Meet the Team

Seasoned, multi-disciplinary professionals that care.

Sam Younès, MA, MBA, CFA

President & Chief Executive Officer

Portfolio Manager

Vice President, Client Advisor

Director, Finance & Information Technology

Director, Investments

Portfolio Manager

Associate Director, Investments

Portfolio Manager

Director, Client Services

Senior Analyst, Investments

Senior Analyst, Client Services

Executive Assistant

Portfolio Administrator

Investment Operations

Consultant

Health and Fitness Coach

Advisory Board Member

Personal & Professional Development

Advisory Board Member

Investment Committee Member

We offer discreet, personal consultations & introductions with clients & business partners—online and in person.