Who We Are Biographies

Patricia Moren, MBA thumbnail
Patricia Moren, MBA
Managing Principal
Christopher Conigliaro, CFP® thumbnail
Christopher Conigliaro, CFP®
President, Principal
Sureita Hockley thumbnail
Sureita Hockley
Vice President - Business Development

Strategic Leadership Team

Our leadership team represents over 100 years of financial services industry experience. For more than a decade, we have helped hundreds of financial practices create and deliver a premium client experience.

Patricia Moren, MBA

Patricia Moren, MBA - Managing Principal

After graduating from St. Thomas University in 1982, Patricia began her career as an internal auditor in the agricultural sector. For the past several decades, Patricia’s focus has been on helping financial services companies drive profitability by helping them identify, develop, and execute business strategies resulting in multi-million dollar bottom-line impact. She has a track record in leading initiatives end to end including concept ideation, validating consumer needs and behavior, financial analysis, design and development of product/services, and providing ongoing management. Patricia has delivered growth and profitability by delivering wealth management solutions for wealthy clients; leading affluent client marketing efforts; driving sales force engagement through specially crafted programs, compensation, and incentives; and providing oversight for project and financial management. Patricia is from Minneapolis, and lives and works in Bloomington, Minnesota.

Charles Hamowy, CFP®, CPA/PFS

Charles Hamowy, CFP®, CPA/PFS - CEO, Principal

After graduating from New York University in 1978, Charles Hamowy began his career in the accounting profession as a Certified Public Accountant. After a successful decade-long career in accounting he redirected his passion to help others build their personal financial success. In 1998, he joined forces with Christopher Conigliaro, CFP, to form a wealth advisory firm. He has consulted and coached financial services practices for over a decade. A former financial radio show host and commentator and author, he is a sought after media expert and public speaker addressing topics from investment portfolio design to planning for life’s uncertainties. Lastly, he is also a successful entrepreneur who has started and grown several businesses.

Charles is from Brooklyn, and lives and works in New York City.

Christopher Conigliaro, CFP®

Christopher Conigliaro, CFP® - President, Principal

After graduating from Hofstra University in 1993, Christopher Conigliaro went into the financial services industry, where he manages a successful financial advisory practice in midtown New York City which he co-owns with Charles Hamowy. A Certified Financial Planner, Chris successfully delivers highly personalized financial planning and wealth management services to affluent individuals, families, and business owners. Chris plays a highly-rated coaching and consulting role for financial services practices. A dynamic speaker on the subject of personal wealth management strategies, he is also an author and a popular media expert on a wide range of investment products. Christopher’s research is in high demand and is utilized regularly by industry professionals.

Chris lives in Bedford, New York State and, with Charles, works in the firm’s offices in
New York City.

Sureita Hockley

Sureita Hockley - Vice President - Business Development

After studying in Leicester, England Sureita began her career in the financial services industry for the first nine years and then moved into sales and management. In 2007 Sureita relocated to New York City where she returned to the financial services industry with HCA Consulting and has been here for eight years. Sureita is a highly rated and respected program manager, advisor coach, and trainer.

Sureita is from England, and lives and works in New York City.

Team of Coaches

We have a team of coaches who have years of experience in the financial services industry and in formal financial planning. Many hold specialized financial planning designations. Each coach is specially trained and is an expert on the Seasons of Advice® approach. Our coaches hit the ground running to expedite your ability to establish a proactive, relevant, and systematic experience for your clients. Plus, they bring dedication, wisdom, and enthusiasm to their work…all while providing an objective perspective with the proven ability to transfer their knowledge, help drive financial planning fee revenue, and deliver a premium client experience

Photography By John Abbott