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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®, RMA® and DACFP designations.

Jonathan Satovsky

Jonathan Satovsky

CEO, Chief Behavioral Coach

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, Our Team, Satovsky Asset Management

Avi Berg

CIO | COO

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Christine Lucero

Christine Lucero

Head of Private Wealth, CCO

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Frank Torrone

Frank Torrone

Senior Wealth Strategist

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Bo Lan CFA® Investment Analyst Satovsky Asset Management

Bo Lan

Investment Analyst

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Jacquelyn Espinal Executive Administrative Assistant Satovsky Asset Management

Jacquelyn Espinal

Executive Administrative Assistant

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Cade McNaughton Client Service Associate Satovsky Asset management

Cade McNaughton

Client Service Associate

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Photo of Satovsky employee Sherri Lancaster

Sherri Lancaster

Client Service Manager

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Photo of Satovsky employee Benjamin Kinsella

Benjamin Kinsella

Associate Wealth Strategist

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Staff member Adam Jonah

Adam Jonah

Tech Strategist / Engineer

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149 Spring Street, 4th Floor, New York, NY 10012
(212) 584-1900

© 2025 SATOVSKY ASSET MANAGEMENT | PRIVACY POLICY | FORM CRS | TERMS OF USE/DISCLAIMERS
NOT FDIC INSURED. NOT BANK GUARANTEED | MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL | NOT INSURED BY ANY STATE OR FEDERAL AGENCY

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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.

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Read The Latest From our Blog

This one is not to be missed...

NVIDIA

Posted June 9, 2025
Reflecting on NVIDIA’s remarkable journey, it’s clear that visionary leadership and a focus on progress are crucial for success. Jensen...
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