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 Cohen, Ph.D.

PRESIDENT

 

Partner, President, Portfolio Manager, Senior Client Advisor since 1992. Educated at The Wharton School, M.A., Ph.D. in Finance; M.B.A., I.E.S.A., Caracas; Civil Engineer, U.C.A.B., Caracas.
Aaron was born in Morocco, raised in Venezuela; and has been living in the U.S. since 1982. He has lectured at the Wharton School and I.E.S.A. Aaron is a former President, and current Board member, of the Hebrew Academy of Greater Hartford and Beth David Synagogue, and former Board member of the Jewish Federation of Greater Hartford.

Craig Giventer, CFA

MANAGING DIRECTOR

 

Partner, Managing Director, Portfolio Manager, Senior Client Advisor since 2006. Educated at the University of Chicago Booth School of Business, M.B.A, and the University of Pennsylvania College of Arts & Sciences, B.A. Formerly a Portfolio Manager/Analyst at Oppenheimer Capital and an Associate Portfolio Manager/Analyst at Pioneer Investments.
Craig is a CFA charterholder; member of both the CFA Institute and the New York Society of Security Analysts. Craig has served in various volunteer roles at the CFA Institute, and currently serves as the Chair of the CFA Institute’s Disciplinary Review Committee. Craig is a past Director and member of the Executive Committee of the non-profit The Service Program for Older People, Inc.

Vincent J. Marsden

SVP OF FINANCIAL PLANNING

 

Partner, Senior Vice President of Financial Planning, Senior Client Advisor since 1994. Educated at Strathclyde University, Glasgow, Scotland.
Vince grew up in England and moved to the U.S. in 1980. Before joining FPCM, Vince was a financial planner and trust account administrator for Security National Bank & Trust Company of New Jersey.

Roberto Vainrub, Ph.D.

MANAGING DIRECTOR

 

Managing Director, Portfolio Manager, Senior Client Advisor since 2011. Ph.D., U.C.A.B., Caracas. M.S., Stanford University, Palo Alto; Industrial Engineer, U.C.A.B., Venezuela, with a Certificate in Family Wealth Advising from the Family Firm Institute.
Roberto has taught at U.C.A.B. and I.E.S.A. Business School in Caracas, Venezuela, and founded I.E.S.A.’s Entrepreneurship Center of which he also served as Vice President and interim President. Roberto has also lectured extensively at the Rochester Institute of Technology, Duke University, Florida International University & the University of Miami. Former Managing Director at Activalores Group, current Board member of Mercantil Servicios Financieros , Mercantil Banco Universal, and Mercantil Commercebank Florida. Director of Farmatodo Colombia & Spain, and former member of the Arbitration and Conciliation Committee of the Israelite Union of Caracas and of the Pino Center Board of Florida International University. Roberto was born in Caracas, Venezuela; and has been living in the U.S. since 2011.

Christopher Conway

PORTFOLIO MANAGER

 

Portfolio Manager, Client Advisor since 2008. Educated at Columbia University, M.B.A., and the University of Notre Dame, B.A.
Born and raised in Westchester County, New York, Chris was formerly a research analyst at a New York based hedge fund and an associate at Lehman Brothers. Chris has been involved with various investing and equity research clubs since college.

The rest of the investment team.

maureen
Maureen Matamoros, MSM/MBA
FINANCIAL PLANNING ADVISOR
michael
Michael Marciano
RESEARCH ANALYST
amit
Amit Friedlander
RESEARCH ANALYST

Your operations team.

Albania Tavarez
Harriet Villanueva
Jennifer Cabrera
Veronica Rubio
Lucy Roditi

Consultants

Peter E. Braun

DIRECTOR OF BUSINESS DEVELOPMENT

David G. Santry, CFA

INVESTMENT CONSULTANT