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Comprehensive family office services designed to manage wealth from a 360-degree perspective.
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Stephen P. Lack
Founder & Managing Partner & CIO
Stephen P. Lack
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Wesley Kubesch
Partner & Director of Research & Portfolio Manager
Sigita Burchfield
Partner & Controller
Jackie Zhuang
Partner & Controller
Waleed K. Alasfoor
Strategic Partner, MENA Region
Richard Harris
Strategic Partner, Dubai
Wael Salam
Strategic Partner, USA
Jonathan Lack
Director of Strategic Partnerships
Chad Estep
Partner, Chief Compliance Officer
Alexander Keller
Director, Investments
Nolan Gladieux
Director - Investment Research
Carrie Faulkner
Senior Client Service Associate, Personal CFO Services
Craig Cardwell
Partner, Regional CFO
Robin Skeen
Associate Partner, Head Of Personal CFO Services
Kelly Murray
Head Of Talent Attraction & Acquisition
Alfredo la Rosa
Partner, Wealth Advisor
Cfa® Carmen A. Iamandii Cfp®
Associate Partner & Wealth Advisor
Larry Nakamura
Vice President Compliance
Rachel Lim
VP Of Digital Marketing
Erinn Lott
Director Of Operations
Marissa Oyervides
Director Of Operations
Cpwa® Joe Zuccaro
Associate Partner
Austin Starling
Analyst
Dylan McGuire
Sr. Data & Reporting Specialist
Erika Tremper
Data Management & Technology Specialist
Jillian Dotterweich
Data & Reporting Specialist
Jim Rhea
I.t. Support Specialist
Joseph Moffitt
Sr. Operations Specialist
Kaia Liu
Data Management Specialist
Niket Shah
Analyst
Osvaldo Mendoza
Wealth Management Analyst
Sam Onstead
Wealth Analyst
Zachary T.
Senior Analyst
Stela Kerri
Client Service Associate/onboarding Specialist
