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, Investment Operations

Director, Client Services

Associate Director, Wealth Architecture

Analyst, Wealth Architecture

Consultant Lawyer, Compliance & Legal Affairs

Consultant, Personal & Professional Development

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