Scott Kimelman
Partner & Co-Chief Investment Officer
The team that supports your life’s goals
True partnership isn’t built overnight—it’s grown over decades. Our team brings together generations of collective experience to support your future. By uniting diverse perspectives, we ensure that the steady guidance you trust today remains reliable for the generations to follow.
Our Team
Sapan Vayas, CFA®
Partner, Co-Chief Investment Officer & Senior Wealth Advisor
Yasmeen Mock
Partner, COO & Senior Wealth Advisor
Joyce Chan
Finance and Operations Manager
1.5B
Currently representing $1.5B in assets under management
*as of *as of [date]Based in New York, Partnering Worldwide
From our home in Midtown Manhattan, we bring decades of financial perspective to clients across the country. Using collaborative, secure technology, we ensure your wealth management experience remains seamless, personal, and highly attentive—no matter where you call home.