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

CEO, Chief Behavioral Coach

Avi Berg

Chief Investment Officer

Christine Lucero

Head of Private Wealth, CCO

Frank Torrone

Senior Wealth Strategist

Bo Lan

Investment Analyst

Jacquelyn Espinal

Executive Administrative Assistant

Cade McNaughton

Client Service Associate

Sherri Lancaster

Client Service Manager

Benjamin Kinsella

Associate Wealth Strategist

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

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Read The Latest From our Blog

This one is not to be missed...

The Power of Incentives | Wisdom, Wealth, and Wellness

Posted November 20, 2024

In this reflective piece, Jonathan Satovsky shares insights from his experience at Ireland’s Kilkenomics – The World’s First Economics and...