Work With an Advisor
that Does What They're Advising
Jay Winship, CFA, CPA
FOUNDER & MANAGING PARTNER
Jay Winship, CFA, CPA
FOUNDER & MANAGING PARTNER
Michael Licosati
CO-FOUNDER & MANAGING PARTNER
Michael Licosati
CO-FOUNDER & MANAGING PARTNER
Jay Sitlani, CFA, CPA
CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER
Jay Sitlani, CFA, CPA
CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER
Brandon Healy, CFP®, CPWA, CIMA
DIRECTOR OF WEALTH MANAGEMENT
Brandon Healy, CFP®, CPWA, CIMA
DIRECTOR OF WEALTH MANAGEMENT
Tim Nyland, CFA
DIRECTOR OF RESEARCH
Tim Nyland, CFA
DIRECTOR OF RESEARCH
Kyle Spiewak, CPA
DIRECTOR OF TAX
Kyle Spiewak, CPA
DIRECTOR OF TAX
Mariela Velasquez
OPERATIONS MANAGER & EXECUTIVE ASSISTANT
Mariela Velasquez
OPERATIONS MANAGER & EXECUTIVE ASSISTANT
Gabby Benavides
SENIOR CLIENT SERVICES ASSOCIATE
Gabby Benavides
SENIOR CLIENT SERVICES ASSOCIATE
Grace Hansen
CLIENT SERVICES ASSOCIATE
Grace Hansen
CLIENT SERVICES ASSOCIATE
Maria Pascua
FUND OPERATIONS ANALYST
Maria Pascua
FUND OPERATIONS ANALYST
Ian Dryer
FINANCIAL ANALYST
Ian Dryer
FINANCIAL ANALYST
Jay Winship, CFA, CPA
FOUNDER & MANAGING PARTNER
Michael Licosati
CO-FOUNDER & MANAGING PARTNER
Jay Sitlani, CFA, CPA
CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER
Brandon Healy, CFP®, CPWA, CIMA
DIRECTOR OF WEALTH MANAGEMENT
Tim Nyland, CFA
DIRECTOR OF RESEARCH
Kyle Spiewak, CPA
DIRECTOR OF TAX
Mariela Velasquez
OPERATIONS MANAGER & EXECUTIVE ASSISTANT
Gabby Benavides
SENIOR CLIENT SERVICES ASSOCIATE
Grace Hansen
CLIENT SERVICES ASSOCIATE
Maria Pascua
FUND OPERATIONS ANALYST
Ian Dryer
FINANCIAL ANALYST