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We called the company “Main Street Financial” because we wanted a name that described our straight talking, down to earth style that distinguishes us from the sales driven style of many Wall Street firms. When the company was formed in 1999, we were pleased, but not very surprised, to learn that the name “Main Street Financial” was still available for use in the State of New York.
Since then we have grown steadily by providing a disciplined, client-centered service whether markets are up or down. As a small firm, we place great value on the close relationships we have with our clients and we give them our total allegiance.
Please read our Form ADV to learn more about us, how we operate and how fees are determined. Meanwhile, meet our professional staff ……
Charlie Benway, the firm’s principal, is an Annapolis graduate and has an MBA in Finance from the NYU Stern School of Business. He is a CPA and a Certified Financial Planner® certificant and has been helping clients with their financial affairs since 1988. Charlie is a member of the American Institute of Certified Public Accountants, the NYS Society of CPAs and the Financial Planning Association.
Suzie DeAngelis is a graduate of Bernard Baruch College with a degree in accounting. She has been a CPA since 1985. Suzie is a member of the American Institute of Certified Public Accountants and the NYS Society of CPAs. She is working towards becoming a Certified Financial Planner® certificant.
Leo Cunningham is an Air Force Academy graduate and has an MBA from Midwestern State University of Texas. He is a Certified Financial Planner® certificant and has been helping clients with investment management and financial planning since 2003. Prior to his career in finance, Leo served in the Air Force as a pilot and flight instructor and later flew for United Airlines. He is the president of the NY Metropolitan Chapter of the Air Force Academy Association of Graduates, a member of the Financial Planning Association, and is a lieutenant colonel in the Air Force Reserves. He is originally from North Salem, and lives with his family in Carmel, NY.