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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®, RMA® and DACFP designations.

Jonathan Satovsky

Jonathan Satovsky

CEO, Chief Behavioral Coach

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, Our Team, Satovsky Asset Management

Avi Berg

Chief Investment Officer

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Christine Lucero

Christine Lucero

Head of Private Wealth, CCO

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Frank Torrone

Frank Torrone

Senior Wealth Strategist

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Bo Lan CFA® Investment Analyst Satovsky Asset Management

Bo Lan

Investment Analyst

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Jacquelyn Espinal Executive Administrative Assistant Satovsky Asset Management

Jacquelyn Espinal

Executive Administrative Assistant

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Cade McNaughton Client Service Associate Satovsky Asset management

Cade McNaughton

Client Service Associate

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, Our Team, Satovsky Asset Management

Sherri Lancaster

Client Service Manager

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, Our Team, Satovsky Asset Management

Benjamin Kinsella

Associate Wealth Strategist

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Adam Jonah

Tech Strategist / Engineer

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

© 2024 SATOVSKY ASSET MANAGEMENT | PRIVACY POLICY | FORM CRS | TERMS OF USE/DISCLAIMERS
NOT FDIC INSURED. NOT BANK GUARANTEED | MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL | NOT INSURED BY ANY STATE OR FEDERAL AGENCY

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Join Jonathan and his guests as they discuss how to overcome the behavioral biases and blind spots that hold us back.

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Read The Latest From our Blog

This one is not to be missed...

Promoters. Promotion. Advertising | Jonathan Satovsky

Posted March 24, 2025
In this episode, I dive into the powerful influence that promotion, advertising, and marketing can have on our financial decision-making....
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