Work With an Advisor
that Does What They're Advising

Speak With Our Team

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

Cole Winship

Analyst

Cole Winship

Analyst

Ian Dryer

Financial Analyst

Ian Dryer

Financial Analyst

Mariela Velasquez

Operations Manager & Executive Assistant

Mariela Velasquez

Operations Manager & Executive Assistant

Maria Pascua

Fund Operations Analyst

Maria Pascua

Fund Operations Analyst

Gabby Benavides

Senior Client Services Associate

Gabby Benavides

Senior Client Services Associate

Kyle Spiewak, CPA 

Director of Tax

Kyle Spiewak, CPA 

Director of Tax

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