The Firm
Built for the complexity of exceptional wealth.
Since 2012, Gideon Strategic Partners has been committed to helping design and deliver successful customized programs for high-net-worth individuals and companies.
Our principals
One mandate, carried across generations.
Gideon's principals bring institutional expertise from Goldman Sachs, Morgan Stanley, and leading boutique advisory practices — dedicated to a single mandate: building structures that endure across generations.
Foundation
Our Four Pillars
Fiduciary Duty
Legally and morally bound to act solely in clients' best interests — unvarnished, objective advice with no product quotas or hidden incentives.
Technical Depth
Wealth preservation is an engineering problem. Gideon excels in the intricate details of tax code, trust law, and institutional finance.
Absolute Discretion
Prominent figures require total anonymity. Strict security and privacy protocols govern every client engagement.
Architectural Approach
Before selecting investments, Gideon constructs the robust legal and tax chassis necessary to support generational wealth.
The Team
Leadership Team
Leadership
11 members
Robert D. Amoruso
Chief Executive Officer, CEPA
Miami, FL
Edwin R. Kispert III
Managing Partner, Head of Financial Planning
Los Angeles, CA
Erik Oros, CFA, CAIA
Chief Investment Officer
Baltimore, MD
Giorgio Caputo
Head of Investments, Senior Portfolio Manager
New York, NY
Joseph Michael
Head of Advanced Markets
New York, NY
Henry Reitzenstein, J.D
Tax & Estate Planning
Los Angeles, CA
Andrew Cuevas
Partner & Managing Director
Los Angeles, CA
Salim Admon, CFP®
Partner
Los Angeles, CA
Glenn Gutwillig
Chief Technology Officer
New York, NY
Bre Rekenthaler
Chief Marketing Officer, COS
Los Angeles, CA
Zack Perlman
Chief Creative Officer
Los Angeles, CA
Vice Presidents
05 members
Directors & Senior Staff
06 members
Client Services
09 members
Aleeza Hirschmann
Office Administrator
Los Angeles, CA
Spencer Anmuth
Client Relationship Manager
New York, NY
Josh Fein
Client Relationship Manager
Baltimore, MD
Owen Ghaphery
Client Relationship Manager
New York, NY
Felix Pollmann
Client Service Associate
New York, NY
Gavin Kreitz
Client Services Associate
Baltimore, MD
Jake Amann
Client Services Associate
Baltimore, MD
Jordan Ruth
Client Services Associate
Baltimore, MD
Colin Foster
Client Services Associate
Los Angeles, CA
Professional Affiliations
- Society of Financial Service Professionals
- AALU Network
- COLI / BOLI Council
Next step
Speak with a Principal Advisor
Schedule a confidential consultation with Gideon's advisory team to discuss how PPLI and alternative investments can enhance your portfolio's tax efficiency.
Schedule a Consultation