Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Team
Research
Gene Goldman, CFA
Chief Investment Officer & Director of Research
Hristo Stefanov, CFA, CAIA
Investment Director
Richard Anderson
Investment Director
Shannon Otterbeck
Director, Research Strategy and Development
Collin Martin, CFA
Market Strategist
Milton Hadinoto,
CFA Senior Investment Analyst
Vaishali Kothari
Senior Investment Analyst
Edgar “EJ” Vincente
Analyst
Brian Klimke, CFA
Investment Director
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.