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

, Our Team, Satovsky Asset Management

Lauren Fisher

Client Service & Event Coordinator

Bo Lan

Bo Lan

Investment Analyst

Christine Lucero

Christine Lucero

Head of Private Wealth, CCO

Frank Torrone

Frank Torrone

Wealth Strategist

Alicia Vignola

Alicia Vignola

Head of Operations

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

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Read The Latest From our Blog

This one is not to be missed...

Ranges | Wisdom, Wealth, and Wellness

Posted August 10, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...