Skip to the content
Client Login
Black Diamond
Pershing Advisor Solutions
Charles Schwab
Our Approach
Who We Serve
Overview
Individuals & Families
Businesses
Nonprofit Organizations
Asset Management
Company
Overview
Team
Career Opportunities
Insights
Contact
Meet the Team
Nicholas V. Ventura, CPWA
®
Founding Partner / Chief Executive Officer
Read Bio
Dan McElwee, CFP
®
, MBA
Partner / Chief Operating Officer
Read Bio
Tom Cahill, CFA
®
, CMT
®
Partner / Chief Investment Officer
Read Bio
Roger Klein, PhD
Senior Economist and Wealth Manager
Read Bio
Mary Marciante
Chief Administrative Officer
Read Bio
Bill Purdy, CFP
®
Wealth Manager
Read Bio
Morgan Downs
Wealth Manager
Read Bio
Roman Chiokadze
Wealth Manager
Read Bio
Lucas Morreale
Wealth Manager
Read Bio
Jerry Fiess
Wealth Manager
Read Bio
Susan Pasqualone
Office Manager / Client Service Associate
Read Bio
Ivy Storaci
Client Service Associate
Read Bio
