Directory
ER
Elliott Appel, CFP®, CLU®, RLP®
Founder and Financial Planner
AC
Arthur Chamian, CFA
Managing Principal
MS
Michael Siegel
Founder and Chief Executive Officer
GK
Glen Kacher
CIO, Founder
MC
Matt Carvalho, CFA, CFP®
Chief Investment Officer
SR
Scott Reid
Chief Operating Officer
RP
Rajan Patel
Founder & CEO | A trusted source to help clients achieve competitive advantage and business value
NC
Nancy A. Zevenbergen, CFA
Founder and Chief Investment Officer
AI
Ariel Imas
Co-Founder
VI
Victor J. Sansone III
Founding Partner / COO
LN
Luciano R Nicasio
Founder / Managing Partner
DB
Dave Burt
Founder and CEO
SM
Scott MacDonald
Partner and Chief Operating Officer
AG
Ashok Gangolli
Owner / CEO
AC
Andreas Christodoulides
Chairman
TM
Tejas Mehta
Chairman and Managing Director
NP
Nadya Powell
Chair of Diversity Community
HL
Hannu Luhtaniemi
Chairman, Owner
AL
Ann Lakshmanan
Chair
MZ
Moreno Zani
Chairman
AS
Aytug Sakallioglu
Chairman
LU
Lise Uytterhoeven
Chair
MA
Mehmet Adıgüzel
Chairman
DW
Doug Wady
Chairman
RA
Rassal Ahmad
Chairman