Team

Diverse clients call for a diverse team. Our team members hail from three continents and have lived and studied around the world. We represent many different cultural backgrounds and ages (across six decades, in fact). Our team of financial professionals has over 150 years of combined experience working with complex financial matters.

As diverse a team as we are, we are unified in our fundamental approach to wealth management: to offer objective investment advice coupled with a sound financial plan that can better address our clients’ goals. You will receive personalized guidance from your wealth advisor with only your best interest in mind.

 
Tony DuBose

Tony DuBose, AIF®

Managing Principal

Joel Palatnik

Joel Palatnik

Managing Director

Greg Reymann

Greg Reymann

Chief Compliance Officer / Administrative Counsel

Neelie Sacharow

Neelie Sacharow

Wealth Advisor

Marco Bohorquez

Marco Bohorquez

Wealth Advisor

Nuri Rubenstein

Nuri Rubenstein

Associate Wealth Advisor

Margarita  Dominguez

Margarita Dominguez

Compliance and Operations Manager

Andrea Malecki

Andrea Malecki

Client Services Supervisor

Juan Canas

Juan Canas

Client Service Associate