Our people

Our team is made up of passionate individuals with diverse expertise working together to deliver strategies that fast-track your financial success.

All
Babak Zadeh

Babak Zadeh

Financial Advisor & Senior Relationship Manager
Daniel Thalji

Daniel Thalji

Head of Wealth Strategy
Nelson Loyola Silva

Nelson Loyola-Silva

Senior Wealth Strategist
Rocco Marrapodi

Rocco Marrapodi

Wealth Strategist