Our People

 

From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

  • ROSS WOLF, IAR, CLU, CHFC

    ROSS WOLF

    IAR, CLU, CHFC

    President, Estate & Tax Planning Specialist

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  • ISAAC ANSLEY

    ISAAC ANSLEY

    Operations Manager

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  • Eli Mizrahl

    Eli Mizrahi

    Senior Advisor

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  • Junior Real Estate Advisor

    Alexandra Wolf

    Junior Advisor

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  • DAVID YOUNG

    DAVID YOUNG

    MBA, CFA

    Chief Investment Officer

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  • CIARA LISTER

    CIARA LISTER, ESQ

    Chief Counsel

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  • CYRILLE CONSEIL

    CYRILLE CONSEIL

    CFA - Head of research + Trading

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  • PETER VAN DE ZILVER

    PETER VAN DE ZILVER

    CFA

    Director of Portfolio Analytics & Risk Management

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  • KEVIN VANDERBILT

    KEVIN VANDERBILT

    CIMA®

    Portfolio Strategist

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  • Bruce Davey

    Bruce Davey

    Health Insurance & Medicare Expert

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  • Lil Heck

    Lil Heck

    Board of Directors

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  • David Wall

    David Wall

    Director of Technology