Managing Partner
DJ along with his partner, Rob Tendler, founded Lighthouse Private Wealth in 2025.
DJ specializes in wealth management for high-net-worth individuals and their families. DJ is a business executive with more than 35 years of experience managing individual high-net worth portfolios.
A 1988 graduate of the Citadel Military College in Charleston, South Carolina, DJ began his career in the financial services industry at Smith Barney and its predecessors in 1991.
In 2023 DJ obtained the The Certified Plan Fiduciary Advisor (CPFA) designation. This designation signifies a financial professional’s expertise in retirement plan management, particularly in fiduciary responsibilities, investment selection, plan governance, and risk management. It indicates a commitment to acting in the best interests of retirement plan participants and ensuring compliance with regulations.
Advanced Training & Industry Recognition
DJ obtained the Certified Investment Management Analyst (CIMA®) designation in 2002 from the Wharton School of Business. The CIMA® certification is held by a small percentage of financial consultants who undergo extensive training in order to receive it. The rigorous CIMA® certification process sharply honed his skills and expertise, allowing DJ to work even more closely with his clients to establish realistic objectives, evaluate compatible investment philosophies, and pursue the appropriate investment strategies that help meet their financial and lifestyle needs. DJ has been a member of the Investment Management Consultants Association (IMCA) since 2002. He also has passed the Series 7, 9, 10, 63 and 65 exams and is licensed to provide insurance in New Jersey, Illinois, Pennsylvania, New York and Texas.
During 2013, DJ successfully completed financial planning coursework and passed the CFP® Certification Examination, earning the certification of CERTIFIED FINANCIAL PLANNERTM. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
A Life of Service & Family
DJ’s accomplishments and niche expertise serve him well. He integrates his strong background as a financial advisor into the professional and personal relationships he has built with his clients and their families for over three decades.
An active and dedicated member of his community, DJ serves on the Board of Trustees for The First Tee of The Jersey Shore, of which he is a past president.
DJ is an avid golfer. He lives in Tinton Falls with his wife, Trish, and two daughters, Taylor and Nicole.
Address
28 Leroy Place
Red Bank, NJ 07701
Phone
732-889-8600