Get to know us and see if you find us a good fit

Meet our
Extraordinary Team


With Journey, you get the experience and resources of a large institution while still receiving intimate engagement from a small team.

We're a boutique advisory firm, and that's by design. We give each client individual attention that is well-researched and actually impacts your life for the better. Everyone you’ll interact with at Journey is someone who lives by our core values: honesty, communication, and family.

Big-Firm Service
Small-Firm Feel 

Our team will know you by name and do so much more than manage your investments. When you need to make a decision about money or life gets in the way of your plan, you can talk to us.

Our Team at Journey Strategic Wealth

Mark began his career in the financial services industry in 2005 and heads the Investment enterprise of Journey Strategic Wealth. Previously, Mark was the Chief Investment Officer of a Multi-Family Office catering to cross border entrepreneurs. In his previous role, he headed the Investment Committee of the firm, managed multiple Special Purpose Vehicles and was tasked with providing market commentary and client communications.

He has also worked in many capacities over the last 16 years- Investment, Advisory and Consultant including firms like Moody’s, TIAA and Schwab. He earned his BA in Economics from the University of Maryland and received an MBA in Finance from Seton Hall University. He currently holds the Chartered Financial Analyst® designation and is an active member of the CFA Society of New York. Mark lives in New Jersey with his wife Wendy and his sons Drew and Mason.

2019 CFA NY Multi-Family Office Panellist

DIRECTOR OF INVESTMENTS

Jason recently joined Journey Strategic Wealth as the Director of Portfolio and Wealth Advisory. With over 16 years of experience, Jason brings a great deal of executive experience to his role.

Previously, Jason was the COO of an Institutional Broker-Dealer and also served as the Director of Investments with a Registered Investment Advisor. In these past roles, he led the Investment Committee, conducted manager research, and managed the portfolios of Ultra High Net worth individuals.

Having earned his BS in Finance from the University of Delaware, he holds the Chartered Financial Analyst® designation and is an active member of the CFA Society of New York. Jason lives in New Jersey with his wife Caroline and his daughter Ava Marie.

DIRECTOR OF PORTFOLIO AND WEALTH ADVISORY

Amanda began her career in the financial services industry at Northwestern Mutual in the Philadelphia network office where she wore many hats, most notably Assistant Director of the Financial Planning Department. She also has experience in the RIA space, most recently working in a client service and operations role at Bell Rock Capital in Rehoboth Beach, DE.

Amanda is excellent at providing operational and client support for advisors and is passionate about investment operations. She is also currently pursuing a planning designation.

Amanda grew up in Binghamton, NY and holds a B.S. in Economics from The University of Scranton.

Currently residing in Southern Delaware, she enjoys spending time at the beach and hanging out with her pup, Mae.

INVESTMENT OPERATIONS MANAGER

Karen has a diverse financial services career, with exposure to retail brokerage, benefits and investment solutions, trade support and portfolio administration. She takes a business analyst approach to financial operations with the end goal of elevating the client experience. She has spent the latter part of her career as an Assistant Vice President with a large RIA working in overlay management optimizing trading and operations workflow for separately and unified managed accounts.

Karen excels at identifying barriers to success and scalable solutions. She holds a B.A. in Psychology from Trinity College and M.A. in Counseling Psychology from Fairleigh Dickinson University and would like to apply her education in this industry in the realm of behavioral economics.

After graduating from Gwynedd Mercy University in 2019 with a degree in Finance, Ryan started his career in the Financial Services industry with Northwestern Mutual. While at NM he held multiple positions, most recently as an AFR to a top-producing firm within the Philadelphia Agency. His focus was based on investment operations with a mix of Insurance and planning.

Ryan is pursuing his MBA with a focus in Financial Management from The Fox School of Business at Temple University. He enjoys coaching Lacrosse, going to the beach, and snowboarding during the wintertime.

OPERATIONS ASSOCIATE

Cody began his career with Fidelity Investments out of college as a full-service Financial Representative. Most recently before joining Journey, Cody worked with Osaic as a trader on the equity and options desk.

Cody is a proud Rutgers University Alumni. He holds a B.A. in Economics and a minor in Computer Science. You will find him at Rutgers football games in the fall and skiing in the winter.

Meet our Extraordinary Team

Get to know us and see if you find us a good fit

Our Team at Journey Strategic Wealth

MARK LEBIDA, CFA®

DIRECTOR OF INVESTMENTS

JASON SANGEKAR, CFA®

DIRECTOR OF PORTFOLIO AND WEALTH ADVISORY

AMANDA PASQUALE

INVESTMENT OPERATIONS MANAGER

KAREN SAMUELS

INVESTMENT OPERATIONS MANAGER

RYAN SIMPSON

OPERATIONS ASSOCIATE

CODY CAPOBIANCO

INVESTMENT ANALYST

Big-Firm Service Small-Firm Feel