IBEX Wealth Advisors, LLC

Andre Rapoport is a financial advisor at IBEX Wealth Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CrossCountry Mortgage, LLC and 42 Growth Strategies. His background also includes roles in education at Ramapo College of New Jersey and Livingston NJ Public Schools. IBEX Wealth Advisors, LLC serves nearly 1,000 clients including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a discretionary investment approach utilizing mutual funds, ETFs, separately managed accounts, individual securities, and alternative investments, incorporating options and structured products to manage risk and enhance yield.

Charles Rongo is a financial advisor with IBEX Wealth Advisors, LLC and holds a Series 65 designation. He has over eight years of professional experience, including roles at The Breakers Palm Beach and Opal Grand Hotel. Outside of his advisory work, he has been involved with USA Hockey since 2015. IBEX Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing both long- and short-term strategies with derivatives and structured products.

Denise Anderson is a financial advisor at IBEX Wealth Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. Outside of her advisory role, she serves as assistant treasurer for the LCJ Summit Middle School PTO. IBEX Wealth Advisors is a fee-based advisory firm serving nearly 1,000 clients, including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, separately managed accounts, and derivatives.

Cheryl Andrew is a financial advisor with IBEX Wealth Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at LPL Financial LLC, Transcend Capital Advisors, Purshe Kaplan Sterling Investments, and several other firms. She also serves as a notary in Bedminster, NJ. IBEX Wealth Advisors is a fee-based advisory firm serving nearly 1,000 clients, including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a discretionary investment approach utilizing mutual funds, ETFs, separately managed accounts, individual securities, and alternative investments, and incorporates options strategies, structured notes, and derivatives in portfolio management.

Glenn Stephenson is a CFP® with 40 years of industry experience. He is currently with IBEX Wealth Advisors, LLC, where he has worked since 2022, and has been affiliated with LPL Financial since 2000. Outside of his advisory work, he is involved in a captive insurance business. IBEX Wealth Advisors, LLC serves nearly 1,000 clients including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a discretionary asset allocation approach utilizing mutual funds, ETFs, separately managed accounts, and alternative investments, and incorporates options strategies and structured products as part of its investment process.

Philip Rongo III is a financial advisor at IBEX Wealth Advisors, LLC with over four years of experience in the industry. He holds a Series 65 credential and has worked previously at The Mullings Group and Cratus Capital. Outside of his advisory work, he has been involved with USA Hockey since 2014. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis with a range of strategies including options and structured products.

James Varaklis is a financial advisor at IBEX Wealth Advisors, LLC with 31 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2004. Varaklis also operates a non-variable insurance business under the name James J. Varaklis & Company. IBEX Wealth Advisors, LLC is a fee-based advisory firm serving nearly 1,000 clients, including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a discretionary asset allocation approach utilizing mutual funds, ETFs, separately managed accounts, individual securities, and alternative investments, with additional use of options and structured products.

Philip Rongo Jr. is a financial advisor at IBEX Wealth Advisors, LLC with over 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining IBEX in 2014, he worked at LPL Financial starting in 1997. Outside of his advisory role, he is involved in managing a captive insurance company owned with his spouse. IBEX Wealth Advisors, LLC serves nearly 1,000 clients including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting using a variety of investment strategies including mutual funds, ETFs, separately managed accounts, and derivatives.