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 Wealth Advisor
FPCM_Jan-Schaefer

Jan Schaefer

SENIOR WEALTH ADVISOR

Your operations team.

Albania Tavarez
FPCM_Delmy-Lopez
_FPCM-Glendy-Maravilla

Consultants

David G. Santry, CFA

INVESTMENT CONSULTANT