Robert D. Amoruso
Chief Executive Officer
Miami, FL
Edwin R. Kispert III
Managing Partner
Los Angeles, CA
Erik Oros, CFA, CAIA
Chief Investment Officer, CFA, CAIA
Baltimore, MD
Giorgio Caputo
Senior Portfolio Manager
New York, NY
Andrew Cuevas
Partner
Los Angeles, CA
Salim Admon, CFP
Partner
Los Angeles, CA
Patrick Norton
Partner
Los Angeles, CA
Henry Reitzenstein, J.D
Tax and Estate Planning
Los Angeles, CA
Joseph Michael
Head of Advanced Markets
New York, NY
Bre Rekenthaler
Chief Marketing Officer
Los Angeles, CA
Glenn Gutwillig
Chief Technology Officer
New York, NY
Caroline Goldsmith
VP, Operations
Los Angeles, CA
Taylor Walker
VP, Investments
Los Angeles, CA
Daniel Pachino
VP, Financial Planning
New York, NY
Travis Pollard
VP, Investments
Los Angeles, CA
Pegah Rahmani
Director, Project Management
Los Angeles, CA
Jolie Karunuñgan
Director, Underwriting
Los Angeles, CA
Trevor Charlston
Director, Client Services
Los Angeles, CA
Emma Milstein
Director, Investments
New York, NY
Patrick Michael
Director, Advanced Markets
New York, NY
Amber Boucher
Director, Communications
Los Angeles, CA
David Suvall
Board Member
Los Angeles, CA
Zack Perlman
Chief Creative Officer
Los Angeles, CA
Brett Byrd
Senior Compliance Consultant
Los Angeles, CA
Josh Fein
Client Service Associate
Baltimore, MD
James Parmelee
Client Service Associate
Los Angeles, CA
Wyatt Chase
Client Service Associate
Los Angeles, CA
Spencer Anmuth
Client Service Associate
New York, NY
