As committed as we are to changing our clients’ lives, we are equally passionate about fostering a work environment where everyone succeeds. A career with us means working alongside exceptional people who will motivate and inspire you to reach your professional and personal goals.
Frank Scalese
Blue Ocean
CEO
LONG ISLAND BUSINESS LEADERS
Home to a top-notch team of diverse, financial professionals, Blue Ocean Wealth Solutions, a MassMutual Firm, is motivated by a mission to change people’s lives. CEO Frank Scalese talks about the family-oriented environment he has cultivated and how it enables team members and clients alike to thrive.
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Frank Scalese
CEO
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CEO
Three simple words summarize Frank Scalese’ s motivation for going to work every day: Change people’s lives. With his steadfast commitment to helping others alter the course of their lives, Frank has built one the nation’s leading financial service firms.
Frank’s commitment to helping others alter the course of their lives forms the founding principle upon which he has built one of the nation’s leading financial service firms.
Frank’s career as a Financial Services Representative began in in 1990 when he first graduated from college. He quickly realized that he was leading a life of significance by positively impacting the lives of his clients. Once promoted into management, Frank was eager to recruit people into the business and has earned many awards for his success.
Fast-forward to today and Frank is leading a team of over 200 professionals serving individuals, families. Frank’s charge to his team is simple, yet profound – help change people’s lives. Motivated by the ideas in the best-selling book, Blue Ocean Strategies, Frank encourages advisors to create a unique value proposition for clients. The book’s lessons are so ingrained in the firm’s culture that in 2015, North Coast Financial Group changed its name to Blue Ocean Wealth Solutions.
Throughout his career, Frank has earned the respect and admiration from his clients, team, and industry insiders. In February 2016, he was inducted into MetLife’s Management Hall of Fame. Later that year, MassMutual acquired the MetLife Premier Client Group, which included Blue Ocean Wealth Solutions. The firm has since earned the prestigious Silver Chairman’s Trophy from MassMutual for 2 years in a row. The family-oriented culture he cultivates has also earned his firm a spot on the Top Long Island Workplaces list since the award’s inception in 2018. More importantly than external recognition, however, Frank takes pride in knowing that the team has fun together, has forged strong bonds, and made lasting memories.
Frank has taken his message and passion for helping others to an industry-wide level by sharing his time and talents with GAMA International, a not-for-profit organization promoting professional development and leadership in the insurance, investment, and financial services industries now known as FINSECA. Frank has served as FINSECA President, and he oversaw the coordination of its successful 2018 and 2019 LAMP conferences.
In his free time, Frank enjoys reading self-improvement books, golf, and supporting charitable efforts. The cause nearest and dearest to Frank’s heart is the Leukemia & Lymphoma Society, an organization he has supported since his son John survived childhood Leukemia. To help other families, Frank has spearheaded corporate fundraising for the Leukemia & Lymphoma Society's Light the Night Walk, recently recognized as one of the Top 3 Corporate Fundraising Teams on Long Island.
CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKERCHECK(http://brokercheck.finra.org)
Frank’s commitment to helping others alter the course of their lives forms the founding principle upon which he has built one of the nation’s leading financial service firms.
Frank’s career as a Financial Services Representative began in in 1990 when he first graduated from college. He quickly realized that he was leading a life of significance by positively impacting the lives of his clients. Once promoted into management, Frank was eager to recruit people into the business and has earned many awards for his success.
Fast-forward to today and Frank is leading a team of over 200 professionals serving individuals, families. Frank’s charge to his team is simple, yet profound – help change people’s lives. Motivated by the ideas in the best-selling book, Blue Ocean Strategies, Frank encourages advisors to create a unique value proposition for clients. The book’s lessons are so ingrained in the firm’s culture that in 2015, North Coast Financial Group changed its name to Blue Ocean Wealth Solutions.
Throughout his career, Frank has earned the respect and admiration from his clients, team, and industry insiders. In February 2016, he was inducted into MetLife’s Management Hall of Fame. Later that year, MassMutual acquired the MetLife Premier Client Group, which included Blue Ocean Wealth Solutions. The firm has since earned the prestigious Silver Chairman’s Trophy from MassMutual for 2 years in a row. The family-oriented culture he cultivates has also earned his firm a spot on the Top Long Island Workplaces list since the award’s inception in 2018. More importantly than external recognition, however, Frank takes pride in knowing that the team has fun together, has forged strong bonds, and made lasting memories.
Frank has taken his message and passion for helping others to an industry-wide level by sharing his time and talents with GAMA International, a not-for-profit organization promoting professional development and leadership in the insurance, investment, and financial services industries now known as FINSECA. Frank has served as FINSECA President, and he oversaw the coordination of its successful 2018 and 2019 LAMP conferences.
In his free time, Frank enjoys reading self-improvement books, golf, and supporting charitable efforts. The cause nearest and dearest to Frank’s heart is the Leukemia & Lymphoma Society, an organization he has supported since his son John survived childhood Leukemia. To help other families, Frank has spearheaded corporate fundraising for the Leukemia & Lymphoma Society's Light the Night Walk, recently recognized as one of the Top 3 Corporate Fundraising Teams on Long Island.
CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKERCHECK(http://brokercheck.finra.org)
Shari Amitrano
Vice-President
Director of Worksite Solutions
Vice-President
Director of Worksite Solutions
Tracey Bianco
Marketing Director
Marketing Director
Thomas Bishop
Firm Director of Compliance
Firm Director of Compliance
Jennifer Bird
Agency Director of Finance
Agency Director of Finance
Nick Candito
Registered Principle
Registered Principle
Bing Cheng
Vice President
Vice President
Michael Christy
Technology Specialist
Technology Specialist
Tom D'Elia
Managing Sales Director
Managing Sales Director
Lori Epstein, JD*
Agency Director of Advanced Planning
Agency Director of Advanced Planning
George Fayezishk
Vice President
Vice President
Suzanne Napolitano-Goodman, JD*
Advanced Markets Director
Advanced Markets Director
Genesun Han
Assistant Operations Manager
Assistant Operations Manager
Brent Henig
Firm Manager of Compliance
Firm Manager of Compliance
Leilani LeTang, MS
Director of Strategic Initiatives
Director of Strategic Initiatives
Jacqueline McDermott
Talent Acquisition Director
Talent Acquisition Director
Rick G. Meier II
Senior Executive
Vice President
Senior Executive
Vice President
Paula Seybold
Firm Director of Operations
Firm Director of Operations
Stephen Smolizza
Senior Executive Vice President
Senior Executive Vice President