Support Staff

Support Staff

Rachel Puleo

Client Relationship Manager

Office-203-439-0732 ext. 224  Direct Line-203-533-4835

Rachel is the Client Relationship Manager for Marc Lennon. Rachel graduated from Central Connecticut State University in the spring of 2012 with a bachelor’s degree in business management. She previously worked at a plumbing manufacturing company in Newington in the purchasing and logistics department.

Rachel and her husband, Michael, were married in 2015 and reside in Southington. In her free time, she enjoys staying fit and active. Some of her favorite activities are rollerblading and going to the gym. She also enjoys organizing, interior decorating, and spending as much time as she can with her family.

Julia Milewski

Client Relationship Manager

Office-203-421-2121 ext. 300   Direct Line-203-490-2122

Julia is the Client Relationship Manager for Mark Egidio. After joining the team in May 2018 as an administrative assistant, she has evolved to a key member of Mark's team. She graduated from Southern Connecticut State University in 2011 with a bachelor’s degree in psychology and has previously worked in the social work field as well as in human resources.

Julia lives in Wallingford and enjoys spending time with her family and friends. She is also an avid reader, has a fond passion for music, and is a keen advocate for the mental health community. 

Nicole Grillo

Client Service Associate

Nicole is a Client Service Associate for Marc Lennon. She graduated from Western Connecticut State University in 2018 with a bachelor’s degree in English literature and a minor in journalism. Nicole has strong organizational and interpersonal skills and a background in customer service. 

Nicole resides in Watertown. She enjoys reading, hiking, going to the beach, and, most of all, spending time with family and friends.

Meg MacGregor

Client Service Associate

Meg is a Client Service Associate to Mark Egidio. She graduated from the University of Rhode Island with a bachelor of science degree and has been working in the finance industry for over 25 years.

Meg resides in Madison with her husband, Scott, and enjoys running races, hiking, traveling, and spending time with family and friends.  

 

 

   

Sally Novak Janin

Client Service Associate

Office-203-439-0732 ext. 269    Direct Line-203-580-8670

Sally is an administrative assistant to John Grosso. She has a BA in Slavic studies from Boston College and a JD from The George Washington University. She stopped practicing law many years ago to spend more time with her family. She enjoys reading, writing about what she’s read, and playing golf.

She lives in Middlebury with her two children, seven geckos, and more books than she actually has room for.

Joanne Daley

Director of Communications

Office-203-439-0732 ext. 230  Direct Line-203-533-4968

Joanne is responsible for all marketing and public relations activities, as well as client appreciation events, community events, and workshops. She maintains all of the marketing materials, websites, sponsorships, and advertising for the firm.  

Joanne attended Southern Connecticut State University and obtained a degree in psychology.

Joanne lives in Watertown with her husband, Tom, and their three daughters: Alex, Brianna, and Erika. She loves spending time with her family and friends and enjoys cooking, gardening, and walking her precious Cavalier King Charles (Bailey).

Hyla Costello

Client Service Associate

Hyla joined the team in May of 2022 as Client Service Associate for Mark Egidio and the firm’s Wealth Advisor team. She graduated from Western Connecticut State University in 2018 with a bachelor’s degree in psychology. Hyla has previously worked in the Southington Elementary School System. Her experience has helped shape her into a positive, patient and empathetic individual. She strives to help others however she can.

 

Hyla lives in Southington and enjoys spending as much time as she can with family and friends. In her spare time, she enjoys reading, hiking and all things outdoors.

 

 

Stephanie Sorice

Client Service Associate

Stephanie joined the team in May of 2022 as Client Service Associate for Mark Egidio and the firm’s Wealth Advisor team. She graduated from Southern Connecticut State University with a Master’s degree in Special Education. Over the last four years, Stephanie has worked as a public school teacher and is excited to apply her skills and compassionate nature with the clients.

 

Stephanie lives in Hamden with her fiancé Joseph and dog Harley. She enjoys spending time outdoors, at the beach and visiting family on Long Island.