Our Team

The Amplius Wealth Advisors Team

Pride is evident in the culture of our team, which is driven by the positive youthful energy we bring every day to serving our clients with distinction.

Samuel A. Liebman

Founding Partner & Chairman | Wealth Advisor

Matthew D. Liebman, CFA®, CRPC®, CAIA®

Founding Partner & Chief Executive Officer | Wealth Advisor

Aaron Marks

Founding Partner & Chief Strategy Officer | Wealth Advisor

Patrick J. Swift, CFP®

Vice President of Wealth Planning | Wealth Advisor

Monica Lanzilotta

Director of Client Experience

Michelle Czarnecki, MBA

Director of Client Operations

Elizabeth Whittaker, CRPC®

Director | Relationship Manager

Jonathan Bass

Associate Wealth Advisor

Phil Matalucci

Wealth Advisor

Joanna Bellinzoni

Client Service Associate

Allyson Mangine, CFP®

Associate Wealth Advisor

Merritt Carew

Client Service Associate