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2 Jefferson Plaza, Poughkeepsie, NY 12601

(845) 567-3930
info@rhinebeckassetmanagement.com
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At Rhinebeck Asset Management, we work together to deliver exceptional service and professional guidance.

John McLoughlin

John McLoughlin

First SVP, Head of Wealth Management at Rhinebeck Asset Management. Financial Advisor, Osaic Institutions, Inc.

845-567-3930

jmcloughlin@rhinebeckassetmanagement.com

With over 35 years of financial services and bank brokerage team leadership experience, John joined Rhinebeck Asset Management in Spring 2025. In his role as Senior Vice President, Investment Sales Director, John enhances Rhinebeck...
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Anthony Piccolino

Anthony Piccolino

Vice President at Rhinebeck Asset Management. Financial Advisor, Osaic Institutions, Inc.

845-567-3930 ext. 115

APiccolino@RhinebeckAssetManagement.com

Anthony joined Rhinebeck Asset Management in 2023 with 31 years of experience in the financial services industry, including more than 21 years of service to clients in the Hudson Valley. Throughout his career, he has advised clients...

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Brian Daly

Brian Daly

Financial Advisor, Osaic Institutions, Inc.

845-567-3930 ext. 113

bdaly@rhinebeckassetmanagement.com

A financial planning and private client banking veteran of over 12 years, Brian joined Rhinebeck Asset Management in Spring 2025 as an Osaic Institutions Financial Advisor. With his clients’ objectives, risk tolerance and time horizon...
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Joseph Pillot

Joseph Pillot

Financial Advisor, Osaic Institutions, Inc.

845-266-6234

jpillot@rhinebeckassetmanagement.com

Over his long career in financial advisory services, Joseph has strived to develop comprehensive investment strategies and financial plans tailored to meet his clients’ objectives, risk tolerance and time horizon. He has continued...
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Jason Netrosio

Jason Netrosio

Financial Advisor, Osaic Institutions,Inc.

845-567-3930 ext. 107

845-262-6600

JNetrosio@RhinebeckAssetManagement.com

Jason brought more than 28 years of financial services industry experience when he joined Rhinebeck Asset Management in 2025 as an OsaicInstitutions Advisor. Throughout his career, he has developed and implemented wealth management...

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Julie Smith

Julie A. Smith

Sales Assistant

(845) 567-3930 Ex.102

jsmith@rhinebeckassetmanagement.com

Julie is our sales assistant and has always had an interest in the financial industry. She acted upon that interest four years ago when the opportunity presented itself and has never looked back. She enjoys helping people and is...
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