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Zachary Ruttenberg
Zachary is a seasoned financial advisor and entrepreneur based in Newburgh, New York, with a multifaceted background spanning finance, luxury goods, and real estate.
Zachary serves as a Financial Advisor with Eagle Strategies and is a Financial Professional with New York Life Insurance Company. He is also a registered representative with NYLIFE Securities LLC. His practice focuses on providing comprehensive investment advisory services as well as targeted financial product solutions, including life insurance, long-term care, investments, wealth management, and annuities.
Zachary is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company and a professional planning resource made available to an elite group of approximately 200 experienced insurance and financial industry leaders who work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives.
Ilana Stern
Ilana Stern is a registered representative and financial professional at Ruttenberg Capital Group, where she focuses on supporting young homeowners and individuals starting their retirement savings. Before entering the financial industry, she spent 22 years in social media and brand marketing for TV networks.
Ilana is committed to making saving and investing feel approachable, especially for those just beginning their financial journey. She lives in the Hudson Valley, NY with her dog Queen, and is an avid plant and dog enthusiast.
Connor Shapiro
Connor Shapiro is an Insurance Professional dedicated to helping individuals and families think thoughtfully about their financial goals and protection needs. A graduate of Monmouth University, Connor has two years of experience in the insurance industry, where he assists clients with navigating important life and coverage decisions.
Connor takes a broad, client-focused approach, emphasizing the importance of understanding the full financial picture rather than isolated products or solutions. He is committed to making these conversations approachable and tailored, helping clients feel confident as they plan for the future.
Susan Knapik
Susan is the virtual Service Assistant for Ruttenberg Capital Group, where she provides essential support to both clients and the advisory team. In her role, she manages client service operations, coordinates communications, and ensures that every interaction reflects the Group’s commitment to excellence.
Working alongside the Ruttenberg Capital Group’s team, Susan helps deliver a high standard of service. Her organizational expertise and client-focused approach ensure that each client receives timely, attentive, and thoughtful assistance.
Outside of her professional role, Susan enjoys being outdoors, reading non-fiction, and cooking. She resides in Clearwater, Florida with her husband Tim and their rescue dog Delta Burke.
