Meet your dedicated crew.
We’re anchored by a deep, unwavering commitment to our clients. From clear, consistent communication to reliable, personalized service, we take the time to understand your needs and serve you with those requirements in mind. You can always count on us to prioritize our relationships, provide guidance and act in your best interest.
Leadership
M. Brent Wertz
Managing Partner
David Jang, CTP
Managing Partner
Frederick Berretta
Managing Director of Business Development
Ken Couch
Director of Texas Business Development and Client Advisory Services
Dominick Cristofaro
Director, Client Advisory Services
Liz Gonzalez
Director of Reporting
Jeff Harvey
Director of RIA Operations
Suanne C. Lee
Director, Administration and Finance
Ed Polansky
Director of Client Services
Benjamin Streed, CFA
Chief Investment Officer
Executive Team
Frederick Berretta
Managing Director of Business Development
Jeff Harvey
Director of RIA Operations
David Jang, CTP
Managing Partner
Benjamin Streed, CFA
Chief Investment Officer
M. Brent Wertz
Managing Partner
Finance, Administration & Operations
Liz Albert-Ramos
Administrative Assistant
Tim Bafaloukos
Business Analyst
Liz Gonzalez
Director of Reporting
Jeff Harvey
Director of RIA Operations
Courtney Hislop
Senior Reporting Analyst
Suanne C. Lee
Director, Administration and Finance
Vito Resciniti
Market Strategist and Research Analyst
Connie Viado
Compliance Analyst / Executive Assistant
Portfolio Management & Client Advisory
Dominick Cristofaro
Director, Client Advisory Services
Dan Marro, CFA
Portfolio Manager
Vito Resciniti
Market Strategist and Research Analyst
John Scott
Client Advisory Associate
Benjamin Streed, CFA
Chief Investment Officer
Business Development & Client Services
Frederick Berretta
Managing Director of Business Development
Ken Couch
Director of Texas Business Development and Client Advisory Services
Ed Polansky
Director of Client Services
Grant Presson
Client Service Associate