TEAM
Work Together. Win Together.
We are a dynamic and passionate group of professionals who thrive on providing clients with individualized and unique lifetime wealth and business solutions.
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- Executive Leadership
- Wealth Management
- Business Advisory Services
- Asset Management
- Operations
OSMAN MINKARA
Managing Principal
KENNETH CHAPUT
Managing Director,
Compliance & Operations
YUSUF HAI
Managing Director,
Business Advisory Services
BRIAN LASHER
Vice President,
Asset Management
GUS MATTIA
Vice President,
Controller
JILL GLINKA
Human Resources Manager
MARTIN SWIECKI, CFP®, CLU
Senior Wealth Manager
ELDIN FOCO, CRC®
Senior Wealth Manager
ERIC T. PRATT
Research & Trading Associate
WILLIAM WALSH
Operations Manager
TIMOTHY ABRAHIEM
Analyst
MARY A. BROUSSEAU
Executive Assistant
NOAH DALALY
Client Support Specialist
HAMZA RANGWALA
Client Support Specialist
IDRIS AFIQ
Accountant
HEATHER WEINTRAUB
Operations/Compliance Coordinator