Founded in 1975
I work with a group of higher net worth clients, (1mm+) to create plans and strategies that meet their financial needs and objectives. I do this by putting a plan in place, to get an understand of their needs, wants, wishes and risk, and assessing the best way to achieve those objectives. Circle of ...
Kelly Zigaitis
Managing Director, Retail Supervision and Controls
Lule Demmissie
Managing Director
Noah Gaynor
Analyst
Bryan Edelman
Full Stack Software Engineer at Exploration Lab (Web3, Blockchain, AR, VR, XR)
Christopher L. Stevenson
Managing Director, Trading Systems / Director, Market Data Systems, Various Business Units
Toby Bochan
Senior Manager, Content
Waseem Alhomedi
Stock Trader
Hayk Ghmboyan
Proffessional trader
Monica Kim
Senior Financial Consultant