Team

WORLD CLASS TEAM

We’ve assembled a world-class, multi-disciplinary team of investment and wealth planning professionals committed to achieving the financial goals and objectives of our clients. Our intellectual capital, commitment to service and passion about what we do translates into a superior and unparalleled family office experience.

 

As an advisory firm, our intellectual capital and maniacal commitment to service excellence is what distinguishes us. Our management ethos and way of doing business is as appealing to our team members as it is to our clients. It allows us to attract the most talented people who, without question, are our most valuable asset and differentiated strength.

 

Our senior management team is supported by some of the most talented professionals in each practice area, utilizing cutting edge proprietary technology platforms. Personal attention, combined with deep wealth management experience, is the hallmark of our offering.

Executive Management
Client Advisory Group
Portfolio Advisory Group
Investment Research Group
Firm Operations