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Our Team דף משוכפל

Meet our team of experts

Leadership

Benjamin Altman, CFP®

קרא עוד על Benjamin Altman, CFP®Benjamin Altman, CFP®

CEO and Chief Investment Officer
Sheldon “Shelly” Altman, BSME, MBA, CIMA®, Emeritus

קרא עוד על Sheldon “Shelly” Altman, BSME, MBA, CIMA®, EmeritusSheldon “Shelly” Altman, BSME, MBA, CIMA®, Emeritus

Chairman
Anthony Craven

קרא עוד על Anthony CravenAnthony Craven

Senior Family Office Associate, Director of Service & Administration
Michael Santarelli, MBA, CIMA®

קרא עוד על Michael Santarelli, MBA, CIMA®Michael Santarelli, MBA, CIMA®

Managing Partner and Senior Portfolio Manager
Amy Weigand, CFA®

קרא עוד על Amy Weigand, CFA®Amy Weigand, CFA®

Director of Asset Management & Portfolio Manager

Asset Management

Benjamin Altman, CFP®

קרא עוד על Benjamin Altman, CFP®Benjamin Altman, CFP®

CEO and Chief Investment Officer
Sheldon “Shelly” Altman, BSME, MBA, CIMA®, Emeritus

קרא עוד על Sheldon “Shelly” Altman, BSME, MBA, CIMA®, EmeritusSheldon “Shelly” Altman, BSME, MBA, CIMA®, Emeritus

Chairman
George Rudawski, MSFE, MBA, CFA®, AWMA®

קרא עוד על George Rudawski, MSFE, MBA, CFA®, AWMA®George Rudawski, MSFE, MBA, CFA®, AWMA®

Partner and Senior Portfolio Manager
Michael Santarelli, MBA, CIMA®

קרא עוד על Michael Santarelli, MBA, CIMA®Michael Santarelli, MBA, CIMA®

Managing Partner and Senior Portfolio Manager
Amy Weigand, CFA®

קרא עוד על Amy Weigand, CFA®Amy Weigand, CFA®

Director of Asset Management & Portfolio Manager

Family Office

Benjamin Altman, CFP®

קרא עוד על Benjamin Altman, CFP®Benjamin Altman, CFP®

CEO and Chief Investment Officer
Anthony Craven

קרא עוד על Anthony CravenAnthony Craven

Senior Family Office Associate, Director of Service & Administration
Philip Gordon, PhD, AIF®

קרא עוד על Philip Gordon, PhD, AIF®Philip Gordon, PhD, AIF®

Advisor
Elizabeth Kidd

קרא עוד על Elizabeth KiddElizabeth Kidd

Family Office Associate
Franca Ovando

קרא עוד על Franca OvandoFranca Ovando

Operations Coordinator
George Rudawski, MSFE, MBA, CFA®

קרא עוד על George Rudawski, MSFE, MBA, CFA®George Rudawski, MSFE, MBA, CFA®

Partner and Senior Portfolio Manager
Ryan Safko, CFP®, CIMA®, AWMA®

קרא עוד על Ryan Safko, CFP®, CIMA®, AWMA®Ryan Safko, CFP®, CIMA®, AWMA®

Advisor and Family Office Planner