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

Craig Giventer, CFA

MANAGING DIRECTOR

Vincent J. Marsden

SVP OF FINANCIAL PLANNING

Christopher Conway

PORTFOLIO MANAGER

Gray Stangler

Research Analyst

Maureen Matamoros, MSM/MBA

Sr. FINANCIAL PLANNING ADVISOR

Simon Zaidman

Senior Advisor

Alan Lerner

Senior Advisor

Your operations team.

Albania Tavarez
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