Wealth Management Team

At Ciampi Tax & Financial Services, strong leadership, wealth management expertise, and exceptional client service is provided by each of our team members.

Continue reading to learn more about each one of us and view the faces of our experienced team.

Donald J. Ciampi, Jr., AIF®

Wealth Management Advisor

Don takes tremendous pride in helping his clients pursue financial peace of mind for themselves, their families, and their loved ones. Inspired by the opportunity to serve, he leverages his financial education, experience, and leading-edge resources to benefit his clients. He is honored to continue his family legacy, assisting current and future generations with their financial needs, while upholding the highest standards of personal and professional integrity.

Don is a principal of Ciampi Tax & Financial Services, LLC, and he oversees the management of all Wealth Management functions, including personal financial planning, investment management, retirement planning, and trust and estate planning.

Don is an Accredited Investment Fiduciary (AIF®) and holds this duty foremost in his practice. He holds the Series 7 and 66 securities registrations, as well as a life and health insurance license.

Don earned a Master of Business Administration from Rensselaer Polytechnic Institute and a Bachelor of Science from Fairfield University. He has attended continuing and advanced education at the University of Virginia, Darden School of Business, and the American College of Financial Services.

Don is currently a Board Member of St. Paul Catholic High School and his previous Board affiliations include the Greater Waterbury United Way and Children’s Community School.

He enjoys spending time with family, as well as hiking, skiing and traveling. Don resides in Cheshire with his wife, Ellen, and two children, Donald III and Catherine.

Ellen Ciampi

Client Communications and Engagement

Ellen is responsible for the firm’s external client communications and marketing strategy. She has a Bachelor of Arts in Communication from Boston College and a Master of Business Administration from Sacred Heart University. She earned a Nursing Home Administrator Certification from Quinnipiac University. Ellen serves on the Board of Trustees of Xavier High School, and has held the same position at St. Bridget School.

In her free time, she enjoys spending time with her husband and two children, playing tennis, teaching CCD, skiing, hiking and traveling.

Michelle DeFilippo, CFP®

Associate Wealth Advisor

For Michelle, success means never giving up. She joined our firm in 2019 as an intern, and since then she has excelled on our Client Services Team, and achieved her Series 7 and 66 securities registrations. In late 2023 she earned her Certified Financial Planner™ designation. She maintains a passion for assisting our young clients and their families with holistic financial planning services, and she supports them with leading-edge tools and technologies to help them pursue their financial goals.

Michelle graduated Summa Cum Laude from Quinnipiac University with a Bachelor of Science in Finance, where she was also a Division 1 collegiate athlete. Outside of work, she enjoys hiking, running, traveling and spending time with family and friends.

Steven Fazo, CFA

Chief Investment Officer

With over 35 years’ experience in the financial services industry, Steve is the Chief Investment Officer of Ciampi Tax & Financial Services, LLC. In this role, he researches, designs and implements all investment management and retirement strategies for our clients. Steve takes great pride in our client relationships, and the trust they have that our firm will unequivocally act with expertise, integrity and their best interests first.

Steve has a Master of Public and Private Management from Yale University and a Bachelor of Arts in Economics from Fairfield University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Hartford CFA Society. He maintains the Series 7 and Series 66 securities registrations. Steve’s professional career has covered all aspects of investment research and portfolio management, previously holding positions at Goldman Sachs, United Technologies, State Street Research and Hartford Steam Boiler.

Steven Fazo is a Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC.

Jennifer Frioni

Director, Client Services

Jennifer takes pride in her position of Director, Client Services, primarily because she enjoys serving people and creating lasting relationships. She assists our clients with the details and complexities of their investment products and processes, promoting greater transparency and understanding. Jennifer creates a superior experience for each client by providing courteous, expert and prompt service. She boasts over 20 years’ experience in the Accounting and Wealth Management fields, and holds the Series 6 and 63 securities registrations. She earned a Bachelor of Science in Accounting from Southern CT State University.

When outside of the office, Jen enjoys skiing, traveling, hiking and spending quality time with her husband, her two children, Jack and Kate; and her two dogs.

Jennifer Frioni is a Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC.

Daniel Kopf

Financial Analyst

Daniel has a passion for both the art and the science of the financial markets. As a Financial Analyst, he supports the Investment Team by taking investment and retirement data and turning it into valuable and actionable information, in support of our clients’ unique goals. In addition, he leverages our technology to produce reporting that assists our clients’ understanding of their portfolios.

Daniel graduated from Quinnipiac University Magna Cum Laude with a Master in Business Administration and Cum Laude with a Bachelor of Science in Finance. He holds the Series 7 and 66 securities registrations.

Dan’s free time is spent with his wife, Kim, and their dog, Cookie. He also enjoys traveling, golf and coin collecting.

Daniel Kopf is a Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC.