Our Team
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Partners

Partners

Senior Executive Leadership Team

Responsible for major decision-making, setting strategic directions, and often play a crucial role in client relations and business development.

Senior Advisors

Senior Advisors

Primary or Servicing Advisor

Experienced professional who provide expert advice and guidance. Processing a wealth of industry expertise, tasked with strategic insights and solutions to complex problems. A great relationship manager.

Junior Advisors

Junior Advisors

Secondary or Writing Advisor

Assists with research, analysis, and preparation of reports, presentations, and reviews. Also highly involved if needed in client interactions under the guidance of the primary advisor.

Client Service Administrators (CSA)

Client Service Administrators (CSA)

Admin and Service Team

Responsible for managing and maintaining the relationship between the firm and its clients. They handle the client inquiries, coordinate meetings and events, manage client accounts, and ensure that clients receive high-quality service.

Compliance Team

Compliance Team

Ensures that the firm adheres to legal standards and internal policies.

They are responsible for monitoring operations, conducting audits, and addressing compliance issues. They play a critical role in risk management and maintaining the integrity of the company's operations.

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