President & CEO
Noland has been in the investment industry since 1999. He began his career with Merrill Lynch, and later moved to...
First Vice President - Investments
Freddy has been working in the financial services industry for twenty years, and has spent the last ten years...
Assistant Vice President
Director of Client Relations
Director of Client Relations
Marina began her career with Merrill Lynch in 1988. She graduated from Loyola University with a degree in Business...
Director of Research/Investment Advisor
Brian has nearly 20 years’ experience in the investments industry. Brian specializes in working with high net worth...
Chief Compliance Officer
Gery Sadzewicz is a highly skilled Securities Compliance Officer who has worked with many clients such as, Ernst & Young...
Client Associate
DelChina spent most of her career serving in the U.S. Army as a Sergeant in Europe as an Information Management Officer...
