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.

Your Trusted Partner

John B. Araneo, CIMA®, CPWA®

CEO & Founder

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

Managing Partner

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.

Elisa Ricci

Senior Wealth Associate

Elisa Ricci is Registered Senior Wealth Associate at Crescent Harbor Private Wealth.

Elisa joins Crescent Harbor Private Wealth after 4 years of working as a Financial Advisor at Principal Financial Group where she assisted clients with individual portfolios and retirement accounts. She holds a Series 7 and New York State investment licenses, including Life and Health.

Elisa earned an MBA in Investment Management from The Lubin School of Business at Pace University and a Bachelor of Science in Finance from Sacred Heart University.

Elisa resides in Manhattan and when she is not working she enjoys spending time with her family, sporting events and exploring the city she lives in.

Carmela Brocco

COO/Office Manager

Carmela’s professional journey began at Donaldson, Lufkin & Jenrette/Credit Suisse First Boston investment bank, where, over eight years, she distinguished herself as a research specialist, contributing significantly to strategic planning, business development, and project management. Following that, she brought her expertise to World Wide Capital, assuming roles and controller and trader. In this capacity, she adeptly managed trades, led a team of over 40 traders and enjoyed a successful decade-long career.

Now, joining Crescent Harbor Private Wealth, Carmela brings ambition and a commitment to furthering the company’s growth and potential.

Residing in Roslyn, NY, Carmela cherishes time outside work by creating precious memories with her family. She shares her life with her husband, Michael, their two children, Michael and Vienna, and two canine companions.