Our Expert
Investment Advisors

Meet our expert investment advisors with decades of combined experience. Our experts are committed to upholding the highest standards of integrity, transparency, and client service.

Mark Friedenthal

Ryan Wheeler, CFA

Chief Investment Officer

Claudia Saia, CFA

Director of Operations and Client Services

Charlie Sinha

Junior Portfolio Manager

Jack Goodman, Esq.

Client Relationship Manager

Dan Reichman, CFA

Investment Advisor Representative