Your wealth is personal. Your relationship should be too. That is why we commit a dedicated and experienced team with a high advisor-to-client ratio – allowing us to truly know you, serve you, and ensure an open, honest, and enjoyable experience every step of the way.
We leverage decades of collective experience to understand your unique challenges, create a customized plan, and align open architecture solutions and services to protect and grow your family wealth for today and future generations.
John Araneo is CEO & Founder of Crescent Harbor Private Wealth.
He has 25 years of experience as a financial advisor helping high-net-worth clients on portfolio construction, tax and estate planning strategies, executive stock option management, business valuation and philanthropic planning to minimize taxes, monetize and preserve assets, maximize growth, and transfer wealth.
John’s passion has always been to provide guidance and counsel to his clients to help them successfully navigate all aspects of financial life. In order to serve his clients in the best way possible, John has made it a mission to remain educated and knowledgeable in all aspects of the financial field.
He holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations. Both designations are certified by the Investments & Wealth Institute™, and were administered by the Haas School of Business at the University of California and the Booth School at the University of Chicago, respectively.
John graduated from Boston College in 1998, where he received a Bachelor of Science degree in Finance. He started his career at Merrill Lynch in Wayne, NJ after graduation. He resides in Jersey City with his wife, Jennifer, and their three children, Gianluca, Leila, Johanna. John is a member of Bayonne Golf Club, as well as a member and board member of Tiro a Segno, the oldest Italian American club in the United States where he is able to honor his Italian-American roots. He is also passionate about giving back to the community. He currently serves on the board of Eva’s Village, and is extremely active in helping the organization raise money to expand programs, and continue the fight against addiction.
Jason Greenfield is Managing Partner at Crescent Harbor Private Wealth.
Jason began his career in 2019 as a Financial Advisor at Merrill Lynch in Denver, CO. He started as a sole proprietor and pivoted during the pandemic to assist a number of established Merrill teams in the Denver area grow their business and service clients. In April 2021, Jason returned to his home state of New York to continue to grow his circle of clients with Merrill.
Prior to Merrill, Jason spent ten years in hospitality where he cultivated a passion for service and deep belief in the importance of creating an enjoyable experience for clients.
Jason embodies the principles taught to him over the years by his uncle and mentor, David Komansky, former CEO of Merrill Lynch. Mr. Komansky was instrumental in building Merrill Lynch’s principled and client-driven culture — better known at Mother Merrill — and his teachings continue to inspire Jason and the team at Crescent Harbor.
Jason is a graduate of the University of Miami. He resides in Manhattan with his German Shepherd named Thatcher. When he is not working, Jason enjoys spending time with his family, traveling upstate to hike and is a lifelong Yankees fan.
Lisa is a Partner, Director of Financial Planning, and Senior Wealth Advisor at Crescent Harbor Private Wealth.
Lisa uses her financial planning expertise to help her clients find clarity and comfort in their financial decisions. Lisa’s energy, unbridled determination and communication give her clients the confidence they need to succeed and empowers them to make great financial decisions.
Lisa is a Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA). She began her career at Ernst & Young, and then after taking some time to raise her three children, she returned to the financial industry where she has been for the past 10 years, focusing on comprehensive and individualized financial planning.
Lisa received her Bachelor of Science from the University of Vermont and her MBA from Rutgers University. She is an active member of the Financial Planning Association of NJ and in her free time she enjoys cooking, skiing, and spending time at the gym.
With four decades of experience in wealth management, Angel Tineo combines institutional rigor with deep personal service to help entrepreneurial families and professionals build, protect, and transfer wealth across generations.
Since 1985, Angel has guided business owners (especially in technology and specialty food), physicians expanding or transitioning their practices, real estate investors, and multi-generational families throughout the New York metropolitan area. His clients value his rare blend of Wall Street sophistication and Main Street authenticity.
Trained originally as an architect (B.Arch, Pratt Institute), Angel approaches every financial plan the way an architect designs a legacy building: a strong foundation first, thoughtful long-term structure, and beauty in the details that matter to the people who will live in it. He specializes in:
Diversifying concentrated stock positions and equity compensation
Succession planning and practice transitions for physicians and entrepreneurs
Tax-efficient wealth transfer and estate planning strategies (working closely with your CPA and attorney)
Balance-sheet optimization (assets and liabilities)
Access to residential, securities-based, and structured lending solutions
A hands-on advisor who truly listens, Angel is fluent in the language of business owners and speaks both English and Spanish with ease. He is particularly fulfilled walking alongside clients through life’s biggest transitions: retirement, loss of a spouse, divorce, career changes, or the sale of a business they poured their life into.
Credentials & Recognition
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Life Underwriter® (CLU®)
Certified Plan Fiduciary Advisor® (CPFA®)
More than 30 years in financial services, including 9 years serving ultra-high-net-worth clients at two of Europe’s largest private banks
Former Merrill Lynch advisor (2016–2025), now with Sanctuary Wealth partner firm Crescent Harbor Private Wealth
Outside the office, Angel is a lifelong student and former senior teacher of Aikido (Ushideshi and original member of New York Aikikai), where he spent over 30 years imparting discipline, presence, and calm under pressure, qualities he brings to every client relationship. He and his wife Anna (from Barcelona) split their free time between Manhattan, Spain’s most beautiful cities, and adventures with their Maltipoo, Chloe.
Contact 212-540-4114 30 Montgomery St, Suite 970 Jersey City, NJ 07302
Whether you’re preparing for a liquidity event, planning the next chapter after selling a practice, or simply want a thoughtful partner who will treat your wealth like it’s his own, Angel looks forward to starting the conversation.
Let’s build something that lasts.
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