Our team provides tailored investment portfolios to families, foundations, trusts and corporations.

• 

  Daniel
  Goodman, CFA

  Chief Executive Officer

• 

  Effie
  Wolle, CFA

  President and Chief Investment Officer

• 

  Fuyumi
  Yokura

  Chief Compliance Officer and Chief Operating Officer

• 

  Adam
  Bresver

  Partner, Wealth Management

• 

  Corey
  Deschamps, CFP

  Financial Planner and Relationship Manager

• 

  Vivian
  Young, CFA

  Associate Portfolio and Client Relationship Manager

• 

  David
  Homenuk

  Head of Trading and Operations

• 

  Russell
  Fernandes

  Trading and Operations Administrator

• 

  Monica
  Ghegin-Marchand

  Client Relationship Manager

• 

  Jenny
  Skytta

  Accounting and Compliance Officer

• 

  Brissa
  Andreucci

  Client Relationship Associate

• 

  Chris
  Choi

  Investment Analyst

• 

  Manny
  Augusto

  Office Administrator

• 

  Amanda
  Barry

  Client Relationship Associate

• 

  Maria
  Cagaanan

  Compliance Officer

• 

  Charlie
  

  Chief Loyalty Officer

•