OUR STORY

Corbett Road was founded in 2002 on the premise that the traditional approach to investing isn’t always the best approach to investing. There are multiple statistics and figures that support several investment styles, but the problem with many of these approaches is that they don’t account for the human element. They don’t account for YOU.

We believe that success and attainment of true wealth aren’t solely determined by whether or not you outperformed the market, your neighbor, or your colleague on a particular day. It’s not determined by your experience in the market, be it positive or negative. Most of the time, it is the culmination of several decisions that you make that have been guided by your attitudes, habits, and natural tendencies. Simply put, it is not numbers (financials) that inhibit one’s success, but their human nature.

We pride ourselves on our discovery process, comprehensive financial planning, a proprietary approach to tactical investment management, and a high level of client service. We appreciate the uniqueness of each of our clients and the relationships that result from partnering with them.

PEOPLE LIKE YOU

We serve clients across the United States and others that have moved abroad. From our main office in the Washington, D.C. area to our office in Los Angeles, CA, we are committed to creating tailored solutions and financial plans for our clients and specialize in serving the ‘working wealthy’.

As a client of ours, you prioritize both the growth and the preservation of the wealth you have accumulated. You have reached a point in your life that you want a comprehensive approach to your finances and someone to help discuss with, strategize for, and/or guide you through your future needs, desires, and milestones. Our goal is to help you achieve those milestones, enjoy the fruits of your efforts, and assist the next generation in building a future of their own.

We appreciate the opportunity to partner with you and your family.

MEET OUR TEAM

The Corbett Road Team is made up of a diverse group of the best and brightest in the industry. Their number one goal is to help their clients achieve their goals.

C. Scott Airey

President

Scott is the founder and President of Corbett Road and...

Jeffrey McCoy

Managing Partner & Wealth Director

Jeff is a Managing Partner at Corbett Road and a...

Matthew Gaffey

Managing Partner & Wealth Director

Matthew is a Managing Partner at Corbett Road and a...

Maureen Pitts

Managing Partner & Director of Client Services

Maureen is a Managing Partner of Corbett Road and oversees...

Rush Zarrabian

Managing Partner & Portfolio Manager

Rush is a Managing Partner of Corbett Road and directs...

Carmen Dello Iacono

Research Analyst

Carmen works in Corbett Road’s Investment Management Division where he...

Liliana N. Molina

Wealth Director

Lili provides her clients with the support they need to...

Alexi Sacco

Sr. Wealth Manager

Alexi provides clients with a holistic view of their financial...

C. Scott Airey

Position: President
Designations: CFP®, MBA, AWMA℠

Scott is the founder and President of Corbett Road and is a member of the Corbett Road Investment Committee. Prior to founding Corbett Road, Scott was a Branch Manager at Charles Schwab and began his financial services career at Legg Mason Wood Walker. Scott earned his BS in Consumer Economics from the University of Delaware and MBA from the University of Baltimore. He is a Certified Financial Planner™, Accredited Wealth Management AdvisorSM, and holds FINRA Series 7, 9, 10, 63, and 65 licenses and Life, Health, and Variable Annuity Insurance licenses.

Jeffrey McCoy

Position: Managing Partner & Wealth Director
Designations: AAMS®, CFF

Jeff is a Managing Partner at Corbett Road and a member of the Corbett Road Investment Committee. Prior to joining Corbett Road, Jeff spent 17 years as a VP/Branch Manager at Charles Schwab, overseeing several branch locations in Maryland and Virginia. Jeff spent his early years in the industry with T. Rowe Price Associates and Legg Mason Wood Walker. Jeff has a Bachelor of Science in Consumer Economics from the University of Delaware and holds FINRA Series 7, 9, 10, 63, and 65 licenses. He has also earned the Accredited Asset Management Specialist, Certified Financial Fiduciary® designations, and completed the Certified Investment Management Analyst Executive Education Program through the University of Chicago Booth School of Business.

