Our team provides tailored investment portfolios to families, foundations, trusts and corporations.
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Daniel
Goodman, CFAChief Executive Officer
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Effie
Wolle, CFAPresident and Chief Investment Officer
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Fuyumi
YokuraChief Compliance Officer and Chief Operating Officer
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Adam
BresverPartner, Wealth Management
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Corey
Deschamps, CFPFinancial Planner and Relationship Manager
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Vivian
Young, CFAPortfolio and Client Relationship Manager
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David
HomenukHead of Trading and Operations
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Russell
FernandesTrading and Operations Administrator
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Monica
Ghegin-MarchandClient Relationship Manager
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Jenny
SkyttaAccounting and Compliance Officer
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Brissa
AndreucciClient Relationship Associate
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Manny
AugustoOffice Administrator
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Amanda
BarryClient Relationship Associate
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Maria
CagaananCompliance Officer
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Ram
Bindra, CFASenior Investment Analyst
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Chris
Choi, CFAInvestment Analyst
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Adam
Brass, CFASenior Investment Analyst
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Charlie
Chief Loyalty Officer