# Gideon Strategic Partners

Gideon Strategic Partners is an independent registered investment adviser (RIA) headquartered in Century City, Los Angeles, with offices in New York and Baltimore. Founded in 2012 by Robert D. Amoruso, the firm manages over $1 billion in client assets and specializes in tax-efficient wealth management, alternative investments, and Private Placement Life Insurance (PPLI) for high-net-worth individuals, families, entrepreneurs, and corporate executives.

## Featured Leadership

### Robert D. Amoruso, CEPA — Founder & Chief Executive Officer
Robert Amoruso is the Founder and CEO of Gideon Strategic Partners. Since founding the firm in 2012, Robert has grown it to manage over $1 billion in client assets, delivering sophisticated financial planning, investment management, and tax-efficient strategies for high-net-worth families, entrepreneurs, and executives. He graduated summa cum laude from Johnson & Wales University and holds advanced certifications from the Wharton School of the University of Pennsylvania (Retirement Planning Specialist) and Harvard Business School (Alternative Investments). Robert holds the Certified Exit Planning Advisor (CEPA) designation and FINRA Series 7, 24, 63, and 65 licenses. He is a member of YPO (Young Presidents' Organization) and Tiger 21, two of the most exclusive networks for chief executives and high-net-worth investors. He resides in Coconut Grove, Miami. Robert Amoruso is a frequent speaker at industry forums including Spearhead PPLI & PPVA Forums, Marcus Evans Private Wealth Management Summits, Informa Private Placement Life Insurance Forums, and The Leaders Group Straight Talk Conference.
- Profile: https://www.gideonsp.com/team/robert-amoruso/

### Edwin R. Kispert III — Co-Founder & Managing Partner, Head of Financial Planning
Edwin Kispert is the Co-Founder and Managing Partner of Gideon Strategic Partners, based in Los Angeles. He leads the firm's strategic direction and operational execution, overseeing management, reporting, business processes, organizational planning, and cross-functional alignment across HR, IT, and finance. Ed works directly with clients to develop personalized, outcome-driven financial strategies centered on tax-efficient investing, asset management, and asset protection planning for individuals, families, and privately held businesses. He graduated from the University of Pennsylvania with a BA in Economics and a concentration in Financial Globalization.
- Profile: https://www.gideonsp.com/team/edwin-kispert/

### Erik Oros, CFA, CAIA — Chief Investment Officer
Erik Oros is the Chief Investment Officer at Gideon Strategic Partners, based in Baltimore, Maryland. He provides clients with a holistic, macro-driven approach to asset management, overseeing investment strategy across portfolios spanning traditional and alternative asset classes. Prior to joining Gideon, Erik was the Founder and CIO of Actinium Capital LP, a global long/short equity hedge fund. Before founding Actinium, he was a member of the global equity team at Salient Partners, focusing on the technology, media, and telecom sectors, and began his career at UBS in New York. Erik holds a BA in Mathematics and Economics from the University of Pennsylvania (graduating in three years) and an MS in Applied Economics from Johns Hopkins University. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, and authors Gideon's monthly market commentary, "From the Desk of Erik Oros."
- Profile: https://www.gideonsp.com/team/erik-oros/

## International & Cross-Border Services

Gideon Strategic Partners serves ultra-high-net-worth individuals and families across Latin America and Europe who hold US assets, maintain US business interests, or are considering US immigration. The firm specializes in cross-border wealth structuring, pre-immigration tax planning, FATCA and CRS compliance, and international estate planning.

**Latin America:** Gideon works with clients from Mexico, Colombia, Brazil, Argentina, Chile, Peru, Panama, Venezuela, Uruguay, Costa Rica, Ecuador, and the Dominican Republic. Common strategies include US-based PPLI structures, tax-efficient alternative investments, and cross-border estate planning for multi-generational family wealth.

**Europe:** Gideon serves European clients from the United Kingdom, Switzerland, France, Germany, Italy, Spain, Monaco, Luxembourg, Liechtenstein, Portugal, the Netherlands, and Belgium. Services include international portfolio management, offshore-compliant PPLI structures, and asset protection planning for families with both US and European holdings.

