Our people

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

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Abigail Regala

Wealth Administrator

Babak Zadeh

Financial Advisor & Senior Relationship Manager

Chester Vann Cortado

Wealth Administrator

Daniel Thalji

Head of Wealth Strategy

Jeffrie Erandio

Investment Administrator

Nelson Loyola-Silva

Senior Wealth Strategist

Nica Manalang

Wealth Administrator

Rocco Marrapodi

Wealth Strategist

Property-based wealth strategies
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