Meet the Team

Seasoned, multi-disciplinary professionals that care.

Sam Younès, MA, MBA, CFA

President & Chief Executive Officer

Portfolio Manager

Senior Advisor

Wealth Management

Director

Finance & Information Technology

Portfolio Manager

Investments

Portfolio Manager

Investments

Wealth Manager

Wealth Management

Senior Analyst

Investments

Senior Analyst

Wealth Management

Analyst

Wealth Management

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.