Robert D. Amoruso
Chief Executive Officer
Los Angeles, CA
Edwin R. Kispert III
Managing Partner
Los Angeles, CA
Erik Oros, CFA, CAIA
Chief Investment Officer, CFA, CAIA
Baltimore, MD
Giorgio Caputo
Senior Portfolio Manager
New York, NY
Andrew Cuevas
Partner
Los Angeles, CA
Salim Admon, CFP
Partner
Los Angeles, CA
Patrick Norton
Partner
Los Angeles, CA
Henry Reitzenstein, J.D
Tax and Estate Planning
Los Angeles, CA
Joseph Michael
Head of Advanced Markets
New York, NY
Bre Rekenthaler
Chief Marketing Officer
Los Angeles, CA
Zack Perlman
Chief Creative Officer
Los Angeles, CA
Caroline Goldsmith
VP, Operations
Los Angeles, CA
Daniel Pachino
VP, Financial Planning
Manhattan, NY
Travis Pollard
Vice President
Los Angeles, CA
Pegah Rahmani
Director, Project Management
Los Angeles, CA
Jolie Karunuñgan
Director, Underwriting
Los Angeles, CA
Trevor Charlston
Director, Client Services
Los Angeles, CA
Emma Milstein
Director, Client Services
Manhattan, NY
Jake Vall-llobera
Director, Investments
Baltimore, MD
Amber Boucher
Director, Communications
Newport Beach, CA
Lydia Scafidi
Director, Communications
Los Angeles, CA
Brett Byrd
Senior Compliance Consultant
Los Angeles, CA
Peter Getz
Board Member
New York, NY
David Suvall
Board Member
Los Angeles, CA
Josh Fein
Client Service Associate
Baltimore, MD
Wyatt Chase
Client Service Associate
Los Angeles, CA
Spencer Anmuth
Client Service Associate
Los Angeles, CA
Nick Martini
Client Service Associate
Los Angeles, CA
Owen Ghaphery
Client Service Associate
Los Angeles, CA
Will Gallon
Investment Analyst
Los Angeles, CA
