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
Abigail

Abigail Regala

Wealth Administrator
Babak Zadeh

Babak Zadeh

Financial Advisor & Senior Relationship Manager
Chester

Chester Vann Cortado

Wealth Administrator

Jeffrie Erandio

Investment Administrator
Holly Thompson

Holly Thompson

Wealth Strategist

Nelson Loyola-Silva

Senior Wealth Strategist
Nica

Nica Manalang

Wealth Administrator
Rocco Marrapodi

Rocco Marrapodi

Wealth Strategist