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.
- View All
- 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
Head of Investment Strategy and Lead Advisor
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
Head of Research & Trade Execution
TIMOTHY ABRAHIEM
Associate
KELLY ROWE
Operations Specialist
HAMZA RANGWALA
Client Support Specialist
IDRIS AFIQ
Accountant
HEATHER WEINTRAUB
Operations/Compliance Coordinator
LANA HURLEY
Operations Manager