Meet the Team
Tritium offers expert guidance that helps you navigate complex tax laws and finance regulations to secure your wealth over the long term. It’s all thanks to our talented, dedicated, and experienced leaders, strategists, project managers, and advisors. Our team has built and maintained mutually beneficial relationships with leading financial institutions, and always puts our clients’ interests first.
Quentin C. Sturm, J.D., CPAFounding Partner
Quentin is a J.D., C.P.A. and a Managing Member at Tritium who specializes in business succession and wealth planning. He is formerly a National Director of the estate planning practice of Coopers & Lybrand in Philadelphia and also has extensive experience in the investment banking field where he has structured financial transactions and developed business succession strategies for middle market companies. Quentin is a graduate of the University of Notre Dame and Villanova University School of Law. He is a frequent speaker at national and regional forums and has authored numerous articles and books.
Robert J. Bagonis, Jr.Founding Partner
Robert co-founded Tritium Private Wealth Strategies, LLC in 2014 to specialize in quantitative analysis and financial modeling for families and private businesses. His core focus is engineering financial solutions for estate, business succession/exit, investment, and insurance needs. Robert has partnered with financial advisors, banks, insurance companies, NAIFA, and other institutions nationwide to share knowledge of current topics and techniques for financial security in an ever-changing economic environment. He holds licenses and certifications for investments and insurance and received a Bachelor of Science in Business from Pennsylvania State University. Prior to Tritium, Robert managed the Wealth Advisory Group at New England Financial’s leading firm, overseeing the implementation of planning strategies for hundreds of families and private business owners.
William G. Sturm, CPACFO READ BIO
William G. Sturm, CPACFO
William is a licensed Certified Public Accountant and serves as Chief Financial Officer at Tritium Private Wealth Strategies. He has over 25 years of experience in guiding companies in achieving extensive growth, operational efficiencies, and profitability. His expertise in organization, strategic planning and banking relationships are integral in facilitating the successful implementation of various wealth strategies, most especially Tritium’s Premium Finance Program.
Aaron HughesManaging Member
Aaron has more than a decade of experience working with families and businesses on their financial planning. He has expertise in tax, estate, and insurance planning, and helps design and implement services for his clients while maintaining a growing network of partners. He enjoys seeing the evolution of a client’s plan and helping families, individuals, and companies build and protect their legacy. Aaron is a graduate of Villanova University with a degree in Finance and Management. Outside of the office, he enjoys spending time with his family at the beach and following Philadelphia sports.
Lawrence GincelSenior Partner
Larry is Tritum’s Managing Director. He has over 20 years of experience in the financial services industry and advises clients on complex financial issues, helping them achieve their long-term goals with expert guidance regarding estate and tax planning, business succession planning, risk management, charitable planning, and wealth management. Larry received his bachelor’s degree in Finance from the University of Maryland, his Juris Doctor and Master of Laws in Taxation from the Temple University Beasley School of Law, and holds licenses in investments and insurance.
Samuel J. SchiffSenior Partner
Samuel has been part of the financial services industry since 2009 and has expertise and years of experience in estate planning, business structure and succession, tax mitigation, asset protection, risk management and efficient wealth transfer. He holds licenses and certifications for insurance and investments and received a bachelor’s degree in Finance from the School of Business at Long Island University. Prior to joining Tritium, Samuel owned and operated several successful companies in the children’s apparel business. He, his wife, and their three children, reside in Port Washington, New York.
Lasitha GunasingheAffiliate Partner READ BIO
Lasitha GunasingheAffiliate Partner
Lasitha is a wealth management financial services advisor and a Partner of Emerald Financial Resources in the Greater New York City area. He has had the privilege of working with some of the most sophisticated and well-regarded organizations and clients in the world and is proud to lead a team of over twenty-five skilled professionals. Lasitha prides himself on a deep commitment to helping his clients succeed in pursuing their goals across a broad range of financial planning and wealth management needs. He is an open communicator that ensures every client clearly understands their situation and has an actionable plan, and he embraces a holistic planning process that supports business owners, executives and high net worth families with comprehensive financial planning, investment management, portfolio design, business succession planning, estate planning, retirement income, and insurance design. Lasitha also works on employee welfare and executive benefit planning for large, small and mid-size businesses.
Shawn ThomasSenior Project Manager READ BIO
Shawn ThomasSenior Project Manager
Shawn is a Senior Planning Strategist for Tritium. He has over a decade of experience in the finance industry, starting in the business retirement plan space, and over eight years of experience in advanced planning for families and life insurance plan design. His particular focus is on modeling premium financing design, client/advisor interactions, and lender relationships. Shawn graduated from West Chester University with a degree in accounting and finance, grew up in Bucks County, and lives in Conshohocken. He enjoys playing golf and ice hockey, hiking, traveling, spending time with his family, and planning his annual Big R golf outing in support of his younger brother Ryan “Big R” and Mitochondrial Disease Awareness.
Peter KeltzSenior Project Manager READ BIO
Peter KeltzSenior Project Manager
Peter is a Senior Project Manager at Tritium Private Wealth Strategies. His focus is on building and maintaining relationships with lending institutions to ensure favorable terms for Tritum’s clients. In addition, he is responsible for enhancing operational efficiencies to shorten case duration. He built and deployed Tritium’s advanced CRM system to support our operational goals and personalize the client experience. When out of the office, Peter enjoys spending time with his family, his Australian Shepherd, and skiing in the winter.
Kelly GraySenior Manager of Account Services READ BIO
Kelly GraySenior Manager of Account Services
Kelly is the Senior Manager of Account Services at Tritium Private Wealth Strategies. Kelly works in cultivating solid relationships with clients and agents through the provision of exceptional after-sales service. This includes regularly interacting with clients and agents through telephone calls, email communications, or face-to-face meetings. Kelly is a graduate of Ursinus College and has worked in the insurance industry since 2007.
Lisa TruittSenior Financial Strategist READ BIO
Lisa TruittSenior Financial Strategist
Lisa is Tritium’s Senior Financial Strategist. She specializes in quantitative analysis, financial modeling, and integrated insurance design. She manages the New Business / Design Team and focuses primarily on life insurance analysis, premium financing plans for individuals for estate planning purposes (or for companies/employees for deferred compensation), and employee plans. Lisa graduated from St. Joseph’s University in 2005 with a Bachelor’s Degree in Business Administration. She has 17 years experience in this industry. Prior to joining Tritium in 2016, Lisa worked within the Wealth Advisory Department at Citizens Financial Group and as a Wealth Transfer Technical Analyst for Rose Glen Advisors.
Maggie SchmidtNew Business READ BIO
Maggie SchmidtNew Business
Before becoming Head of New Business for Tritium, Maggie began her career requesting medical records for a life and annuity broker’s firm while still in high school. She then became the firm’s lead case manager and medical records supervisor. She left the firm after 12 years and veered towards the wealth management and estate planning side of insurance where she continued to grow her experience and ultimately lead her to Tritium. Maggie specializes in getting-the-job-done and can assist you with any case needs. She is also pursuing her certification with the Academy of Life Underwriting. Outside the office, Maggie is a mom of three and enjoys cooking and hiking.
Jacob FaustFinancial Strategist READ BIO
Jacob FaustFinancial Strategist
Jake is a Tritium Financial Strategist and a graduate of Lancaster Bible College with a Bachelors in Business Administration. He formerly worked as a Financial Services Representative for MassMutual. Jake is also an avid volleyball player. He played for his college team and has since transitioned to playing grass doubles at the semi-professional level. He is also the head coach of Drexel University’s Women’s Volleyball team as well as a 17U club team at Synergy Volleyball Club in King of Prussia.
Miles Hall, Jr.Professional Athlete Relationship Manager READ BIO
Miles Hall, Jr.Professional Athlete Relationship Manager
Zacharie LevineManaging Director
Zach Levine is a Managing Director at Tritium Private Wealth Strategies, LLC. In his position, he offers comprehensive case design as well as technical, marketing, and educational support on various topics ranging from estate and charitable planning to business succession planning and selective employee benefits.
Zach possesses a law degree (J.D.), with honors, from the University of Miami – School of law, a Bachelor of Business Administration in Management and Legal Studies from the University of Miami, and several years of related experience as a trusted legal resource in the financial services industry.
Outside of the office he enjoys playing golf, hockey and spending time with his family