Financial wealth advisors, Who We Are, Satovsky Asset Management

We Are SAM

A mindful approach to multi-generational wealth advisory

Satovsky Asset Management (SAM) was established in 2007 to align mindfulness with financial wealth advisory through investor education, long-term portfolio solutions and a deep commitment to meaningful relationships. By focusing on the little things, and coaching our clients every step of the way, we have proudly grown the SAM family to serve high-net worth individuals, multi-generational families, and institutions around the world. 

Committed to Fiduciary Excellence

Research

Driven by evidence-based research, our tailored portfolio solutions bring your interests into alignment with the latest in science, technology and academia.

Meaningful Relationships

Here, everyone is treated like family. We seek to build meaningful life-long relationships based on trust, integrity, and a familiarity that goes beyond the traditional wealth advisor relationship.

Continued Education

We put great emphasis on continued education and staying abreast of industry trends and developments to maintain the highest standard of expertise, tools, and practices.

Satovsky Image Frames-02

Bringing together diverse skillsets and expertise to serve you

At SAM, every client works with the firm, never with one individual. Our diverse team of professionals collaborate to bring innovative thinking, technical expertise, and a shared passion for improving people’s lives to everything we do.

Financial wealth advisors, Who We Are, Satovsky Asset Management

Cade McNaughton

Client Service Associate

Financial wealth advisors, Who We Are, Satovsky Asset Management

Jacquelyn Espinal

Executive Administrative Assistant

Financial wealth advisors, Who We Are, Satovsky Asset Management

Avi Berg

Chief Investment Officer

Financial wealth advisors, Who We Are, Satovsky Asset Management

Bo Lan

CFA®

Investment Analyst

Alicia Vignola

Alicia Vignola

Head of Operations

Frank Torrone

Frank Torrone

CFP®

Wealth Strategist

Christine Lucero

Christine Lucero

JD, CFP®, CPWA®

Head of Private Wealth, CCO

Jonathan Satovsky

Jonathan Satovsky

CFP®, ChFC®, CIMA®, CPWA®, CDFA®, DACFP

CEO, Chief Behavioral Coach

quotes

Wealth is the ability to fully experience life.

HENRY DAVID THOREAU

group attending meeting

Invested in the
Wellbeing of Others

We passionately believe in the value of philanthropy and playing an active role in our community. Each year a portion of our annual profits is gifted to charitable causes, community programs and global impact initiatives.

Talk to an Advisor today

232 Madison Avenue, Suite 400 New York, NY 10016
(212) 584-1900

© 2024 SATOVSKY ASSET MANAGEMENT | PRIVACY POLICY | FORM CRSTERMS OF USE/DISCLAIMERS

NOT FDIC INSURED. NOT BANK GUARANTEED | MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL | NOT INSURED BY ANY STATE OR FEDERAL AGENCY

Website Developed by Finovo