Welcome to Strata CapitalAt Strata Capital, we believe that a life well-lived is defined by balance. Balance between work and family; between caring for others and caring for ourselves; between their lifestyle today and in the future. As wealth advisors and financial planners*, our job is to help our clients understand how the decisions they make today impact their future. We appreciate the busy lives that our clients live, and we know they need someone they can trust to help them maximize and protect what they have worked so hard to earn. We understand that financial decisions are often daunting and complex, and we take pride in making things easier for our clients and giving them the tools, resources and information, they need to make decisions confidently. Strata'strādə,'stradə/The highest level; the act of taking the high road Meet the Team David D’Albero is managing partner and co-founder of Strata Capital. He is the lead financial adviser in charge of the wealth management and financial planning divisions. David focuses in working with corporate executives, entrepreneurs, and family owned closely-held businesses. His experience includes investment and risk management as well as in working with clients and their families to manage complex wealth planning issues. He has 10 years’ experience in the financial services business. David graduated from Wagner College with a Bachelor of Science in Finance. He served on the board of a charter school located in Staten Island, NY.  Carmine Coppola is a partner and co-founder of Strata Capital. His time is spent primarily working with clients in the financial planning and wealth management areas of Strata Capital. Carmine focuses in working with corporate professionals helping them with goal planning, investment strategies*, company stock and option compensation, as well as risk management. Carmine graduated with a Bachelor of Science in Finance from Wagner College. Prior to starting Strata Capital, Carmine worked as a financial adviser for 5 years.  Daniel J. Hamm joined Strata Capital in 2018 as a Junior Associate. Daniel holds his Series 7, Series 66 and Life, Accident and Health licenses. Dan focuses in working within the insurance division of Strata Capital. Most of his time is spent assisting the financial planning team with protection planning and running other protection programs within Strata Capital. Prior to working in the financial field, he was a TV/Film actor for HBO and Netflix, his last being The Irishman directed by Martin Scorsese.  Thomas is an Associate with Strata Capital. He started his career with Strata Capital shortly after graduating from college. Thomas holds his series 7, Series 66 and Life, Accident and Health licenses. He focuses on assisting our financial planning team in providing comprehensive financial planning services. Most of his time is spent in the areas of financial planning, wealth management, and investment operations. Thomas graduated Cum Laude from Quinnipiac University with a Bachelor of Science in Finance. Thomas also holds a Master of Business Administration from Quinnipiac University.  John is a partner and co-founder of Strata Capital. His area of expertise involves working with clients in areas of retirement planning, extended care planning and risk management. John has been in the financial services business for over 30 years. John worked at Merrill Lynch for 25 years, running the operations of a trading desk.  Nadine has an extensive background of service delivery in the financial industry. She is passionate about building and maintaining strong client relationships. Nadine is involved in most steps of the process making sure our clients have a seamless experience. Strategic AlliancesEffective financial planning* can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
What to ExpectRelationshipSome financial planning firms emphasize the financial plan as being their client experience. A problem we believe with this approach is that it is set it and forget it. At Strata Capital we consider the financial plan* to be a prerequisite, same as a blood panel for a doctor. The financial plan itself is just the beginning, and how we work together after the initial plan is created is critical to our relationship with you. Your life will change and so will the services you want from your adviser. A financial plan should be a living document that changes with you. Our emphasis on relationship and collaborative decision making helps ensure that your plan* will reflect who you are and what is most important to you. SimplifyWe understand life gets in the way and finances can get messy. Simplifying your accounts, statements, and online access is a great start to managing your finances. We want to diminish the anxiety of you looking at your accounts or wondering where they are held. The complex does not have to be complicated. If your situation is more intricate and requires a more in-depth analysis, we are more than capable. Save the complex matters for us, we will display the concepts and solutions in a simple fashion so it is easier to make decisions and you can get back to being you. ConsultativeOur first step, always, is to understand you and who is important to you. Financial planning* is defined different for each one of our clients. It usually falls somewhere in between what feels good and what makes the most sense with your money. If you look at your life as a business, where you are the CEO, our task as your personal CFO is to arm you with the knowledge and data to help you make the best possible decisions. TechnologyWe are on the front lines providing access to the best possible technology solutions for you. We have the power to aggregate your financial life in one central, secure location so it is easy for you to access and know where you stand. On our end, we always use state-of-the-art programs to help ensure you are getting the most accurate analysis. Some of the tools we use are:
AnalysisWe like numbers. Our job when you hire us to solve a problem is to put the math behind the dream. We look at you, your family, and your business as a corporate institution that needs an in-depth assessment on where it is today and where is it going in the future. Powered by Monte Carlo analysis and piloted by our experience, we use analysis formerly reserved for institutions to help ensure we are considering all variables and managing all risks when forecasting your future. Fiduciary*Bound to a best interest standard. Company agnostic. We work for you, not an institution. Who We Serve BestAt Strata Capital LLC, we have developed a process over the years that allows us to help people break through obstacles and achieve their goals in an effective way, no matter what stage of life they’re in. However, we are especially equipped to serve the following clients. Corporate Professionals & ExecutivesEntrepreneursFamily Businesses &
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Strata Capital | New York, NY
Contact Us
56 Ocean Terrace
Staten Island,
NY
10314
- E-mail address: ddalbero@ft.newyorklife.com
