top of page
207ff727-9bc0-4dd2-aa66-6474f12a79d1.jfif
V2_colour platt (7).png
WhatsApp Image 2024-07-19 at 1.36.39 PM.jpeg

Michael Durso, CFA® 

Founding Partner, CEO/CIO

  • LinkedIn

Michael has been passionate about the financial services industry since he was young. Throughout his career, he has had the privilege of working with a diverse range of clients, including pensions, foundations, endowments, home offices, and financial advisors, as well as successful professionals and their families. His journey began in 2006 at AllianceBernstein (AB), where he supported financial advisors as a Senior Regional Consultant. In 2009, he joined BlackRock as a Vice President within the iShares ETF business. Before joining Morgan Stanley, he worked at Sky Harbor Capital Management, focusing on relationship management in the Americas. In 2016, Michael made a pivotal decision to join the Durso Wealth Management Group at Morgan Stanley. With his extensive background in asset management, he sought to bring a wealth of knowledge and expertise to the family business. His goal was to leverage his institutional background to enhance the financial well-being of their clients and create a best-in-class wealth management experience. Michael holds a BBA degree in Finance with a minor in Marketing from James Madison University, where he was also a varsity member of the track and cross-country team and part of the 2003 IC4A Men’s Cross Country Championship team. Additionally, he was a proud member of Phi Sigma Pi National Honors Fraternity. He is a CFA® charter holder and member of the New York Society of Securities Analysts (NYSSA). He serves as an advisor to the Nasdaq® Index Advisor Council and Opto Investments. His insights are frequently featured in The Wall Street Journal, Bloomberg News, Financial Advisor IQ, FA Magazine, and Yahoo Finance TV. Michael and his wife Kelly reside in Little Silver, NJ, with their two wonderful children, Dylan and Emilia. They love traveling and have explored every continent except Antarctica, which remains on their bucket list.

V2_colour platt (6).png
IMG_0714.HEIC

Michael Lombardi, CFP®

Founding Partner, Chief Planning Officer

  • LinkedIn

Mike, a co-founder of ShoreHaven Wealth Partners, began his career as a financial advisor at Wachovia Securities in 2006, shortly after earning his B.S. in Finance from the College of New Jersey. While at Wachovia Securities, Mike discovered a passion for financial planning and worked closely with clients to create personalized financial plans, helping them envision a better financial life. To further enhance his expertise in financial planning, Mike pursued the Certified Financial Planning program at Boston University. In January 2013, he successfully fulfilled the rigorous requirements of the CFP® certification, which is widely recognized as the standard of excellence for personal financial planning. Prior to co-founding Shorehaven Wealth Partners, Mike honed his skills in the Durso Wealth Management Group at Morgan Stanley, where he worked alongside Lawrence Durso since 2012. On a personal note, Mike and his wife, Denise, reside in Little Silver, NJ, where they raise their two sons, Nicholas and Nolan. Away from the office, Mike enjoys volunteering as a coach for his children’s sports teams, is actively involved in his alma mater - Christian Brothers Academy, and playing golf.

V2_colour platt (5).png
sheryl.PNG

Sheryl Iannuzzelli

Director of Relationship Management, Chief Compliance Officer

  • LinkedIn

Sheryl leads operations and client service at ShoreHaven Wealth Partners, bringing over three decades of financial industry experience to her role. Her expertise lies in understanding clients' individual needs and providing the care and communication necessary to ensure their financial goals are met. Sheryl is passionate about delivering white glove service by working closely with families and nurturing their unique circumstances. She also serves as Chief Compliance Officer, overseeing all regulatory requirements and ensuring the firm adheres to industry standards. Sheryl began her career in financial services in 1993 at Prudential Securities, initially serving as a Branch Administrative Assistant. By 1995, she transitioned to the role of Client Service Associate to Larry Durso and has been a dedicated member of his team ever since. Prior to joining Shorehaven, she was an associate of the Durso Wealth Management Group at Morgan Stanley. Her extensive experience and unwavering commitment have played a pivotal role in the growth and success of Shorehaven. Sheryl earned her degree in Communication with a minor in Psychology from Seton Hall University. She lives in Holmdel, New Jersey, with her husband, Dan, and two sons, Hunter and Trevor. In her spare time, she enjoys walking in the park, relaxing at the beach, and spending quality time with her family.

