Amy Gibriano

Amy Gibriano has been working alongside Perry Koplik for years in a strong supporting role – both as an assistant, and as an operations manager for his growing firm.

At Preferred Financial Partners (PFP), as the firm is now known, Amy is responsible for the entire back office function. On the investment side, this involves processing new investment paperwork, responding to client service requests, and making sure that client needs are continually being addressed. 

On the risk management side, she is commensurately steeped in details, assisting clients with quotes and underwriting on life, disability income and long term care insurance products. Amy particularly enjoys the client interaction that is part of her day-to-day job. “I like helping people, and I also really like bringing a process to fruition,” she says. 

As for PFP, Amy appreciates the warmth of the family-run practice, which she sees in stark contrast to the corporate environments she worked in prior to joining the firm. “You feel the difference here. We fit well together, we collaborate well together, and we are here to make it work well for our clients,” she says.

Amy attended Marymount Manhattan College and worked on Wall Street for years, early on in her financial services career. She is a Registered Representative, registered to sell securities. She also holds licenses to sell life and health insurance.

For fun, Amy likes to cook and spend time with her family. She is passionate about rescuing dogs.  Originally from Brooklyn, she now resides with her husband in Clinton, New Jersey.

perry Koplik

Anthony Bruno

Cameron Koplik

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