Founder: 1947 – 1998
Back in 1947, Robert M. Rossiter founded the Rossiter Financial Agency on Court Street in Brooklyn, NY. With a focus on insurance, in 1980 he moved the agency to Huntington Village, NY
631-549-7612 ext. 304
After spending 4 years on the institutional side of the financial services industry, Dan Rossiter joined Rossiter Financial Group in 2002 to continue the family legacy. He assists clients with all aspects of their financial lives including retirement planning and their insurance needs.
In his spare time, you may find him at one of his children’s sporting events or playing golf with friends. Dan currently sits on the board of the Visiting Nurse Services located in Northport and currently resides in Commack with his wife and three children.
Chief Administrative Officer
631-549-7612 ext. 307
Rossiter Financial Group’s Chief Administrative Officer, Karen Catuosco, joined the team in 2010. Karen holds life/health and securities licenses. She is the “glue” that holds Rossiter Financial Group together for the main office in Hauppauge, NY.
Karen and her husband are extremely active in the sports, school and community activities of their three sons.
631-549-7612 ext. 305
In 2001 Sylvester Mallardi began a full-time affiliation with Rossiter Financial Group, Inc. A Certified Financial Planner since 2000, Syl has held securities licenses and life/health licenses for over twenty years. Mr. Mallardi serves as Rossiter Financial Group’s Medicare Specialist, a resource for all of us at Rossiter Financial Group Inc.
Syl is a member of the Financial Planners Association and he enjoys philanthropic activities with the Arthritis Foundation.
A golf and gardening enthusiast, Mr. Mallardi enjoys spending time with his wife and his two sons.
Employee Benefits Specialist
631-549-7612 ext. 306
Along with her client base, Sharon Clancy Bilkey joined the firm in 2007. Sharon is a graduate of both St. Anthony’s High School and Assumption College. She began a health-services-related career as a unit coordinator at the Lahey Clinic in Boston. Prior to becoming a licensed independent life and health insurance broker, Sharon also worked for US Healthcare/Aetna. Sharon’s varied experience in the health services industry makes her a tremendous resource.
Sharon currently resides in Huntington, NY with her husband and two children.
In her spare time Sharon enjoys tennis, exercising, volunteering, entertaining family and friends, and attending her children’s sporting events.
631-549-7612 ext. 302
In 1983, Bob’s cousin Tim Rossiter joined the firm, earning his Certified Financial Planner designation (“CFP”) and added total financial planning and wealth management to the mix of services provided.
In his spare time you may find him on the golf course or at a local Ancient Order of Hibernians event.
Tim currently resides in the Hilton Head area with his wife and treasures his time with his seven grandchildren and two GREAT grandchildren!
631-549-7612 ext. 301
Beth Love has played an integral role in Rossiter Financial Group since 1999. Beth is is located in the Hilton Head office with Tim Rossiter. She holds both life/health and securities licenses and a Certified Senior Advisor Certificate.
Formerly an elementary school teacher in North Carolina and in Germany, Ms. Love is a Boston College graduate. She chairs the Assistant’s Advisory Committee of American Portfolios (our broker dealer).
Beth has a passion for travel. She counts her friends and family as her greatest treasures.
The financial professionals within our organization work closely with estate planning and elder law attorneys in developing Medicare plans as well as trusts, wills, health-care proxies, and durable powers of attorney.
Rossiter Financial Group, Inc. also works with several accounting firms to seamlessly coordinate the preparation of income taxes and provide tax-planning.