The Rebels of Wall Street

Our team of brilliantly savvy finance people, has over a decade of experience in the Wealth Management Industry to help young professionals get smart with all things money.
bull
Simply put: We got sick of the #bull

It's no secret that Wall Street needed a makeover. 2008 was embarrassing...for all of us! Stash is the brainchild of former Wall Street execs on a mission to educate and empower H.E.N.R.Y.s™ who are largely ignored by traditional financial firms or have an allergic reaction to stuffy mahogany offices. Stash Wealth is eager to usher in a new era of what it means to be money savvy with their no-B.S. approach.

Meet the Founders
priya
PRIYA MALANI

BRAG A BIT: I started my career in finance over a decade ago at Merrill Lynch. Not sure that's something to brag about but it was an incredible training ground. What I learned was that I could do this better, faster, and cooler for people who needed the help even more. Our clients are the real deal. Fun, fabulous and on the fast-track to financial freedom.

IF I DIDN'T DO THIS, I'D BE: A writer for Food & Wine Magazine.

AFTER A FEW TOO MANY: Patron shots,
I TURN IN TO: this

rob
ROB KOVALESKY

BRAG A BIT: Our clients are awesome and I'm really excited to be part of a movement that's changing the future of wealth in this country. Wall Street doesn't get it yet, and maybe they never will. When we realized the hole in the market, we decided not to wait around. We left our secure jobs on Wall Street to do something about it and we've never looked back.

IF I DIDN'T DO THIS, I'D BE: Building luxury homes

AFTER A FEW TOO MANY: Manhattans,
I TURN IN TO: this

Meet the Rebels
mary
MARY Lead Planner

BRAG A BIT: I have been managing my own finances since I was 16 and as a result, have turned into a full-fledged financial planning ninja. Being a victim of excessive student loans and credit card debt myself, I know that if I can come out from under it, anyone can!

IF I DIDN'T DO THIS, I'D BE: A professional tap dancer

AFTER A FEW TOO MANY: Frozen Margaritas,
I TURN IN TO: this

marc
MARC, Estate Planning Guru

BRAG A BIT: I once settled a client’s tax debt of 200,000.00 with the IRS for a lump sum payment of $40,000.00. I also help little old ladies make sure their grandchildren inherit the proper silverware.

IF I DIDN'T DO THIS, I'D BE: A chef

AFTER A FEW TOO MANY: Knob Creek's,
I TURN IN TO: this

brian
BRIAN, Protection Expert

BRAG A BIT: I refused an assignment one Wednesday evening, walked out of my job at RBS in 2010, and hopped on a private jet for a weekend getaway. (Of course to return on Monday for an early meeting with HR)

IF I DIDN'T DO THIS, I'D BE: Keeping up my tan, teaching tennis.

AFTER A FEW TOO MANY: Vodka/San
Pellegrino Pompelmo's I TURN IN TO: this

rich
RICH, Tax and Accounting Ninja

BRAG A BIT: I’ve read the U.S Tax code (well, most of it). Priya calls me the swiss army knife of taxes. I’ve been doing this forever and I love providing clients with expertise and top notch service in tax preparation and advisory services as well as helping small to mid-size business reach their full potential.

IF I DIDN'T DO THIS, I'D BE: a stay at home dad with my two daughters

AFTER A FEW TOO MANY: Grey Goose and
pineapples I TURN IN TO: this

jon
JON, Small Biz Whiz

BRAG A BIT: I recently got a client out of an unjust contract (under which he allegedly owed thousands of dollars), by writing a single letter.

IF I DIDN'T DO THIS, I'D BE: living near the ocean somewhere and picking up odd jobs.

AFTER A FEW TOO MANY: Diet Cokes,
I TURN IN TO: this

moe
MOE, The Lending Legend

BRAG A BIT: Helping clients buy their dream home is sometimes a walk in the park, sometimes it’s a pain in the ass. But we always find a solution. Either way that’s what makes me love what I do.

IF I DIDN'T DO THIS, I'D BE: a running coach (not gonna lie, I'm not that fast!)

AFTER A FEW TOO MANY: Dirty Gin Martini's
I TURN IN TO: this

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