CEO & Founder
Lumida Wealth

Senior Vice President, Wealth Advisor
The Stiefel Team, Neuberger Berman

Director - Business Development
Dime Private and Commercial Banking

Director, Product - Fund Services
STP Investment Services

Head of Operations
Talpion Fund Management

Co-CEO & Co-Founder
Uncorrelated Alts

Co-Founder & Managing Partner
EFSI

Co-Founder & President
Inti Advisors