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
Daniel Thalji

Daniel Thalji

Head of Wealth Strategy
Babak Zadeh

Babak Zadeh

Financial Advisor & Senior Relationship Manager
Chester

Chester Vann Cortado

Investments Task Coordinator
Holly Thompson

Holly Thompson

Wealth Strategist

Jeffrie Erandio

Investment Administrator

Kristel Zhoe Alla

Wealth Administrator

Nelson Loyola-Silva

Senior Wealth Strategist
Nica

Nica Manalang

Wealth Administrator