Since 2000, we have worked with clients to help direct them towards the goal of attaining financial freedom. It has been our pleasure and privilege to be the trusted advisors for hundreds of clients. We have a passion for helping people with their investments, as well as being a resource as they live through many major milestones. Our history is one of lineage, and this is our story.
The core of our team formed in early 2000 with childhood friends Joe Donnellon and Marc Rutkowski joining forces with Bob Rutkowski. Given Joe’s prior history in financial services and Marc’s lifelong financial study under his father Bob, the match was a clear fit. Managing multi-generational assets for our clients’ lineage, made it essential that we establish our own business as a multi-generational team of Advisors ready to provide continuous support to our clients’ growing families.
Our lineage took a fun turn in the mid 2000’s, when Joe and Marc actually became family. Upon a chance encounter, both Joe and Marc met their future spouses, who happened to be sisters. Aside from being best of friends and business partners, they now became brothers-in-law.
Time to Grow
Tony Frangella is the most recent Advisor to join The Lineage Group and he brings 15 years of institutional investing experience with him. Tony, Joe and Marc have been friends since elementary school and were even teammates on their state championship soccer team in high school. Tony has always been a part of our family and his investing experience helps add differentiated value to our clients.
The Lineage Group team is rounded out by our staff of four administrative executives. Denise Edgeworth has been with the company since the beginning and Elizabeth Okon since 2005. Our team stability and lack of turnover is a source of pride and critical to the overall service we provide.
Built to Thrive
The Lineage Group has a shared trait with leading companies such as Microsoft, FedEx, General Electric and Allstate. All were started during recessions or depressions. While many companies struggled to survive during the start of the millennium, our company was thriving. Along with overcoming the Great Recession of 2008, we take pride in our ability to navigate through difficult financial cycles for our clients and each time come through as a stronger company.
Investing in the Future
Fast forward to today and our firm has never been stronger. As a team, we are in the peak of our careers and ready to guide our clients through to the next generation. Our own lineage continues to grow with six children amongst our Advisors, ensuring the viability of The Lineage Group for many more generations.