Meet Our Team
We're proud to introduce a selection of the talented people who help drive our company forward
While this isn't our full team, these are some of the faces you'll work with most closely. Behind the scenes, many more dedicated specialists contribute to delivering the quality and service you expect from us.
Milan Shah
Head of Financial Advisory Services
Avraham Bental
Trading Strategist
Natalie Petrova
Financial Planning Specialist
Franklin Solomons
Financial Consultant
Talia Crestwood
Junior Financial Advisor
Malik Thompson
Senior Account Manager
Mika Johnson
Sales Account Manager
Ivana Molnar
Customer Service Consultant
Nick Harrison
IT Infrastructure Specialist
Katarina Urban
Client Support Coordinator