Investment Consulting Solutions For

Family Office

We assist with evaluating liquidity needs, succession plans and philanthropy goals
Investment Consulting Solutions For

Family Office

We assist with evaluating liquidity needs, succession plans and philanthropy goals

Institutional Investment Management Focus Team |  Family Office

Brooke M. Garcia, CFA

Client Portfolio Manager, Consultant

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Thomas C. Woolwine

Vice Chairman

Whether you’re an Institution looking for investment services or a Manager looking to contribute to our research program, we’re here to help.