About Us


Team Photo
Kreitler Financial, located at One Century Tower overlooking the historic Yale University campus in New Haven, CT, is a privately owned independent firm with more than 30 years of experience. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and we have access to TIAA-CREF’s Independent Advisor program. We have the ability to monitor and advise clients on financial assets regardless of where they are held.

Our comprehensive wealth management process helps coordinate the many facets of our client’s lives, including investments, income and cash flow planning, risk management strategies, estate planning, charitable interests and more. Our emphasis is on understanding and helping to manage the risks inherent in all investments. By employing customized diversification strategies**, we strive to help our clients achieve their goals while attempting to mitigate many of the pitfalls inherent in today's fast-moving global economy. Many of our clients are professionals, university professors and business owners who come to us for advice on the very complex issues involved in retirement planning.

Our high staff-to-client ratio means we can offer more customized service for each client. Clients work with a dedicated team led by an Advisor and Relationship Manager, both of whom are dedicated to working with a limited number of clients. Our branch professionals average over 15 years experience in the financial industry. We provide innovative investment and financial planning services, and we have been consistently ranked among the leading offices for Raymond James.**

*Diversification does not ensure a profit or guarantee against a loss.
**Membership is based on prior fiscal year production. Re-qualification is required annually.

 

Team Profiles

Charles Kreitler
Charles F. Kreitler, CFP®
President, Kreitler Financial
Wealth Manager, RJFS
charles.kreitler@kreitlerfinancial.com

Charlie is one of two Wealth Managers responsible for clients' experiences and financial planning outcomes. He serves on our Investment Committee designing custom portfolios to meet client needs. He is a co-author of the National Savings Rate Guidelines for Individuals (Journal of Financial Planning, April 2007; Ibbotson et al). Charlie is the second generation of the Kreitler family to lead the firm.

Charlie joined Kreitler Financial in 2005 as a Financial Advisor. He previously worked in market research consulting at Cannondale Associates and at Marketing Management Analytics, where he was Vice President of Client Service. Charlie holds the Series 7, 9, 10, and 66 licenses and is a Certified Financial Planner™ professional. He has a BA from St. Lawrence University (Canton, NY). Charlie is a member of the Raymond James Chairman's Council, which recognizes Raymond James top advisors*

Charlie enjoys the outdoors with his family, competitively racing Thistle sailboats, skiing, and fishing with flies that he prefers to tie himself.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above,
which it awards to individuals who successfully complete initial and ongoing certification requirements.

* Membership is based mainly on prior fiscal year production. Requalification is required annually.


Robert Kreitler
Robert Kreitler, CFP®
Founding Partner, Kreitler Financial
Wealth Manager, RJFS
robert.kreitler@kreitlerfinancial.com

Robert Kreitler, CFP®, is the founder of Kreitler Financial. He works with clients and assists in running the firm. He is author of the book Getting Started in Global Investing (Wiley, 2000), spearheaded the National Savings Rate Guidelines for Individuals (Journal of Financial Planning, April 2007) with Ibbotson Associates, and has written many professional articles. He is a frequent guest on radio and TV. Bob was a member of the Raymond James Chairman's Council, which recognizes Raymond James top advisors*, from 2005 - 2015.

In his prior career he was an expert on natural resource policy and worked for the Office of Management and Budget. Robert holds Series 7, 24, and 66 licenses and is a Certified Financial Planner™ professional. He has degrees from Carleton College (Northfield, MN) and Yale University (New Haven, CT).

Robert actively supports education reform in New Haven and is an avid beekeeper, supplying honey to clients.

* Membership is based mainly on prior fiscal year production. Requalification is required annually.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above,
which it awards to individuals who successfully complete initial and ongoing certification requirements.


Amy Alfano
Amy Alfano
Office Concierge, Kreitler Financial
amy.alfano@kreitlerfinancial.com

Amy delivers personalized service to each Kreitler Financial client to deliver the best experience possible. She works with the entire Kreitler Financial team to ensure the office runs smoothly.

Amy joined Kreitler Financial in 2010. She previously worked at Transcentive, a division of Computershare Company, where she assisted the President and Sales team. Before that position, Amy was an Account Representative at an art publishing company called The Greenwich Workshop working with artists and selling artwork for eight years. Amy holds a degree from Sacred Heart University (Fairfield, CT).

Amy enjoys traveling, cooking, gardening and loves to be with her husband on their boat fishing and enjoying beautiful sunsets.


Sandra Blanchard
Sandra L. Blanchard
Operations Manager, Kreitler Financial
sandy.blanchard@kreitlerfinancial.com

Sandy provides operational support to team members and oversees client account logistics and transactions. She also ensures that the firm and industry compliance requirements are met and assists in the development of new services and processes that will improve client experiences.

