Senior Vice President – Investments
Shaun Orcinolo has provided wealth solutions to affluent investors for more than 17 years.. A former radio advertising professional and ad agency owner, Shaun is particularly attuned to the needs of private business/practice owners, bringing a real-world perspective to their financial planning.
Shaun is a member of the Board of Directors of the United Cerebral Palsy of South Florida and a founder of the Ziff Jewish Museum of Florida and Next Generation – Miami Jewish Home & Hospital. He is a past president of the Hope Center in Miami and past Chairman of the Family Advisory Council at Joe DiMaggio Children’s Hospital.
Shaun and his wife, Michele, have two children . He enjoys volunteering at his kids’ school, spending time with his family and baseball.
Senior Vice President – Wealth Advisor
Drawing on 27 years of financial services experience. Barry Klein provides innovative strategy and risk-management solutions for clients of the New River Group at Morgan Stanley*. He holds FINRA Series 3, 5, 7, 8, 15, 63 and 66 securities licenses, as well as licenses to offer health, long-term care and variable annuities insurance.
Barry helps clients manage portfolios containing money market, currency, equity, fixed income, hedging techniques, commodities, structured products and real estate investments.
Barry earned an A.A. degree in business and then attended Broward College. He is actively involved in his children’s school, coaching sports at various grade levels. He also raises funds for the local American Cancer Society chapter and various local charities.
Barry and his wife, Jaime, have two children.
Vice President – Wealth Advisor
John Kirk began his career in financial services in 1999, working for a private portfolio manager at Smith Barney. He joined the New River Group in 2001. John holds FINRA Series 7, 63 and 66 securities licenses, and is licensed to offer health, long-term care and variable annuities insurance.
John earned a B.S. in exercise physiology/sport science from the University of Florida at Gainesville. He is an active supporter of St. Jude Children’s Hospital and The David Sheldrick Wildlife Fund. He serves on the Finance and Legacy Committee for All Saints Episcopal Church and volunteers for Habitat for Humanity and the American Cancer Society.
John and his wife, Arlie, have a daughter and a son, and three Labradors. He is passionate about spending time with his family and working on home improvement projects. He also enjoys exercise and golf.
Senior Vice President
Rick Silverman has served clients in South Florida for over 27 years, providing essential tax-free solutions and a vast knowledge of insurance and annuity investments. He is available to review and advise clients on individual and corporate retirement plans. Rick also leads clients through a team planning process designed to develop an estate plan that protects their net worth.
Frequently sought out by the South Florida media for his investment expertise, Rick was the voice of “The Portfolio Team,” which aired weekly on the business channel WFTL for many years.
Rick was a guarantor of The Jewish Museum of Florida, and is a past Vice President of the Broward County Humane Society. He currently serves as a board member for The Broward Health Foundation Plan Giving Group.
Rick, his wife Pamela and their four daughters are long-time members of Temple Kol Ami.
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