Meet your partners.

Actively engaged principals. For investors who want guides that know how to wisely and efficiently manage portfolios, manage risk, run a business. And tend clients well; with true humility, true loyalty. 

Your Investment team

aaron

Aaron Cohen, Ph.D.

PRESIDENT
craig

Craig Giventer, CFA

MANAGING DIRECTOR
vincent

Vincent J. Marsden

SVP OF FINANCIAL PLANNING
roberto

Roberto Vainrub, Ph.D.

MANAGING DIRECTOR
chris

Christopher Conway

PORTFOLIO MANAGER
maureen

Maureen Matamoros, MSM/MBA

FINANCIAL PLANNING ADVISOR
michael

Michael Marciano

RESEARCH ANALYST
amit

Amit Friedlander

RESEARCH ANALYST

Your operations team.

Albania Tavarez
Veronica Rubio
Lucy Roditi

Consultants

Peter E. Braun

DIRECTOR OF BUSINESS DEVELOPMENT

David G. Santry, CFA

INVESTMENT CONSULTANT