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®, CPWA®, CIMA®, and ChFC® designations.

Jonathan Satovsky

CEO, Chief Behavioral Coach

Avi Berg

Chief Investment Officer

Gary Davis, Jr.

Chief Operating Officer

Lauren Fisher

Client Service & Event Coordinator

Bo Lan

Investment Analyst

Christine Lucero

Head of Private Wealth, CCO

Frank Torrone

Wealth Strategist

Alicia Vignola

Head of Operations

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

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