Board of Managers

CFP®, MS
Partner, Chief Culture Officer, and Wealth Advisor

CFA, MBA
Partner and Chairperson

MBA
Partner and Wealth Advisor

CFP®, CFA, MBA
Partner and Wealth Advisor

CFP®, MBA
Partner and Wealth Advisor

CFP®, FRM
Partner and Wealth Advisor

MBA, MS
Partner and Chief Operating Officer

CFA
Partner and Co-Chief Investment Officer

Partner and Chief Executive Officer

CFP®, CPA
Partner and Wealth Advisor