Our Team

Small World Wealth Management was founded by Wealth Management Advisor Joseph Small. He started his work with Northwestern Mutual in 1992 and has grown from a single representative to a robust team professionals. Several team members have worked together for 10 or more years and have developed incredibly deep knowledge and expertise in their specific areas. The binding force behind the team is the true dedication to personal client care and holistic planning with an easy-to-understand approach. Each team member is empowered and motivated to provide the best personal experience possible for each client.

 

Leadership Team

Joseph A Small

Founder and CEO

Office 845-224-0015


Email

Read Bio

Tricia O'Malley , MPA

Chief Operating Officer

Office 845-224-0002


Mobile 845-489-2802


Email

Read Bio

Stephen Henry Lynch

Office 845-224-0005


Email

Read Bio

Advisors

Christopher M Ball , CLU®, ChFC®

Wealth Management Advisor

Office 302-416-3327


Fax 856-878-2684


Email

Read Bio

Susan M. Pineiro , CRPC®, CDFA®

Associate Advisor

Mobile 845-489-7423


Email

Read Bio

Anthony Ratcliff

Associate Advisor

Office 845-224-0002


Email

Read Bio

Joshua Weinerman

Associate Wealth Management Advisor

Office 845-224-0027


Email

Read Bio

Don Badgley , CLTC®

Financial Representative

Office 845-569-1422


Email

Read Bio

Scott Granan , MBA

Associate Financial Representative

Office 845-224-0002


Email

Read Bio

Operations

Cynthia M Kidder

Director of Insurance Operations and Services

Office 845-224-0008


Email

Read Bio

Scott E Mete

Financial Representative Assistant

Office 845-224-0025


Email

Read Bio

Jennifer M Trama

Executive Assistant

Office 845-569-1427


Fax 845-522-8035


Email

Read Bio

Theodore Bruschini

Assistant

Office 845-224-0002


Email

Read Bio

Connor Freeman

Assistant

Office 845-224-0002


Email

Read Bio

Investments

Justin Vernon Copeland

Director of Investments

Office 845-224-0017


Mobile 914-204-4398


Email

Read Bio

Gia C Bonavilla

Director of Investment Operations and Services

Office 585-248-4739


Email

Read Bio

Michael C Smith

Investment Operations Manager

Office 845-569-4746


Email

Read Bio