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Who We Are
Our Firm
Our Team
Giving Back
Join Our Team
How We Serve
Our Philosophy
Wealth Simplified
Education
Your Rich Life Book
Webinars
Blog Insights
Recommended Readings
Market Commentaries
Blog
Podcast
Get In Touch
Client Login
MySAM
SAM Digital
Fidelity
SAM Retirement Plans
Meet Your Team of Family-Oriented Professionals
CERTIFICATIONS & DESIGNATIONS
Dedicated to continued education and bound by the highest industry standards.
Our team of professionals hold a diverse array of certifications and licenses, including JD, CFP®, CFA®, CPWA®, CIMA®, ChFC®, CDFA®, and DACFP designations.
Jonathan Satovsky
CEO, Chief Behavioral Coach
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Avi Berg
Chief Investment Officer
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Bo Lan
Investment Analyst
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Christine Lucero
Head of Private Wealth, CCO
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Frank Torrone
Wealth Strategist
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Alicia Vignola
Head of Operations
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Read The Latest From our Blog
This one is not to be missed...
Shoshin | Wisdom, Wealth, and Wellness
Posted September 19, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...
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