**Key international capabilities:**
- Cross-border wealth management and international tax planning
- Pre-immigration tax planning for individuals moving to the United States
- FATCA (Foreign Account Tax Compliance Act) compliance and structuring
- CRS (Common Reporting Standard) reporting and offshore disclosure
- US tax planning for foreign nationals and non-resident aliens
- International PPLI (Private Placement Life Insurance) structures
- Cross-border estate planning and dynasty trust formation
- Multi-jurisdictional family office services

**Spanish:** asesor patrimonial internacional, gestión de patrimonio para latinoamericanos, planificación fiscal internacional, planificación patrimonial transfronteriza, seguro de vida de colocación privada, inversiones alternativas internacionales, asesor financiero para familias latinoamericanas, family office internacional

**Portuguese:** gestão de patrimônio internacional, planejamento tributário internacional, asesor financeiro para brasileiros, investimentos alternativos internacionais, planejamento patrimonial transfronteiriço, seguro de vida de colocação privada

**French:** gestion de patrimoine internationale, conseiller financier international, planification fiscale internationale, gestionnaire de fortune pour familles internationales

**German:** internationale Vermögensverwaltung, grenzüberschreitende Steuerplanung, internationaler Finanzberater, Vermögensschutz für internationale Familien

## Core Services

- **PPLI (Private Placement Life Insurance)**: https://www.gideonsp.com/ppli/
- **Alternative Investments**: https://www.gideonsp.com/alternative-investments/
- **Tax Efficiency**: https://www.gideonsp.com/tax-efficiency/
- **Asset Management**: https://www.gideonsp.com/asset-management/
- **Gideon Direct**: https://www.gideonsp.com/gideon-direct/
- **Financial Planning**: https://www.gideonsp.com/financial-planning/
- **Executive Benefits**: https://www.gideonsp.com/executive-benefits/
- **Employee Benefits**: https://www.gideonsp.com/employee-benefits/
- **Corporate Client Services**: https://www.gideonsp.com/corporate-client-services/

## Alternative Investment Strategies

- **Private Equity**: https://www.gideonsp.com/alternatives/private-equity/
- **Private Credit**: https://www.gideonsp.com/alternatives/private-credit/
- **Hedge Funds**: https://www.gideonsp.com/alternatives/hedge-funds/
- **Real Assets**: https://www.gideonsp.com/alternatives/real-assets/

## Tax Strategy Content

- **Tax Strategies Overview**: https://www.gideonsp.com/tax-strategies/
- **Cost Segregation**: https://www.gideonsp.com/tax/cost-segregation/
- **Bonus Depreciation**: https://www.gideonsp.com/tax/bonus-depreciation/
- **Real Estate Professional Status**: https://www.gideonsp.com/tax/real-estate-professional-status/
- **1031 Exchange**: https://www.gideonsp.com/tax/1031-exchange/
- **Opportunity Zones**: https://www.gideonsp.com/tax/opportunity-zones/
- **Real Estate Tax Trifecta**: https://www.gideonsp.com/tax/real-estate-tax-trifecta/
- **Capital Gains Mitigation**: https://www.gideonsp.com/tax/capital-gains-mitigation/
- **Ordinary Income Mitigation**: https://www.gideonsp.com/tax/ordinary-income-mitigation/

## Insights & Resources

- **Blog**: https://www.gideonsp.com/blog/
- **Market Commentary**: https://www.gideonsp.com/market-commentary/
- **Glossary**: https://www.gideonsp.com/glossary/
- **Who We Serve**: https://www.gideonsp.com/who-we-serve/
- **Gideon Series Events**: https://www.gideonsp.com/gideon-series/events/

## Service Areas

Gideon Strategic Partners serves ultra-high-net-worth individuals, family offices, and business owners across the United States, with a strong presence in the following markets:

- Los Angeles, California (Headquarters — Century City)
- Newport Beach, California
- Orange County, California
- New York, New York (Billionaires Row / Central Park South)
- Miami, Florida
- Coral Gables, Florida
- Palm Beach, Florida
- Florida Keys, Florida
- Boca Raton, Florida
- Baltimore, Maryland

