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Who We Are

Meet Your Hometown Financial Professionals

Our team takes a comprehensive, 360-degree approach to wealth management. As local fiduciary professionals, we are deeply rooted in the community and dedicated to serving our neighbors. We actively monitor and manage our clients’ accounts, aligning financial resources with goals in order to deliver optimal results. With assets managed in-house and the support of more than 300 experienced professionals in our back office, we offer expertise across wealth management, financial planning, trust services, insurance, and investment management.  

               

Introducing Mundi Financial

Bill Krivicich

Bill Krivicich, CFA

CEO/Chief Investment Officer

845-479-6010

Jannine Barbosa

Jannine Barbosa

VP Operations

845-479-6011

Ida Sandler

Ida Sandler

VP Investor Relations

845-479-6012

Sarah DeGraw

Sarah DeGraw

Financial Advisor - Candidate for CFP® Certification

845-479-6008

Steven Candela

Steven Candela

Portfolio Analyst

845-479-6013

Derek Dimino

Derek Dimino

Wealth Management Consultant

845-479-6007

The Five Star Wealth Manager award was issued on 5/1/2026 by Five Star Professional (FSP) for the evaluation period 8/21/2025–1/30/2026. A fee was paid for use of marketing materials. Self-completed questionnaires were used in the evaluation.  486 Hudson Valley-area wealth managers were considered; 32 (7%) were named 2026 Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility requirements include: (1) credentialed as an investment adviser representative (IAR) or principal of a registered investment adviser (RIA); (2) actively practicing for a minimum of five years; (3) favorable regulatory and complaint history (including no disqualifying regulatory actions, excessive complaints, financial settlements with clients, recent bankruptcies, terminations, or felony convictions); (4) firm review based on internal standards; and (5) accepting new clients.  Evaluation criteria include: client retention rates, client assets administered, number of client households served, and education and professional designations.