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Our People


TIMOTHY ATKINSON, CFP®

Timothy is the President and Portfolio Manager of Excomp Asset Management. He specializes in retirement and investment planning as well as asset management. Timothy joined Excomp after spending thirteen years on the institutional side of Wall Street, four and one half of which were spent in Tokyo, Japan. He has a Bachelor of Science degree in Business Management from St. John's University, and received his Certificate in Financial Planning from New York University. He is a member of The Financial Planning Association's Long Island Chapter.




BRETT TESTERMAN, CFP®, MSFS

Brett joined the firm in 2003 and is Portfolio Manager here at Excomp Asset Management. He is a Graduate of the University of Georgia where he earned his degree in Economics. He received his Certificate in Financial Planning from Molloy College and his Masters Degree in Financial Services from The American College. Brett is also a member of the Financial Planning Association of Long Island.



SUSAN DELL ITALIA

Susan has 30 years experience in the financial services industry. She is Series 6 and 26 licensed and her concentration has been in the Compliance/Best Business Practices area. At Excomp Asset Management she is responsible for client services, operations, the implementation and monitoring of accounts which includes working with Charles Schwab & Co., Inc.





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