My Team

Small World Wealth Management was founded by Wealth Advisor Joseph Small and his team. He started his work with Northwestern Mutual in 1992 and has grown from a single representative to a suite of professionals.  Several team members have worked together for 10 or more years and have developed incredibly deep knowledge and expertise in their area.  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.


 
Joshua Weinerman

Joshua Weinerman

Associate Wealth Management Advisor
Office 845-224-0027

Josh is a graduate of Hamilton College in Clinton, NY with a Bachelor of Arts in Economics.  He has been working with Joe Small & Northwestern Mutual since 2012.  He is licensed in Life, Accident and Health Insurance for State of New York, as well as his FINRA Series 7 and 66 investment services. As a lead advisor for the team, he brings incredible expertise, skill and knowledge.  He is well known for his thorough and detailed analysis and understanding of complex investment strategy and works closely with his support Scott Mete.

When Josh is not working, he can be found spending time with his wife and daughter at their home in New Paltz, NY or on the links someplace in the Hudson Valley. He is an avid golfer and often brings his high school aged daughter for some healthy competition.  Josh also enjoys maintaining his home, spending time with his family (including his parents who are close by) and travel.

 

 
Justin Vernon Copeland

Justin Vernon Copeland

Office 845-224-0017
Mobile 914-204-4398

Justin joined Small World Wealth Management in 2017 and has grown his responsibilites from Financial Representative to transition to working as an Associate Financial Representative on the investment team. He has a Bachelors Degree in Business Economics and Finance from SUNY Oneonta.  Prior to joining Northwestern Mutual, Justin worked as an advisor for Mass Mutual.  He is licensed in Life, Accident and Health Insurance for the State of New York, and 6/63 investment services.

Justin and his wife Abigail reside in Fishkill, New York and are expecting their first child. He spends most of his free time with his large extended family and playing soccer or golf. In addtion to other fitness hobbies, he is an accomplished martial artist who both teaches and competes. His consistent positive attitude and friendly demeanor make him a favorite among clients for any servicing questions they may have.

 

 

 

 
Kristine K Bargo

Kristine K Bargo

Director of Operations and Client Service
Office 845-224-0004

Kristine graduated from Marist College in Poughkeepsie, NY with a Bachelor of Science in Finance. She has been with Northwestern Mutual for nearly 20 years (most of them working closely with Joe Small and Small World Wealth Management) and holds her Life, Accident, and Health insurance license for the state of New York. She plays a critical role in provding excellent service to clients, colleagues and business associates.  Her deep knowledge and understanding of the industry and Northwestern Mutual products is an incredible asset.

She resides in Pleasant Valley, NY with her husband and daughter. In her free time she is usually travelling for dance competitions, caring for her family, reading and concentrating on fitness and health.

 
Scott E Mete

Scott E Mete

Financial Representative Assistant
Office 845-224-0025

Scott joined Northwestern Mutual in 2018 and brings over 20 years of experience in the Financial Services industry (16 years at Merrill Lynch and 5 years at Wells Fargo Advisors). In these roles, he has alwys played an important supporting function for high performing Advisors.On our team, he primarily supports Josh Weinerman.  He also brings over 10 years of experience in restaurant and hospitality management.

He lives in Fishkill, NY with his wife Amy.  In his free time, he can be found on the tennis court, at the gym or enjoying local cuisine at many of the incredible food venues in Southern Dutchess County. He also enjoys visiting casinos and Saratog race track.

 

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Anthony Ratcliff

Anthony Ratcliff

Office 845-224-0002

Anthony studied Business Administration with a concentration in Finance and Management at University of Albany. Immediately after graduation, he started his first business adventure.  What started as a small kiosk in the local mall selling frozen yogurt became a multiple site yogurt franchise.

Several years later, he met Joe Small who was an advisor to several family members and his interest was piqued in financial planning. Since then, he has become series 7 and 63 registered. He joined Small World Wealth Management in 2019 as Associate Wealth Management Advisor. He is technologically astutue and stays on point with the newest advances in how to use technoloy to better serve our clients.

His favorite time of the year is college football season. Many family members including his father went to Ohio State  - go Buckeyes!  He spends free time on his boat during the summer months up in Lake George, visiting restaurants in NYC, caring for his dog and tackling home improvement projects.  He also enjoys travel an would love to go to Australia in the near future.

