Our financial advisors are here to help you achieve your financial goals. With extensive experience in wealth management services, our financial advisors possess the necessary skills to develop tailored solutions that are consistent to your wealth management needs. From gains to downfalls, we work collaboratively with you every step of the way. With wealth management offices in New York and New Jersey, RMR Wealth Management provides you with comprehensive and personalized wealth management planning expertise.
Philip Rabinovich is a Co-Founder and Managing Partner of RMR Wealth Management, LLC. Phil brings 20 years of financial services experience to managing diversified investment portfolios for high net worth and institutional clients. Prior to launching RMR, Phil held several senior level positions where he was responsible for all aspects of investment management, portfolio advisory, brokerage and trading execution services. Phil co-founded, built and sold Mercer Partners, Inc., an online based investment banking and brokerage boutique, where he evaluated and sourced proprietary capital opportunities on behalf of the firm and its clients. Phil began his career at Bear, Stearns & Co. Inc., as a financial analyst in the Mergers & Acquisitions Group, and later as a portfolio manager in the Private Client Services division of the firm. Phil graduated with honors from Tufts University with a Bachelor of Arts in Economics and International Relations and studied at Oxford University. Phil lives in Roslyn, NY with his wife and three children.
Phil holds the following securities licenses: Series 3, 7, 24, 63, and 65.
Phone: 212-785-4377 x245
Brian T. Mayer
Brian T. Mayer is a Co-Founder and Managing Partner of RMR Wealth Management, LLC. Brian has been managing assets for high net worth individuals, small business owners and institutional clients since 1995. Brian’s practice focuses on delivering unique and thorough financial solutions to match the goals and objectives of his clients.
Brian has been managing financial advisory offices for over 17 years. Brian holds numerous industry licenses including Securities and Options Principal. In 1998, Brian co-founded Mercer Partners, Inc. a boutique investment banking firm. Mercer Partners created IPOSyndicate.com in 1999, offering high net worth individuals and institutions access to syndicate products via the internet. IPOSyndicate.com was rated by Forbes.com, Best of the Web: Access to IPO’s online in 2000. Brian began his financial advisory career in 1995 with Oppenheimer & Co., Inc.
Since 2004, Brian has worked closely with the Multiple Myeloma Research Foundation in a variety of fundraising efforts, principally as Chairman of the Marc Mayer Memorial Annual Golf Tournament. Brian graduated from The University of Rhode Island with a Bachelors of Science in Finance. Brian lives in Princeton, NJ with his wife and two children. Brian is active in the community by coaching youth football, basketball and baseball.
Phone: 212-785-4377 x244
Managing Director of Insurance & Annuity Sales
Lore Gordon is a Managing Director of Insurance and Annuity Sales for RMR Wealth Management, LLC. Lore has been managing money for High Net Worth clients and business owners since 1987. Lore’s practice focuses on delivering unique solutions to match the retirement income, wealth preservation and estate planning goals for her clients.
Lore holds numerous industry licenses including Registered Investment Advisor and Registered Principal. She began her career at Merrill Lynch as a stock broker. Then she spent two years at Shearson Lehman Hutton. In 1990, she was one of the founders of a Retail Bank Branch Based Investment and Annuity Program at National Westminster Bank, for which she became a manager and trainer. In 2001, while at a leading MassMutual Agency, she was the Department Head of Annuity Sales and Training.
During the last 10 years, Lore has been affiliated with the following charitable Organizations that support New York City’s underserved: Community Mayors, Metropolitan Building Managers, and the SABMG.
Lore attended the City University of New York at Baruch College for Accounting and Finance. She resides in Manhattan, and is close with her extensive family.
Phone: 212-785-4377 x277
Carlton has been a Financial Consultant for over 17 years and has been working with the RMR Wealth Management Partners for over a decade. His client base is focused on ultra-high net worth clients in the sports and entertainment fields
Phone: 212-785-4377 x230
John specializes in tax-advantaged strategies and solutions for high net worth individuals and small businesses. John’s practice is focused on helping clients make smart decisions with their assets to achieve their financial goals and objectives.
John is committed to a relationship of mutual trust beginning by understanding your goals and providing the appropriate planning and solutions through a personal relationship built upon unbiased advice. John focuses on three main areas: Asset Management, Insurance, and Relationship Management; which entails leading a team of experts to execute Wealth Transfer, Asset Protection, Tax Planning, and Charitable Giving solutions.
Through an extensive 6 Step planning process, John learns what the clients’ goals and concerns are and helps the client prioritize their concerns, provides strategies and helps his clients’ implement a plan to reach their goals and meet their concerns.
John is very involved with playing sports including baseball, football, basketball, softball and golf. In his spare time, John enjoys to read, travel, wine tastings, charity work and volunteers as a member of the Knights of Columbus Catholic Benefits Fraternal Organization within his community where he currently resides. John currently lives in Brooklyn with his wife Melissa.
Phone: 212-785-4377 x224