We are not a large, impersonal brokerage firm or bank. We are an experienced team of local financial professionals, portfolio managers and fiduciaries on a first name basis with our clients.
Our team combines decades of experience in financial services with some of the most respected institutions to provide you with the expertise and sound financial advice you deserve. Learn more about our team.
President & CEO, Director of Investment Services
Founder, Senior Portfolio Manager
Senior Investment Analyst
Vice President of Operations, Administration and Compliance
Managing Director, Senior Relationship Manager
Senior Vice President and Director of Fiduciary Services
Client Service Manager
Senior Vice President and Director of Portfolio Management
Client Service Manager
Client Service Associate and Office Manager
Operations Manager
Operations Manager