Meet Our Team
Our founders hand selected the next generation of talent to grow your wealth in today’s high-tech, fast-paced world.
Wealth Advisors
Chief Wealth Advisor
Associate Wealth Advisor
Vice President & Wealth Advisor
Associate Wealth Advisor
Senior Vice President
& Wealth Advisor
& Wealth Advisor
Wealth Advisor
Senior Vice President
& Wealth Advisor
& Wealth Advisor
Client Service Partners
Director of Client Service
Administrative Manager
Client Service Manager
Client Service Associate
Investment Research
Chief Investment Officer
Director of Trading
Director of Research
Research Analyst
Quantitative Research Analyst
Business Operations
Chief Marketing Officer
Chief Compliance Officer
& Operations Manager
& Operations Manager
Chief Technology Officer
Founders
Chairman Emeritus
Chief Executive Officer
Do you know your net worth and how far it will take you?
Come talk to us about your goals and let us help you figure out how to reach them.