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
chris

Christopher Conway

PORTFOLIO MANAGER
m

Gray Stangler

Research Analyst
maureen

Maureen Matamoros, MSM/MBA

Sr. FINANCIAL PLANNING ADVISOR
s

Simon Zaidman

Senior Advisor
Adan

Alan Lerner

Senior Advisor

Your operations team.

Albania Tavarez
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