Advisory Team
The Advisory Team provides advisory services on asset selection, portfolio management and risk management to clients.
Hans Bald
Founder and CEO
Joseph Soave
Chief Financial Officer
Mark Golombeck
Co-Founder and Managing Director
Josh Borg, CFA
Co-Founder and Managing Director
Alex Smith
Co-Founder and Managing Director
Raymond Zorovich
General Counsel
Meghan Dinneen
Managing Director
Benjamin Long
Assistant Vice President
Tanya Garrett
Administrative Assistant