Our Team
We provide professional and reliable services to meet all of your needs. Our team of experts are highly.
Sophia Martinez
Chief Executive Officer
Sophia Martinez
Chief Executive Officer
Sophia Martinez
Chief Executive Officer
David Chen
Chief Financial Officer
David Chen
Chief Financial Officer
David Chen
Chief Financial Officer
Amara Patel
Head of Wealth Management
Amara Patel
Head of Wealth Management
Amara Patel
Head of Wealth Management
James Osei
Director of Risk & Compliance
James Osei
Director of Risk & Compliance
James Osei
Director of Risk & Compliance
Lily Thompson
Senior Investment Strategist
Lily Thompson
Senior Investment Strategist
Lily Thompson
Senior Investment Strategist
Michael Johnson
Chief Technology Officer
Michael Johnson
Chief Technology Officer
Michael Johnson
Chief Technology Officer
Emily Warner
Director of Client Relations
Emily Warner
Director of Client Relations
Emily Warner
Director of Client Relations
Sophie Maxwell
Head of Corporate Strategy
Sophie Maxwell
Head of Corporate Strategy
Sophie Maxwell
Head of Corporate Strategy
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©2023 All Right Reserved
©2023 All Right Reserved