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

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, Our Team, Satovsky Asset Management

Avi Berg

Chief Investment Officer

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Bo Lan

Bo Lan

Investment Analyst

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Christine Lucero

Christine Lucero

Head of Private Wealth, CCO

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Frank Torrone

Frank Torrone

Wealth Strategist

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Alicia Vignola

Alicia Vignola

Head of Operations

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(212) 584-1900

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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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