Sandy has worked in the financial services industry since 1982 at The Polaris Group and has been with Kreitler Financial since 2007. She holds Series 7 and 24 securities licenses. Sandy is a graduate of Stone Academy.

Sandy enjoys the outdoors and camping with her family.


Kim DiRaffaele
Kim DiRaffaele, CPA
Chief Operating Officer, Kreitler Financial
kim.diraffaele@kreitlerfinancial.com

Kim is a member of the management team of Kreitler Financial. She is responsible for managing the company’s day-to-day operations. Kim provides overall financial oversight and monitoring of the firm.

Kim joined Kreitler Financial in 1995 and has more than 25 years of financial and accounting experience. Prior to joining Kreitler Financial, she was a manager with Deloitte & Touche, where she was responsible for supervising audits. Her work focused on assisting companies with SEC filings and annual reports, as well as ensuring compliance with management’s internal controls. Kim holds a bachelor’s degree in business administration and a master’s degree in accounting from Florida Atlantic University.

Kim enjoys dancing, traveling to the Caribbean and organic gardening.


Bernadette Huang
Bernadette T. Huang, CFA®
Associate Financial Planner, Kreitler Financial
bernadette.huang@kreitlerfinancial.com

As an Associate Financial Planner, Bernadette works with the Kreitler Financial Wealth Managers and clients on financial planning and investment management.

Bernadette joined Kreitler Financial in 2015. She previously held positions as Senior Investment Manager at the Government of Singapore Investment Corporation, and Director, Institutional Equity Sales at Citigroup and HSBC in New York. Bernadette holds Series 7 and 66 licenses and is a Chartered Financial Analyst®. She has received a BA from the University of Cambridge (UK).

Bernadette enjoys scuba diving, playing tennis and golf. In addition to spending time with her family, she volunteers at New Haven non-profit institutions.


Kersti Melchiore
Kersti Melchiore
Relationship Manager, Kreitler Financial
kersti.melchiore@kreitlerfinancial.com

As a Relationship Manager, Kersti works closely with the Financial Advisors and clients during the wealth management planning process. She coordinates the needs of her clients with the resources needed to meet them, and she is the primary day-to-day contact for them.

Kersti has worked for Kreitler Financial since 2001. She began at the front desk assisting Bob then transitioned into a client relationship role. She holds the Registered Paraplanner designation. Kersti attended Hereford College of Art and Design (Hereford, England).

Kersti came to the United States from her home country of England as an Au Pair in 1990.


Jacob Ness
Jacob Ness
Relationship Manager, Kreitler Financial
jacob.ness@kreitlerfinancial.com

Jake is responsible for delivering exceptional service to our clients and ensuring the client planning process is managed appropriately over time. He responds to and anticipates client needs, and assists the Wealth Managers in solving problems, preparing for client meetings, and executing client transactions.

Jake has worked in the financial services industry since 2006 and has been with Kreitler Financial since 2010. He holds Series 7 and 66 securities licenses as well as an insurance producer license. He is a graduate of Augustana College (Sioux Falls, SD).

Jake appeared on ESPN’s SportsCenter as a kid when they used a clip of him performing at a Minnesota Timberwolves halftime show as a member of the Alexandria Aces Basketball Performance Team.


Beau Tillinghast
Beau Tillinghast
Associate Relationship Manager, Kreitler Financial
beau.tillinghast@kreitlerfinancial.com

As an Associate Relationship Manager, Beau is committed to ensuring our clients receive high quality, personalized service. He works closely with the wealth management and operations teams, preparing for client meetings, processing client requests and supporting the Wealth Managers.

A native of Hebron, Connecticut, Beau started at Kreitler Financial in the summer of 2016. He earned a B.S. in Finance with a concentration in Financial Planning from Virginia Tech. He holds Series 7 and 66 securities licenses as well as an insurance producer license. While at Virginia Tech, he interned with the athletics department and frequently worked nationally televised football games on ESPN.

Beau enjoys spending his free time in the gym, golfing, fishing and cheering on the Hokies with his friends and family.

Bottom Bar

Team Profiles


Charles Kreitler
Robert Kreitler
Amy Alfano
Sandra Blanchard
Kim DiRaffaele
Bernadette Huang
Kersti Melchiore
Jacob Ness
Beau Tillinghast



Contact Us

Call: 203-867-4396
Fax: 203-867-4398


Office Address
265 Church Street, Suite 801
New Haven, CT 06510

Get Directions

Advisor Bottom Bar
Contact a Financial Advisor