Crafting Bespoke Wealth Strategies

David Wertentheil

Chief Executive Officer, Partner

Abby Flamholz

Chief Investment Officer, Partner

Andrew de Montille

Chief Operations Officer, Partner

Larry Wiseman

Chief Compliance Officer & General Counsel

Nathaniel Hass

Chief Marketing Officer

Kevin Lemmer

Portfolio Manager, Director of Credit Investments

Ted Marcus

Operations

Vera Joffe Shapiro

Operational Due Diligence & Client Reporting

Yosef Knecht

Controller