Directory
DC
Dean Williamson, CFP®
Owner
RK
Ruben Kliksberg
CEO and Chief Investment Officer
BR
Ben Rifkin
CEO and President
JM
John Murray
Co-Founder -- CERN Alumni New York
AK
Akshay Kaura
Chief Operating Officer
RC
Ryan Kelley, CFA
CIO, SVP & Portfolio Manager
DM
David McInnis
Founder & CEO
AN
Andrew Nash
Owner
NA
Nicole Alexander
Chief Compliance Officer
MF
Matthew Feldmann
Chief Executive Officer
JD
James D.
Founder/Portfolio Manager
PP
Philip Petteruti
Founder, Partner and Portfolio Manager
MJ
Maz Jadallah
Founder/CEO
NE
Nigel Ekern
Chief Operating Officer (COO)
SK
Sevy Kraner
Co-Founder and Managing Partner
CM
Charlie Minasian
Real Estate and Business Ventures, Founder & Principal
JW
Jeffrey Werner
Co-Founder
WC
William Crenshaw
Principal & CFO
JS
Jonathan Silverstein
President and Co-Founder
LT
Lukasz Tomicki
Founder & Managing Partner
JT
Jay Tucker
President & Interested Trustee of Weiss Strategic Interval Fund
GR
Gabrielle (Ellie) Rubenstein
Chief Executive Officer
DN
David Neuhauser
Chairman Of The Board
GA
George Askew
Founder and Managing Member
MG
Michael Guarasci
Chief Operating Officer