Address
513 Centennial Boulevard
Voorhees, NJ 08043

Phone Number
(856) 874-1250
800 Number
(800) 732-8062

Principals

Ron Sussman


Ron Sussman

Ron Sussman, President/CEO

Ronald Sussman, President/CEO, is the founder of CPI Companies.

Ron attended Temple University where he majored in marketing. With over 30 years experience in risk management analysis, specializing in product design and development, he is responsible for the design and implementation of several software applications for the administration and illustration of life insurance products and underwriting.

Ron, is an expert in Private Placement Life and Disability insurance both domestic and offshore. Through our offshore entity, International Advisory Services, LLC, Ron provides tax and asset protection solutions for some of the nation’s most iconic families.

Ron is the author of the Large Case Design Memorandum, a widely read newsletter among successful financial services professionals and advisors.

Ron has appeared on CNNFn as an expert on the topic of Life Settlements, and has appeared in a feature article in the Philadelphia Business Journal entitled “CPI manages the big picture”.

Most recently Ron and his partners founded LifeInsurancePolicyAudits.com, a web sited dedicated to assisting life insurance policyholders in evaluating their policies and insurance carriers.

Ron holds series 7, 65, and 63 securities licenses as well as a series 24 Registered Securities Principal license.

 

Tricia Pilone

Tricia Pilone

Tricia Pilone
President – Insurance Services

Patricia “Tricia” Pilone, is one of the three founding partners of CPI Companies. Tricia is the President of Insurance Services and Partner in Charge of the life brokerage division.

Tricia joined CPI Companies at the start in 1991 to develop the newly formed life brokerage company. She quickly and efficiently designed the marketing and underwriting systems that made CPI a success in life brokerage. Tricia’s attention to detail and creativity contribute to every aspect of CPI’s unique approach to the planning and execution of custom tailored ideas for brokers and clients worldwide. Tricia is responsible for the unconventional but diligent and professional approach that defines CPI Companies’ culture.

Tricia possesses a truly exceptional understanding of medical underwriting, sales, marketing, and operations. During the last 20 years the tenacity of her approach enhances every project and has led to the success of CPI Companies “Life Brokerage” division, as well as the development and continued growth of the personal asset protection and consulting company, International Advisory Services, LLC.

Tricia also serves on the Board of Directors of Capital Bank of New Jersey, a Bauer’s Financial five-star
rated bank.

 

Gary DeVicci

Gary DeVicci

Gary DeVicci, MSFS, CFP®
President – Advisory Services

Successful business owners and professionals have relied on Gary’s expertise for their financial, estate and business planning for three decades. Gary has earned a Master’s of Science degree in Financial Services from the American College and holds designations as a Certified Financial Planner, Chartered Financial Consultant and Accredited Estate Planner.

Gary has authored numerous articles, taught classes in investing, financial planning and conducted continuing education courses for financial planners, attorneys and accountants. He has been a requested speaker for the CPA Society, HLB International Accounting Group, various legal forums, the Association for advanced Life Underwriting and Society of Financial Service Professionals.

Gary heads CPI’s planning team, which is responsible for the design and implementation of investment strategies, business and estate plans for CPI’s high net worth clients. In addition, he provides planning advice and works jointly with CPI’s affiliated financial service producers nationwide.

Gary is a past President of the Society of Financial Professionals SJ Chapter, The American Heart Association and The Brady Kohn Foundation. He is also a member of the Estate Planning Council of Southern NJ and the Financial Planning Association.

Gary holds multiple securities licenses (Series 1,7,63,65,24,27,53) including those for Investment Advisory Services, as a Registered Securities Principal, Municipal Securities Principal and Financial Operations Principal.