Our Associates

 

Kristen Domiano

Client Services

Phone: 631-979-6000 
Fax: 631-979-6023 
E-mail: 

 

Kristen has worked in the financial industry since 2001.  Kristen joined Branch Financial Services, Inc. in early 2015 as a Registered Service Associate, and has never looked back.  Her many years of experience working alongside successful financial advisors with high-net-worth clients made her a perfect fit at Branch Financial Services, Inc., where is in total control of the back office of this very prominent Registered Investment Advisor.  She maintains a calm demeanor before and after regular office hours and no matter the workload, she exudes professionalism and cheerfulness.  For these reasons, she is often complimented by our clients and her fellow colleagues.  Kristen manages her position by successfully balancing the needs of clients with our firm's policies and procedures.

Throughout Kristen’s over 20-year career, she has experience in clearing restricted securities, initial public offerings, and has assisted in servicing many institutional and retail clients including foreign, corporate, trust, and retirement plans, to name a few. Kristen is responsible for executing client requests for transactions such as placing trades, transferring money, coordinating rollover requirements, conducting research, accepting and delivering securities, verifying trade information, these are just a small sample of her duties. 

Kristen holds series 7 and series 63 securities registrations.

Kristen and her husband, Michael, reside in Miller Place with their daughters.  Kristen has volunteered for the American Heart Association and avidly supports local causes like Big Brothers and Big Sisters of Long Island as well as the Cystic Fibrosis Foundation.  Kristen also teaches religious education in her community.

When not at work, her favorite pastimes include boating, tennis, and spending time with her family and the New York Mets.

 

Stephanie Gress

Client Services

Phone: 631-979-6000 
Fax: 631-979-6023 
E-mail: 

Stephanie joined Branch Financial Services, Inc. in early 2020 as a Service Associate. She recently returned to the financial industry to re-join Harlan's practice after a successful career as a museum curator and grant writer. Stephanie was Harlan's first full-time associate in the early days of his financial practice, so this is a joyful homecoming for her.

She is not only happy to return to Branch Financial Services, Inc. but to the exciting world of finance. Stephanie truly enjoys every aspect of working to help our clients achieve success and welcomes the challenges that come with her position.

Stephanie earned a bachelor's degree cum laude from the State University of New York at Stony Brook where she also received the departmental “Award for Academic Excellence” and a Stony Brook Foundation Scholarship. Stephanie went on to earn her master's degree at Stony Brook as well.

Stephanie and her husband Michael reside in Nissequogue. Stephanie was a prior member of the Head of the Harbor Village Planning Board . She has also served as a board member for Gallery North in Setauket since 2015. Stephanie and Michael are supporters of many local arts organizations including Gallery North and the Museums at Stony Brook.

Stephanie's passion for the arts and history is inspired by her surroundings as a life-long resident of historic Saint James, New York. Stephanie became the published author of a local history book with her June 2015 publication for Arcadia Press: “Eagle's Nest: The William K. Vanderbilt II Estate.”