Client Service Team

Advisors

Our experienced and highly qualified advisors come from diverse backgrounds with broad-ranging experience. Our advisors have an average of almost 20 years experience serving wealthy families and hold advanced degrees in law, finance and business.

Associates

Our associates are an essential part of the client service team. They work closely with the advisors, operations staff and the investment team to execute client family plans. Associates have an average of 10 years experience serving wealthy families and hold advanced degrees and certifications, including M.B.A.s, CPAs, CFAs and CFPs.

Client Service Team

Client Benefits

  • Clients gain a trusted confidant who advises on more than just financial matters.
  • Clients can confidently delegate financial tasks, freeing them to pursue careers and personal interests.
  • Advisors:
  • Associates:
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