Meet the team

Co-Founder
Managing Partner
Senior Wealth Manager
Co-Founder
Managing Partner
Senior Wealth Manager
Partner
Chief Technology Officer
Partner
Senior Wealth Manager
Partner
Senior Wealth Manager
Partner
Senior Wealth Manager
Partner
Senior Wealth Manager
Partner
Head of Advanced Planning
Head of MASECO Institutional
Chief Investment Officer
Head of Finance
Head of Legal and Compliance
Senior Wealth Manager
Senior Wealth Manager
Senior Wealth Manager
Senior Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager
Wealth Manager
Senior Wealth Executive
Senior Wealth Executive
Senior Wealth Planner
Senior Wealth Planner
Senior Wealth Planner