causes that are important to her, including animal rescue and the Alzheimer's Association. Whether in her professional or personal life, Concetta is guided by a commitment to learning, supporting others, and making a meaningful impact.

• BS, Business Management, Farmingdale State College
• MBA, Baruch College – Zicklin School of Business

 

Jennifer Date

Client Services Manager

jdate@christopherstreet.com
(212) 405-1607

Jennifer has a passion for social justice issues and is proud to be a part of a firm that values diversity and equity. She has seen firsthand the inequities that exist in marginalized communities and is a strong advocate in closing these gaps and ensuring that all have equal access to resources. With a strong interest in financial literacy, she enjoys working behind the scenes to ensure clients receive excellent service.

Prior to joining Christopher Street Financial, Jennifer has experience in the banking and finance industry, working closely with clients to create and achieve their financial goals. She believes that it is important to actively listen to clients' needs, get to know one another and build trust to best support them.  

Jennifer is a city girl, living in New York her whole life. She is a first-generation college student. Her values and beliefs stem from her parents who immigrated to America from the Caribbean. Jennifer enjoys spending quality time with her family, listening to stories about life in the Caribbean. 

• BS, Information Systems Management, CUNY SPS
• BA, Accounting, Berkeley College

Mark Lingenfelter, SHRM-CP

director of employee & client experience

mlingenfelter@christopherstreet.com
(212) 405-1604

As Director of Employee and Client Experience, Mark spends his days answering the questions: “What does it mean to be an employee at Christopher Street Financial?” and “What does it mean to be a client at Christopher Street Financial?”   He oversees the lifecycle of both employees and clients, and feels the relationship between the two is integral to the success of the firm.  Mark handles recruiting strategy, employee development, and does his best to ensure everyone gets cupcakes when a co-worker has a birthday.  Mark is also responsible for Christopher Street’s charitable giving and marketing and branding strategies.  

Previously, Mark served as the secretary and recruiting committee co-chair on the Leadership Council for Broadway Cares/Equity Fights AIDS, the philanthropic heart of Broadway providing groceries, medication, healthcare and hope to those affected by life-threatening illnesses. Since 2017, Mark has volunteered his time emceeing the annual gala for Camp Koala, whose mission is to provide healthy support and tools for children experiencing grief from the loss of a sibling, parent or primary caregiver.  

Mark pivoted to the world of finance after many years of working in the theatre.   He is the creator and host of The Buggytown Repository, a variety show that he began in 2022 and is performed in his hometown, in smalltown, rural, central Pennsylvania.  After hours and between shows, Mark can sometimes be found standing at a mic, telling a story.  His desire to collect and create experiences is not just a "9 to 5".

• BA, Musical Theatre, Catawba College

Cathy Marino-Thomas

Executive Assistant

cmarinothomas@christopherstreet.com
(212) 405-1612

Cathy comes to Christopher Street Financial with over 30 years of experience as an Executive Assistant. Previously, she spent 26 years at Price Waterhouse Cooper as an EA to multiple Advisory Services Partners. While there, she helped organize a group of LGBT employees to form an LGBT+ diversity circle which is now part of the larger empowerment programs of the firm.

Cathy’s passion is activism. She spent many years as a Buddy in the Gay Men's Health Crisis (GMHC) Buddy Program visiting people afflicted with HIV/AIDS and assisting them with daily chores, advocacy, and information.

Since 1998, Cathy has worked on the issue of marriage equality, serving as Executive Director of Marriage Equality NY and Board President. After New York State successfully passed marriage equality in 2011, she served as Co-President of Marriage Equality USA until retiring from the role in 2015, once the movement won marriage nationally in the Supreme Court decision, Obergefell v Hodges. Cathy has spoken all over the country about the rights, privileges, and obligations that protect families only through the right to civil marriage. Today Cathy continues her fight for marriage equality by working on the Respect for Marriage Act. “The fight is not over!”

Cathy served as Steering Committee member and organizer for Gays Against Guns, connecting with likeminded activists across the country on the issue of gun control.  Most recently, Cathy served as the Board Chair of Equality New York’s 501(c)(3), an organization that works to elect representatives that will seek equality in the law.

In addition to her dedication to activism, Cathy enjoys spending time with her wife Sheila, grown daughter Jacqueline, and her dog, Luna, who all reside in Queens.  

Cathy will also tell you she is Elton John’s number one fan.

Claudine Desire

Office Manager | Receptionist

cdesire@christopherstreet.com
(212) 405-1600

With 10+ years of administrative experience, Claudine has always loved being part of a team. Knowing that others can trust her to provide the best support possible is uplifting for her. 

Claudine has worked in the technology, legal, hospitality, nonprofit and retail fields. She believes Christopher Street Financial provides an important platform to the LGBTQ+ community, bringing authenticity, acceptance, and a personal touch to their partnerships with clients. As a minority, Claudine has firsthand knowledge of what it is to be marginalized. This personal experience helps her to be an ally and a supporter of the LGBTQ+ community who understands the importance of being seen, heard, and accepted. 

Claudine enjoys weightlifting, spending time with family and friends, and binge-watching TV shows. She was a classically trained ballerina and violinist, spending 10yrs+ in each studying those arts.