Meet the team

Our story

Our experience over the last 20 years inspired us to think about the type of service we would like to see and informed the way we think about the future of finance.


The wealth management industry is undergoing massive change, and we are poised to navigate the emerging landscape. Together we have 70 years of capital markets under our belts and will merge the greatest of our strengths including trading expertise, market knowledge, and diligent relationship management to offer the best investment experience available.