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  • IDT Capital Group joins New York Financial Partners | Long Island Business News

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    , an independent  firm in Melville, has joined Jericho-based . 

    IDT, headed by financial advisor David Calderon, oversees about $186 million in client assets, providing financial planning and investment guidance to individuals and families across Long Island and the greater New York region. IDT was formerly affiliated with LPL Financial. 

    Calderon says he spent more than a year evaluating platform partners before choosing to go with NYFP, citing the firm’s advisor-first culture, transparent support model and the opportunity to operate under his own brand, according to a company statement. 

    Ken Femiano, founder and managing director at NYFP, provided guidance to Calderon through the evaluation and transition process. 

    “As I evaluated potential partners, the level of follow-through and real support Ken and his team consistently delivered stood out immediately,” Calderon said in the statement. “At NYFP, you’re never on an island. You have access to guidance, resources, and flexibility without sacrificing independence. That culture allows me to run my business my way, with full support behind me.” 

    New York Financial Partners has about 50 advisors nationwide and manages about $4 billion in client assets. Its securities and investment advisory services are offered through Osaic Wealth. 

    “My co-founder, Howard Asch, and I built NYFP with a strong focus on supporting advisors at every stage of their business,” Femiano said in the statement. “From infrastructure and operational resources to hands-on guidance during transitions, our team delivers on what it promises: consistency, flexibility and an advisor-first mindset.” 


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    David Winzelberg

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  • CBIZ names James Aspromonti Long Island office managing director | Long Island Business News

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    THE BLUEPRINT:

    • will retire April 30 after leading on Long Island for years

    • became office managing director on Feb. 1

    • Aspromonti brings more than 35 years of accounting and assurance experience

    • Mazzenga chaired the annual CBIZ Workplace Challenge, the firm’s largest event on Long Island

    Carolyn Mazzenga, CBIZ’s longtime Long Island leader, will retire April 30, the national advisor said Monday. Taking the reins, James Aspromonti assumed the role of office managing director for the firm’s Melville and Riverhead locations on Feb. 1.

    With more than 35 years of experience, Aspromonti is a managing director and shareholder in the firm’s Assurance Services group. He has leadership experience in the CBIZ Consumer Products and Food & Beverage industry groups. He has been responsible for directing the accounting and auditing activities of CBIZ professionals serving these industries.

    His expertise includes helping clients improve their accounting efficiencies. He also serves internally as a mentor for staff.

    “I am honored to step into the role of office managing director and look forward to continuing our tradition of client service excellence,” Aspromonti said in a news release about his appointment.

    “It is a true privilege to follow in Carolyn’s footsteps – her leadership and dedication have set a remarkable standard for our team and the community,” he added.” I look forward to developing our next generation of professionals and fostering a collaborative and innovative team environment at CBIZ.”

    Active in the Long Island business community for many years, Mazzenga has received multiple professional and community awards.

    Mazzenga chaired the annual CBIZ Workplace Challenge, the firm’s largest event on Long Island, raising more than $1.4 million for local nonprofits since 2006. She helped launch the firm’s Women’s Leadership Development Program and contributed to its national Diversity, Equity & Inclusion initiative. She has also been quoted in publications on work-life balance, flexible scheduling, and women’s initiatives.

    “It has been a privilege to serve our clients and community alongside such a talented and dedicated team,” Mazzenga said in the news release.

    “I am proud of the growth and impact we have achieved together, from strengthening our presence in the business community to supporting important causes across Long Island,” Mazzenga said. “I have every confidence in Jim’s leadership and look forward to seeing CBIZ continue its legacy of excellence, innovation, and community commitment.”


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    Adina Genn

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