Our Team
Our Team
Collaborating for You
Our team approach means you benefit from the collective knowledge, insights, and strategies of our skilled professionals. At Monogram Wealth Partners, our seasoned advisors have guided clients through all market cycles, legislative and political changes, and life’s inevitable financial transitions.
Meet Your Team
Founding Partner & Director of Financial Planning
Founding Partner & Director of Investment Strategies
Partner & Financial Planner
Louis M. Rusinowitz, JD, CFP®, AIF®
Founding Partner & Director of Financial Planning
Louis M. Rusinowitz has been providing financial advice and guidance to his clients for more than 30 years. His interest in helping people address their goals and concerns comes from deeply rooted, personal experiences involving his father and his family. As a young man, Louis watched his father’s flying career end early due to medical issues, then saw his father reinvent himself as an entrepreneur operating his own flight instruction school. These experiences taught Louis the value of being an independent, business owner as well as the need for sound investment planning, comprehensive insurance protection, and integrated financial planning.
Louis concentrates his efforts in two primary areas. He works with the firm’s clients toward building an effective, easy to understand plan of action. These plans encompass such issues as cash flow management, investment planning, tax and estate planning, and controlling unintended consequences resulting from death and disability. Louis also works with employer sponsored retirement plans to help ensure employers are meeting their fiduciary responsibilities and employees are getting the help and information they need to plan for retirement.
In all his work, Louis believes that the trust needed to have a successful relationship can only be built over time and only maintained through a devotion to service, honesty, and independence. He fully understands the trust and faith clients place in our firm and welcomes the responsibility of helping people reach their financial goals.
Louis obtained his law degree from The Fordham University School of Law in New York and before that graduated from Hofstra University with an accounting degree. After working in the tax practice of one of the world’s largest accounting firms, he became a vice president in Citibank’s Private Bank. In 1997, Louis began a career as a financial advisor with AXA Advisors, LLC. He was routinely recognized by the company for his outstanding work with clients. In 2007, Louis and his partner, Maurice Acriche, affiliated their company, M1 Financial Group, LLC, with Commonwealth Financial Network®. In 2012, M1 Financial Group, LLC merged its operations and formed RCA Capital Group, LLC, the predecessor firm to Monogram Wealth Partners, LLC.
Maurice J. Acriche, AIF®
Partner & Financial Planner
Maurice began his financial career in 1984 working with investors by providing information and guidance for fixed income products: U.S. Government securities, corporate bonds, municipal bonds, and money market instruments. His prior Wall Street affiliations and experience over the past 35 years has broadened his knowledge in the areas of asset management and proprietary trading. Maurice works with clients to develop portfolios that seek to maximize investment returns for the risk level in which each client is comfortable. Maurice’s strength lies in his ability to educate clients. He is able to take seemingly complex investment and economic concepts and communicate them to clients in an easily understood manner.
Maurice is a graduate of the University of Maryland, with degrees in finance and economics. He has furthered his education at Harvard’s Institute of Advanced Markets. He holds his series 7, 63, and 66 securities regulations through Commonwealth Financial Network®. He earned his Accredited Investment Fiduciary® certification and is licensed in the area of Life, Health, and Long-Term Care Insurance.
Maurice lives in Rockville Centre, New York, with his wife, Ann. He enjoys traveling and spending time with family and friends.
Alex H. Rusinowitz, CFA®, CFP®, AIF®
Founding Partner & Director of Financial Planning
Alex works with individuals and families to help organize their finances, manage their investments, and develop a plan to reach their financial goals. Alex specializes in making complex topics easy to understand. He is passionate about financial planning and helping people make smarter financial decisions. Alex often gets involved in equity compensation questions and career decisions, working with clients from many of today’s leading technology, start up, and Fortune 500 companies. Whether it is analyzing employee stock, planning to purchase a home, or creating a plan towards retirement, Alex is committed to helping people achieve their goals.
Before joining Monogram Wealth Partners and its predecessor firm RCA Capital Group, LLC, Alex worked for J.P. Morgan Asset Management as an investment analyst. As a member of the Endowments and Foundations team, he worked with some of the world’s largest university endowment funds, private charities, and ultra-high-net-worth individuals.
Alex is a CERTIFIED FINANCIAL PLANNER® professional and he is a Chartered Financial Analyst™ charterholder. He is also an Accredited Investment Fiduciary®. He studied finance and economics at New York University Stern School of Business with a specialization in entrepreneurship.
Alex lives in New York with his wife, Sharon. He has been to almost 30 countries and loves to golf.