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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, Our Team, Satovsky Asset Management

Lauren Fisher

Client Service & Event Coordinator

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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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Culture

Posted May 13, 2022
I want to thank everyone who attended our “Taking Stock with SAM” webinar on March 14, where we discussed interest...
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