Client Services Manager · Operations

Cindi Mackay.

Client Services Manager at Skyview Financial Group. Two decades of executive coordination experience — including ten years as Executive Assistant to the President of a national nonprofit — and a meticulous attention to detail that shows up in every client relationship.

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The full Skyview team.

Alex R. Potenza

President · CIMA®, CDFA®

Founder of Skyview. 25 years of wealth management experience at Merrill Lynch, UBS, and Raymond James.

Alex J. Potenza

Vice President · CPWA®

Vice President & Director of Financial Planning. CPWA® credentialed for advanced HNW planning.

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