Joseph Bragdon, CFA

Vice President
Palo Alto

 

BIO

Joseph Bragdon is Vice President at Financial Architects Partners. As a CFA Charterholder, he brings an analytical and objective approach to structuring tax-free life insurance programs for affluent families. Joe’s tailored advisory process focuses on goals, risk tolerance, education, and transparency. Joe also spends considerable time post implementation actively managing the plans he oversees on behalf of his clients.


Joe is based in our Palo Alto office, and is a member of the San Francisco Estate Planning Council as well as the CFA Society of San Francisco. He is often asked to speak at industry events around the country to highlight life insurance's qualities as an alternative asset class and strategic planning tool to the advisor community. Joe graduated from Northeastern University in Boston, MA with a bachelor's degree in International Business and a Minor in French language.
 

Joe enjoys spending free time with his wife and 2 young children at their home in San Ramon, CA as well as hiking, golf, mountain biking, running, and basketball.
Jeffrey


EDUCATION

Bachelor of Science in International Business and Finance, Northeastern University

CONTACT

260 Sheridan Avenue
Suite 210
Palo Alto, CA 94306
650-252-1700

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Suzanne Jack

Private Client Director

San Francisco

 

BIO

Suzanne specializes in wealth protection and transfer designs leveraging the unique asset of life insurance. She architects charitable plans and integrated gifting. Each are facets to anchor enduring private wealth and family legacy.

 

Suzanne works closely with families to align their best interests. Of particular focus is Private Placement Life Insurance for income and cap gains tax mitigation in an increasing tax predatory environment.

 

Suzanne is an Advisor in Philanthropy member, a Heritage Planning member, and sits on board of Alliance Community Foundation, a national charity serving advisors and their UHNW donors. A tennis coach for Special Olympics athletes and tutor for underserved students, Suzanne advocates access to education, sport and female mentorship globally. Suzanne attended Bennington College at age 16 to pursue writing, devotes time to craft and respects the intrinsic value of a liberal arts education as foundational pillar.

 

Suzanne is 4th generation of a national retail family business founded in late 1800’s: The legacy of family enterprise endures as single largest gift to America of it’s time, through gift of art to major museums and universities around the world. From Greenwich, Ct, Suzanne resides in Marin County, California with a national and international clientele.

 

EDUCATION

​Bachelor of Liberal Arts, Bennington College

CONTACT

260 Sheridan Avenue
Suite 210

Palo Alto, CA 02199
650-252-1700

Ben Kronish

Private Client Director

New York

 

BIO

Ben Kronish specializes in providing tax efficient life insurance-based solutions to high net worth individuals. His clients are executives and shareholders of private and public companies and range across a broad spectrum of industries both domestically and internationally based.

Ben has over 30 years of experience specializing in creative solutions to complex wealth transfer and estate planning problems. Utilizing a collaborative approach, Ben maintains open communications with the other professionals involved in the clients planning.

Ben is a partner of Kronish Associates, Inc., a third-generation financial practice with offices in New York and Irvine, CA. He began his career at New England Mutual Life Insurance Company where he built the leading brokerage operation in the country from 1986 thru 1988.

Leaving the management side of the business, Ben and his father Paul became members of the Hemisphere Group in the mid 90’s and subsequently National Financial Partners. Ben has served on the Advisory Board of Partners Financial and several life insurance companies. He is actively involved in the Association of Advanced Life Underwriters (AALU) and other industry groups. Ben is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL).


EDUCATION

Bachelor of Arts, Cum Laude, Union College

CONTACT

1 Rockefeller Plaza

Suite 1405

New York, New York 10020

c: 917-743-7343

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Scott Lomes

CMO

Managing Director, New York

 

BIO

Scott Lomes is FAP's Chief Marketing Officer and Managing Director of our New York City office.  His primary responsibility is to manage the strategic positioning of FAP and to oversee the firm’s marketing initiatives.  He has developed partnerships with several national law firms, family offices, private banks and trust companies securing mandates for many of the largest trust-owned life insurance implementations in the US.  He has over 20 years of experience in the financial services industry, serving both institutions and an elite clientele of affluent families.

Scott lives in Wellesley, Massachusetts with his wife and son.


EDUCATION

Bachelor of Science in Finance, The University of Denver

CONTACT

265 Franklin St. Ste 1102

Boston, MA 02110
617-259-1900