Our People

 

From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

  • ROSS WOLF, IAR, CLU, CHFC

    ROSS WOLF

    IAR, CLU, CHFC

    President, Estate & Retirement Planning Specialist

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  • DAVID YOUNG

    DAVID YOUNG

    MBA, CFA

    Chief Investment Officer

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  • Eli Mizrahl

    ELI MIZRAHI

    Estate & Retirement Planning Specialist

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  • CIARA LISTER

    CIARA LISTER, ESQ

    Chief Counsel

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  • CYRILLE CONSEIL

    CYRILLE CONSEIL

    CFA

    Head of research & Trading

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  • PETER VAN DE ZILVER

    PETER VAN DE ZILVER

    CFA

    Director of Portfolio Analytics & Risk Management

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  • RAY CHEESMAN

    RAY CHEESMAN

    Senior Research Analyst

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  • KEVIN VANDERBILT

    KEVIN VANDERBILT

    CIMA®

    Portfolio Strategist

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  • BLAKE WONG

    BLAKE WONG

    Investment Analyst

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  • ISAAC ANSLEY

    ISAAC ANSLEY

    Retirement Planning Specialist

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  • Matt Collins

    MATT COLLINS

    Retirement Planning Specialist

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  • ALEXANDRA WOLF

    ALEXANDRA WOLF

    Client Services Manager

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  • David Wall

    David Wall

    Director of Technology

  • Bruce Davey

    BRUCE DAVEY

    Health Insurance & Medicare Expert

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