Matthew Gaffey

Position: Managing Partner & Wealth Director
Designations: CFP®, ChFC®, BFA™, CFF

Matthew is a Managing Partner at Corbett Road and a member of the Corbett Road Investment Committee. He offers clients years of financial services, retirement planning, and wealth management experience. Prior to joining Corbett Road, Matthew worked for Fidelity Investments and was a President’s Circle Award Winner. He has a Bachelor of Science from Virginia Tech and has earned the Certified Financial Planner, Chartered Financial Consultant®, Behavioral Financial Advisor™, and Certified Financial Fiduciary® designations. He also holds FINRA Series 7 and 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses. Matthew is a member of the Financial Planning Association and Virginia Tech Alumni Association.

Maureen Pitts

Position: Managing Partner & Director of Client Services
Designations: AAMS®, CFF

Maureen is a Managing Partner of Corbett Road and oversees client relations and general administration for the team. Maureen previously worked as an account services supervisor at ADVISORport Inc., a financial services provider. She has years of experience work in the financial services industry providing excellent customer service to large enterprise sponsors, RIAs, and money managers. Maureen earned a Bachelor of Science in Business Administration from Cabrini College and holds FINRA Series 7, as well as Life, Health, and Variable Annuity Insurance licenses. She is also an Accredited Asset Management Specialist and Certified Financial Fiduciary®.

Rush Zarrabian

Position: Managing Partner & Portfolio Manager
Designations: CFA®

Rush is a Managing Partner of Corbett Road and directs the Investment Management Division. He is a member of the Corbett Road Investment Committee and is the Portfolio Manager for the Opportunity, Dynamic ETF, and Core Demand strategies. Before joining Corbett Road, Rush worked at two of the largest financial institutions in the country in a variety of roles, including management, operations, and lending. Rush has a Bachelor of Science in Finance from Virginia Tech and holds FINRA Series 7 and 66 licenses. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Washington, D.C.

Carmen Dello Iacono

Position: Research Analyst
Designations: CFA®

Carmen works in Corbett Road’s Investment Management Division where he supports all of the firm’s investment strategies and is a member of the Corbett Road Investment Committee. Before joining Corbett Road, Carmen worked as an Investment Consultant at a large financial data company. Carmen earned a Bachelor of Science in Physics with a minor in Mathematics at Boston College. Carmen holds Series 7 and 66 licenses is a CFA Charterholder. He is also a member of the CFA Institute, CFA Society of Washington, D.C., and the Boston College Alumni Association.

Liliana N. Molina

Position: Wealth Director
Designations: CFP®, MBA, CFF

Lili provides her clients with the support they need to identify their goals and develop sound plans for their financial future. She believes success should be measured not just by your financial well-being, but by how confident you feel about your future. Her mission is to help clients reach their financial goals through a relationship based on personalized, knowledgeable advice. Lili earned her BA from George Mason University and MBA from George Washington University. She is a Certified Financial Planner™ and Certified Financial Fiduciary®. Lili also holds FINRA Series 6, 7, 63, and 65 licenses and Life, Health, and Variable Annuity Insurance licenses.

Alexi Sacco

Position: Sr. Wealth Manager
Designations: CFF

Alexi provides clients with a holistic view of their financial picture. By identifying their current financial situation, risk tolerance, and future lifetime goals, Alexi is able to deliver a more comprehensive and individualized client experience. Prior to joining Corbett Road, Alexi worked as a Financial Advisor at Oppenheimer and an Associate at UBS.

He received a Bachelor of Science from American University and is a member of the American University Alumni Association. Alexi is a Certified Financial Fiduciary® and holds FINRA Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses.

 

IN THE MEDIA

Investors are Hardwired to Make Poor Decisions

TheStreet

Decisions, decisions, decisions.

