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

Jonathan Satovsky

CEO, Chief Behavioral Coach

, Our Team, Satovsky Asset Management

Avi Berg

Chief Investment Officer

Christine Lucero

Christine Lucero

Head of Private Wealth, CCO

Alicia Vignola

Alicia Vignola

Head of Operations

Frank Torrone

Frank Torrone

Wealth Strategist

Bo Lan CFA® Investment Analyst Satovsky Asset Management

Bo Lan

Investment Analyst

Jacquelyn Espinal Executive Administrative Assistant Satovsky Asset Management

Jacquelyn Espinal

Executive Administrative Assistant

Cade McNaughton Client Service Associate Satovsky Asset management

Cade McNaughton

Client Service Associate

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

Tune In

The Wisdom, Wealth, and Wellness Podcast Is Here!

Join Jonathan and his guests as they discuss how to overcome the behavioral biases and blind spots that hold us back.

New episodes drop every other Tuesday on your favorite streaming platform.

Read The Latest From our Blog

This one is not to be missed...

Concentration vs. Diversification | Wisdom, Wealth, and Wellness

Posted February 22, 2024
Concentration versus diversification. You concentrate to get rich, you diversify to stay rich. This is Jonathan Satovsky of Satovsky Asset...