Our Team

Raffaele Mazzone

Lead Portfolio Analyst

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Before joining Legacy, Raffaele rose rapidly through the ranks of the wealth management division at a global bank earning a reputation as a sharp analyst and strategic portfolio manager. He holds a degree in Economics from Gettysburg College where he honed his analytical skills in the classroom and on the soccer field.

Credentials & Education

  • SIE, Series 7 and Series 66 qualifications.

  • Gettysburg College, Bachelor of Arts, Economics

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Nicholas Cosgrove

Associate Advisor

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Nick is a passionate and energetic financial advisor dedicated to helping clients build strong financial foundations for the future. With his commitment to tailoring solutions to each clients’ unique situation, he brings clarity and confidence to the planning process.

Credentials & Education

  • Series 6, Series 63, and Series 65 qualifications.

  • Life & Health Insurance Certified