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

, Our Team, Satovsky Asset Management

Bo Lan

Investment Analyst

, Our Team, Satovsky Asset Management

Jacquelyn Espinal

Executive Administrative Assistant

, Our Team, Satovsky Asset Management

Cade McNaughton

Client Service Associate

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

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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...

The Good Life | Wisdom, Wealth, and Wellness

Posted February 12, 2024
Good morning, this is Jonathan Satovsky of Satovsky Asset Management and on today’s episode of “Seeking Wisdom, Wealth and Wellness...