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

• 

  Daniel
  Goodman, CFA

  Chief Executive Officer

• 

  Effie
  Wolle, CFA

  Chief Investment Officer

• 

  Adam
  Bresver

  Director Wealth Management

• 

  Corey
  Deschamps, CFP

  Financial Planner and Relationship Manager

• 

  Fuyumi
  Yokura

  Chief Compliance Officer

• 

  David
  Homenuk

  Trading and Operations

• 

  Ram
  Bindra

  Investment Analyst

• 

  Monica
  Ghegin-Marchand

  Client Relationship Manager

• 

  Jenny
  Skytta

  Accounting and Compliance Officer

• 

  Brissa
  Andreucci

  Office Administrator

• 

  Charlie
  

  Chief Loyalty Officer

•