 
Jennifer M Trama

Jennifer M Trama

Office 845-569-1427
Fax 845-522-8035

Jenn graduated from SUNY Orange in Middletown, NY with an Associates in SWWM she worked in the accounting industry in the Orange County, NY area. She has her Notary License for the state of New York.

She worked as an assistant for an individual Advisor prior to her transition to Small World Wealth Management. In her current role she provides support for a number of advisors and as her licensing is finalize, her role with evolve.

Jenn currently resides in Middletown, NY and enjoys spending time with her family and camping.

 
Michael C Smith

Michael C Smith

Office 845-569-4746

Michael resides in Cornwall, NY with his wife and two sons. He is interested in anything outdoors whether it is camping, hiking, gardening, birding or photography. Michael is also a music enthusiast; it has been a major part of his life as a shared joy between his parents and to his sons… just don’t ask him to sing or play anything.

Prior to joining the Northwestern Mutual family, Michael was a software developer and information technology administrator. He studied accounting at Bryant University before transferring to Computer Science at Marist College. He is currently serving in a support role to several advisors as he studies for his licenses. His passion about risk based planning is due to his own personal life experiences.

 
Stephen Henry Lynch

Stephen Henry Lynch

Office 845-224-0005

Stephen is a graduate of SUNY Fredonia with a Bachelor of Science in Business and of Saint Leo University with a Bachelor of Arts in Accounting. He was a professional trader on Wall Street for 16 years and joined Northwestern Mutual at the beginning of 2015 as the Director of Investment Services.  He is passionate about the stock market, market trends, and investment research. He holds a FINRA Series 7 and Series 63 license for investment services.

Stephen resides in Middletown, NY with his wife Stacie and three college aged sons Kaelan, Owen, and Liam. He enjoys fishing, hiking, football, and spending time at the ocean.  Stephen is also a fervent music lover and is fortunate to share his interest with his children.

 

 

Susan M. Pineiro, CRPC®, CDFA®

Office 845-224-0002

Susan is a Chartered Retirement Planning Counselor (CRPC ®) and a Certified Divorce Financial Analyst (CDFA®) In addition, she holds FINRA Series 7 and 66 License and Life & Health Insurance license from New York. Susan began her career in 1999 after graduating from Dutchess Community College.

She is a very active member of the community having served as a board member for the Hospice Foundation of the Hudson Valley, Hudson Valley Volunteer Group for St. Jude Children’s Research Hospital and Hudson Valley Community Foundations Board and Grant committee.

Her professional associations include The National Association for Professional Women (NAPW), Association for Divorce Financial Analyst, Association for Divorce Financial Planners (Currently serving on the national strategic planning committee for ADFP) and the Dutchess County Regional Chamber of Commerce.

Susan raised her two daughters in Red Hook where she continues to reside. In her leisure time she enjoys staying healthy through exercise, weekend hikes with her favorite furry friend Sophie, challenging herself on the Peleton bike and eating healthy. She is an avid reader and loves to find the perfect antique. When time allows, she also enjoys making jewelry. Most of all, Susan treasures the time spent with her daughters, extended family and friends.

 
Tricia O'Malley

Tricia O'Malley

Director of Client Relations and Marketing
Office 845-224-0002
Mobile 845-489-2802

Using her vast philanthropic executive experience of raising significant monies, marketing, promotion and donor relations in the financial services field. Tricia has spent most her 29 year career in nonprofit, healthcare management holding such positions as Foundation Executive Director and Chief Advancement Officer. She has a Master's Degree in Public Administration from Marist College and an Advanced Degree in Healthcare Leadership from Yale University.  She has also graduated from several leadership programs including: Leadership Orange '96, Pattern for Progress Fellowship'11 & Naugatuck Valley Leadership '15.  She is a long term facilitator at Leadership Dutchess and has spoken at various leadership and professional conferences including National Philanthropy Day hosted by the Association of Fundraising Professionals. She has operated as  consultant to various non-profits in the Hudson Valley specializing in board development, sustainability & strategic planning.

As the mom to five biological kids, three bonus kids and three dogs she is fairly adept at managing multiple prioroties.  In her free time she enjoys yoga, fitness, hiking, travel, chocolate and wine (although not in that order).

In her role with Joe Small and the team, she is responsible for branding, communication, social media and community perception. She is also tasked with enhancing current client relationships and uncovering new client opportunities. In addition, she is finding ways to strategically partner with our local nonprofit community to practice the Northwestern Mutual commitment. #wecare #spendyourlifeliving

 

Joseph A Small
Wealth Management Advisor


Small World Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck