Broker Check

Our Team

Our investment team averages over 27 years of experience as Investment Advisors.

John Goldberg, CFA

John is the firm’s Chief Investment Officer. He has over 30 years’ experience managing portfolios for institutions, mutual funds, nonprofit organizations and individual investors. John began his research career in 1992 in...

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Sandy Lowengart

Sandy is a seasoned veteran of the Investment Management industry - with over 33 years of experience counseling families on preserving and growing their wealth. As a fiduciary to the firm’s clients, he is passionate about...

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Paul Evans, CFA

Paul began his carreer in investment management 40 years ago with S.G. Warburg

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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...

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