John Goldberg, CFA
John is the firm’s Chief Investment Officer. He has over 20 years’ experience managing portfolios for institutions, mutual funds, nonprofit organizations and individual investors. John began his research career in 1992 in...
Sandy Lowengart
Sandy is a seasoned veteran of the Investment Management industry with over 29 years of experience counseling families on preserving and growing their wealth. As a fiduciary to the firm’s clients, he is passionate about...
Graham Goldberg, CFP, CFA
Graham has over 25 years’ experience in capital markets. He began his career with Bank of America managing investments received through on loan restructurings and bankruptcy reorganizations. After Bank of America Graham joined...
Marshall White, CFP
John Mayerhofer, CPA, PFS
John has nearly 40 years of experience in the financial services industry. He has a particular interest in helping seniors plan for and enjoy their retirement years while assuring that they will not outlive their financial resources....