facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our Team

John Parise Photo

John Parise

Managing Partner

John J. Parise has over 32 years of experience in financial planning and wealth management. He is deeply committed to helping families navigate the complexities of generational wealth management, with a focus on keeping families intact and prosperous for generations.

John understands the big picture, the interplay between asset protection, tax efficiency, and family governance that are critical to developing a holistic generational family wealth strategy. His family CFO services utilize a family office structure to collaborate with and coordinate the expertise of client’s advisors – accountants, attorneys, and other professionals – to help protect, preserve, and grow the family’s wealth for generations. John works exclusively with owners of privately held companies and affluent and super affluent families with a net worth in excess of $15 million who are family focused.

Before forming Copper Beech, John was a leading family wealth strategist at Lincoln Financial’s Resource Group, providing a sophisticated level of wealth planning and wealth management solutions to individuals and families of high net worth through intelligent informed dialogue.

Michael J. Parise, Esq. Photo

Michael J. Parise, Esq.

Supervisory Principal

Michael Parise has been working in the financial services industry since receiving his Juris Doctorate degree from Rutgers School of Law, Camden in 2009. Before that he graduated in 2005 from Cook College, Rutgers University with a B.S. degree in Natural Resource Management. At Copper Beech, Michael serves as the J.D. on staff and heads the virtual family office planning team, working closely with affluent families and their professional advisors in developing sophisticated plans in the estate, tax, and financial realms. Additionally, he counsels families in strategies for preserving, transferring, and governing wealth through generations. He has written multiple reports on the challenges facing affluent families in preserving wealth and how to develop strategic solutions to achieve their goals.

Michael holds his Series 7, 66, and 24 FINRA licenses along with life insurance. Additionally, he is a licensed attorney in Pennsylvania and New Jersey.

Colleen Huff Photo

Colleen Huff

Client Relationship Manager

Colleen is responsible for managing the business operations & finances of the company working directly with Managing Director, John Parise. Her 25 years of experience enables her to oversee all aspects of our day to day operations as well as the development and execution of processes instrumental in the company’s growth & stability. Colleen began working for a patent administrative company directly out of college and was responsible for the management of their multimillion dollar licensing operation which included database development, marketing procedures as well as financial accounting.

She entered the financial services industry in 2004 as part of the management team at Lincoln Financial Advisors, where she supported the Managing Director and Top Advisors in the development of systems and processes working in areas of investments, financial planning, insurance, marketing & operations. Utilizing these skills, she joined John in 2008 as a Practice Manager. Today, along with overseeing the operations of the business, she is dedicated servicing the needs and relationships of our valued clients.

Jo-Ann P. Murray Photo

Jo-Ann P. Murray

Registered Assistant
Jo-Ann has 35 years experience in financial planning and wealth management.   She began her career as an assistant to a registered representative with Connecticut General.  The representative retired, Jo-Ann continued to service his clients, while maintaining the position of investment processor for the entire office under CIGNA Financial Advisors Broker Dealer.  Once under the Broker Dealer of Lincoln Financial Advisors, she obtained her FINRA securities registrations for series 6 & series 7.  She continued her career as the Regional Compliance Lead before joining Copper Beech Financial.  She brings to the practice her many years of experience and her dedication to continually service her clients first.
Lauren Giacone Photo

Lauren Giacone

Office Concierge
Lauren has been working in the financial services industry since she graduated from Nyack College with a B.S. in Business Administration in 2007. She has worked as direct support for multiple financial advisors as well as office support on the corporate finance side. In 2013, she graduated with her M.B.A. from Liberty University. Lauren joined the Copper Beech team in 2016 as the Family Office Concierge where she is dedicated to serving our Family Office clients.