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.
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ROSS WOLF
IAR, CLU, CHFC
President, Estate & Retirement Planning Specialist
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ELI MIZRAHI
Estate & Retirement Planning Specialist
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ISAAC ANSLEY
Retirement Planning Specialist
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MATT COLLINS
Retirement Planning Specialist
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ALEXANDRA WOLF
Client Services Manager
Investment Management Team
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DAVID YOUNG
MBA, CFA
Chief Investment Officer
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CYRILLE CONSEIL
CFA
Head of research & Trading
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PETER VAN DE ZILVER
CFA
Director of Portfolio Analytics & Risk Management
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RAY CHEESMAN
Senior Research Analyst
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KEVIN VANDERBILT
CIMA®
Portfolio Strategist
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BLAKE WONG
Investment Analyst
STRATEGIC PARTNERS
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David Wall
Director of Technology
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BRUCE DAVEY
Health Insurance & Medicare Expert
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Ciara Lister
Chief Counsel