V2_colour platt (4).png
WhatsApp Image 2024-07-09 at 11.31.32 AM.jpeg

Nikhil (Nik) Agharkar, Esq.

Wealth Advisor 

  • LinkedIn

For the better part of twenty years, Nikhil (Nik) Agharkar, Esq. has been helping his clients achieve their legal and estate goals and realize their personalized outcomes. Nik joined ShoreHaven in 2024 as a Wealth Advisor, responsible for designing, developing, and executing custom-tailored financial plans for his clients. After graduating from Carnegie Mellon University in 2003 with dual degrees in Economics and Ethics, History, & Public Policy, Nik’s commitment to service led him to law school. He obtained his licenses to practice law in California (2006), New York (2008), and New Jersey (2010). Nik began his legal career by assisting everyday Americans and retirees in navigating the complex Social Security system before moving on to work for the Social Security Administration to effect policy changes. Over the course of his career, he has advised governments, business owners, built and sold a law practice, and litigated disputes before various courts and tribunals, all with a focus on achieving the best result for his clients. He brings a wealth of knowledge in tax, estate, and legacy planning and approaches planning as a fiduciary, always prioritizing his clients' needs and wants. Nik makes his home in Bergen County, New Jersey, with his wife Laura, their two children, and two dogs. In his limited free time, Nik enjoys watching his daughter compete in gymnastics tournaments, playing golf with his wife, and traveling.

V2_colour platt (3).png
WhatsApp Image 2024-07-19 at 1.36.13 PM.jpeg

John Lyons IV, CFP®

Wealth Planner

  • LinkedIn

As a Wealth Planner at ShoreHaven Wealth Partners, John leverages his expertise to cultivate new business opportunities, develop and implement comprehensive financial plans, conduct investment research and analysis, and manage client retirement plans, including 401(k)s and 403(b)s. John began his career in 2013, working in operations at Barclays and HedgeServ. In 2014, he transitioned to BlackRock, joining their Advisor Services Desk to provide consultancy services to financial advisors nationwide. His proficiency led to a promotion in 2015 to the Internal Sales Desk, where he specialized in supporting financial advisors in the Midwest with investment insights and risk management strategies. In 2020, John achieved the esteemed Certified Financial Planner™ (CFP®) designation, underscoring his dedication to professional excellence and ethical standards. In 2023, he was appointed to the Dean’s Advisory Board for the Kania School of Management at the University of Scranton. John holds a bachelor’s degree in Finance from both the University of Scranton and the University of Manchester, U.K. During his time at the University of Scranton, he was an active member of the men’s ice hockey program. He is also an alumnus of Red Bank Catholic High School. John and his wife, Katie, reside in Middletown, NJ, with their children, Lucas and Avery. They enjoy spending summers at Long Beach Island, NJ. John’s leisure activities include traveling, snowboarding, and playing hockey.

V2_colour platt (8).png
WhatsApp Image 2024-07-19 at 1.37.20 PM.jpeg

Larry Durso

Founding Partner & Chairman

  • LinkedIn

Since 1978, Lawrence Durso has been in the financial services industry. He has primarily focused on creating solutions for unique problems typically associated with high net worth clients and their families. He holds a bachelor’s degree (summa cum laude) from St. John’s University and a master’s degree from Columbia University. He has appeared in “As Seen In…” in Bloomberg Businessweek, Fortune, and Money magazines. He has been quoted in trade publications such as Registered Representative and was featured in the Prudential Financial National Seasoned Broker ad campaign. Larry founded Shorehaven Wealth Partners in 2020 with his son Michael and Michael Lombardi. Most recently, he led the Durso Wealth Management Group at Morgan Stanley, where he was a Managing Director-Wealth Management. Away from the office, Larry is active in several charitable organizations, including St. John’s University (past President of the SJU Staten Island Alumni Association and past Vice Chairman of the SJU Alumni Federation). Larry and his wife Pat have also established a Durso-Facciponte Family Scholarship fund for St. John students that want to study abroad on the SJU Rome campus. He has also served as past Chairman of the Board of Directors for the Lt. Dennis W. Zilinski II Memorial Fund. He is currently a member of the Algonquin Arts Theatre Board of Trustees. He actively supports the St. Jude Foundation, Society For the Prevention of Teen Suicide and many other local charities . Larry resides in Shrewsbury, NJ with his wife Pat .

bottom of page