Robert A. Pugliese
Chairman and Chief Executive Officer | OSJ and Branch Manager.
Bob has worked extensively in the financial services industry since 1972. He has been engaged in many facets of financial services and is able to draw upon a wealth of experience when providing advice and guidance to the reps in the branch. Click to continue reading…
Traci A. Shughart
President and Chief Operating Officer | OSJ and Assistant Branch Manager.
Traci has been engaged in the financial services industry since 1988. During that time she has been involved with many different functions in the business. She and Bob have worked together since 1992 and joined Cambridge in 1999. Click to continue reading…
Sebastian N. Sullivan
Vice President of Operations and Business Development
Sebastian joined the team on a full-time basis in 2011. Sebastian holds FINRA Series 7, 66 and 24 as well as his Life and Health and CFP®. Click to continue reading…
Lindsey M. Burda
Vice President of Communications and Marketing Services
Lindsey joined the team in 2012. She has a degree in Communications from the Pennsylvania State University and holds FINRA Series 7 and 66 licenses. Click to continue reading…
Mark W. Steinhart
Vice President of Business Development
He has been an advisor with Premier Wealth Management® for the past 15 years and in the financial services industry as an advisor for more than 20 years.
Planning & Research Specialist
Mario serves as our Planning & Research Specialist. He works closely with Mark on the Premier Advantage Program as well as providing our advisors with potential investment ideas moving forward.
Richard J. Esoldo
Senior Director of Operations
Rich joined Cambridge and Premier Wealth Management® in 2000. Rich now works on a part-time basis with Premier filling in to help with many aspects of the branch. Click to continue reading…
Jennifer J. Steinhart
Jennifer joined the Premier Wealth Management® team in 2016. Jennifer holds her 6 and 63 as well as her Life and Health Licenses. She is a graduate of Central Penn College and has worked closely with her husband Mark, in the financial services industry since 2007. Click to continue reading…
At Premier You Are Part of A CommunityIn addition to our staff you are part of a community of professionals at Premier Wealth Management. With access to our PWM Discussion Group you can reach out to fellow rep-advisors to ask questions, share ideas and communicate with other reps in the branch.