In his sixth decade advising clients, Steve has a steady and practiced hand that can only be earned over time. As he likes to say, “You get hit by the bus you don’t see,” and understanding that has enabled Steve to navigate clients through various market cycles. Steve...
As Analyst, Client Service, Jonathan plays a key role in supporting his team with various daily business activities. His responsibilities include assisting with client meetings, financial planning, client services, and investment strategy development. Before joining...
Louis has been in the financial industry for nearly 30 years and has extensive experience servicing ultra high net worth clients and their families. As Louis likes to say, “You can’t fake caring. Either you care or you don’t.” Louis prides himself on practicing what...
As Managing Director, Frank advises ultra-high-net-worth individuals, alternative investment managers, family offices, and institutions with fixed income and equity investment strategies. He also works closely with trust and estate, tax and corporate attorneys to help...
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