Who We Serve Services
Individuals & Families
A partner who understands the life behind your portfolio
We guide families across all stages of life, focusing not just on your investments, but on the personal goals and legacy you want to secure.
Charitable Organizations
Fiduciary guidance from advisors who have sat in your seat
Having served as trustees and board members ourselves, we bring a firsthand understanding of your fiduciary responsibilities. We apply that deep perspective and care to the long-term stewardship of your assets.
The team that supports your life’s goals
Scott Kimelman
Partner & Co-Chief Investment Officer
Sapan Vayas, CFA®
Partner, Co-Chief Investment Officer & Senior Wealth Advisor
Yasmeen Mock
Partner, COO & Senior Wealth Advisor
Joyce Chan
Finance and Operations Manager