John Maynard Keynes said, “It is the state of our own minds that matter the most.” Just as the economy can sometimes behave erratically according to Keynesian economics, so too can the human brain (a phenomenon many of us know all too well). However, gaining a deeper understanding of the mind’s innerworkings can help us override impulsive behavior, consider logic and reason, and ultimately make better informed financial decisions.

Full Article

Have bad credit? Here's what you can do to help fix it

Fox Atlanta

It’s no secret that having bad credit can severely hinder one’s financial experience. The worse the credit score, the worse the experience.

“There are no shortcuts to fixing a bad credit score, but like many things, it can be done with hard work and diligence,” said Matthew Gaffey, Certified Financial Planner at Corbett Road Wealth Management, in McLean, Va.

Full Article

A matter of degree: With so many options, how can advisors find the best future planners?

FinancialPlanning

Some 50 years after the birth of the independent planning movement, the industry is facing a succession crisis. In a rush to fill soon-to-be empty roles, firms have finally begun to build talent pipelines with colleges and universities. For their part, schools have ramped up their offerings for budding advisors.

Full Article

8 Financial Factors to Consider When Choosing a Retirement Location

U.S. News & World Report

Think through the impact a new place will have on your budget before relocating in retirement.

If you’re thinking about moving to a new area to kick-start your retirement, it’s wise to consider the cost involved. Retirement places like perennially popular Florida aren’t always best for your pocketbook.

Full Article

5 Financial Steps You Should Take in the Coronavirus Economy, According to Experts

Fox Business

According to the U.S. Bureau of Labor Statistics, the unemployment rate fell to 10.2% in July 2020 as 1.4 million people found work. The report credited improvements in the labor market to Americans who resumed the economic activity they had halted during the pandemic.

Full Article

Traders punish Schwab, TD, ETrade for move away from commissions

InvestmentNews

The market sees Schwab’s announcement of commission-free trading as a direct hit to revenues.

While investors and financial advisers using the Charles Schwab brokerage platform might be celebrating Tuesday’s announcement of commission-free trading, the stock market had a different take on the news.

Full Article

5 Smart Ways to Help Your Kids Financially––Even If You Don't Have Trump's Wealth

MarketWatch

President Trump’s father reportedly gave him hundreds of millions of dollars, but there are more modest ways to support kids.

Not everyone gets the kind of start in life that was given to President Trump. A New York Times investigation of President Trump’s father’s tax returns revealed the president’s father gave his son at least $413 million over the course of his lifetime.

Full Article

Have bad credit? Here's what you can do to help fix it

yahoo!money

Decking the halls comes with a hefty price tag and Americans are still feeling the sting from last year’s holiday tab.

Just under a third of Americans went into credit card debt to celebrate the 2018 holidays, racking up $745 in outstanding balances on average, according to a new survey that Crediful, a personal finance website, shared exclusively with Yahoo Money.

Full Article

Should An Investor Stay Away from a Variable Annuity? – 5 Experts Weigh In

SOPHISTICATEDINVESTOR.com

A variable annuity is an annuity contract which allows for the allocation of money held in “subaccounts”. Although tax-deferred, variable annuities do not guarantee a return on the principal. In this article, 5 experts discuss whether or not an investor should stay away from a variable annuity.

Full Article

Are you still supporting your college graduate kid? Here's how to wean them off your money

USA Today

Congratulations: Your child is now a college graduate and ready to embark on adulthood. Or is she?

Many parents are helping their adult children pay for everyday expenses, from groceries and cellphone bills to rent and student loans.

In some cases, the support is putting the parents’ financial security at risk.

Full Article

About Corbett Road

We pride ourselves on our discovery process, comprehensive financial planning, a proprietary approach to tactical investment management, and a high level of client service. We appreciate the uniqueness of each of our clients and the relationships that result from partnering with them.

 

Contact Us

Toll Free: 844.688.4955

E-mail: info@corbettroad.com

7901 Jones Branch Dr, Suite 800 McLean, VA 22102

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