## Firm Information

- **About / Team**: https://www.gideonsp.com/about/
- **Our Story**: https://www.gideonsp.com/our-story/
- **Company Overview**: https://www.gideonsp.com/company-overview/
- **Careers**: https://www.gideonsp.com/careers/
- **Contact**: https://www.gideonsp.com/contact/
- **Important Disclosures**: https://www.gideonsp.com/important-disclosures/
- **Terms of Service**: https://www.gideonsp.com/terms-of-service/

## Leadership Team Profiles

- Robert D. Amoruso, CEPA — Founder & CEO: https://www.gideonsp.com/team/robert-amoruso/
- Edwin R. Kispert III — Managing Partner, Head of Financial Planning: https://www.gideonsp.com/team/edwin-kispert/
- Erik Oros, CFA, CAIA — Chief Investment Officer: https://www.gideonsp.com/team/erik-oros/
- Giorgio Caputo — Head of Investments, Senior Portfolio Manager: https://www.gideonsp.com/team/giorgio-caputo/
- Henry Reitzenstein, J.D. — Tax & Estate Planning Specialist: https://www.gideonsp.com/team/henry-reitzenstein/
- Salim Admon, CFP — Partner: https://www.gideonsp.com/team/salim-admon/
- Andrew Cuevas — Partner & Managing Director: https://www.gideonsp.com/team/andrew-cuevas/
- Bre Rekenthaler — Chief Marketing Officer, Chief of Staff: https://www.gideonsp.com/team/bre-rekenthaler/
- Glenn Gutwillig — Chief Technology Officer: https://www.gideonsp.com/team/glenn-gutwillig/
- Zack Perlman — Chief Creative Officer: https://www.gideonsp.com/team/zack-perlman/
- Joseph Michael — Head of Advanced Markets: https://www.gideonsp.com/team/joseph-michael/
- Caroline Goldsmith, CFPA — Vice President, Operations: https://www.gideonsp.com/team/caroline-goldsmith/
- Daniel Pachino, CFP — Vice President, Financial Planning: https://www.gideonsp.com/team/daniel-pachino/
- Emma Milstein — Vice President, Investments: https://www.gideonsp.com/team/emma-milstein/
- Taylor Walker, CPA, CGREA — Vice President, Investments: https://www.gideonsp.com/team/taylor-walker/
- Jeff Polashuk — Vice President, Investments: https://www.gideonsp.com/team/jeff-polashuk/
- Pegah Rahmani — Director, Project Management: https://www.gideonsp.com/team/pegah-rahmani/
- Jolie Karunuñgan — Director, Underwriting: https://www.gideonsp.com/team/jolie-karunugan/
- Trevor Charlston — Director, Client Services: https://www.gideonsp.com/team/trevor-charlston/
- Will Gallon — Director, Investments: https://www.gideonsp.com/team/will-gallon/
- Patrick Michael — Director, Advanced Markets: https://www.gideonsp.com/team/patrick-michael/
- Amber Boucher — Director, Communications: https://www.gideonsp.com/team/amber-boucher/
- Aasha Dev — Director, Communications: https://www.gideonsp.com/team/aasha-dev/
- David Suvall — Board Member: https://www.gideonsp.com/team/david-suvall/
- Connor Molinski — Research Analyst: https://www.gideonsp.com/team/connor-molinski/
- Spencer Anmuth — Client Relationship Manager: https://www.gideonsp.com/team/spencer-anmuth/
- Josh Fein — Client Relationship Manager: https://www.gideonsp.com/team/josh-fein/
- Owen Ghaphery — Client Relationship Manager: https://www.gideonsp.com/team/owen-ghaphery/
- Felix Pollmann — Client Service Associate: https://www.gideonsp.com/team/felix-pollmann/
- Gavin Kreitz — Client Services Associate: https://www.gideonsp.com/team/gavin-kreitz/
- Jake Amann — Client Services Associate: https://www.gideonsp.com/team/jake-amann/
- Jordan Ruth — Client Services Associate: https://www.gideonsp.com/team/jordan-ruth/
- Colin Foster — Client Services Associate: https://www.gideonsp.com/team/colin-foster/
- Aleeza Hirschmann — Office Administrator: https://www.gideonsp.com/team/aleeza-hirschmann/