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Who We Are
Services
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Who We Are

We are unabashed champions of helping you create a wealth management strategy that prioritizes happiness over hoarding.

Our Team

Tripp Friedler

Tripp Friedler

CEO

Michael Kirschman

Michael Kirschman

Partner, Consulting and Benefits

Joe Rodriguez

Joe Rodriguez

Chief Financial Officer

Julie Koegler

Julie Koegler

Director of Finance

Andrew Hansel

Andrew Hansel

Director of Investments

Phyllis Tyler

Phyllis Tyler

Associate Director, Compliance and Fund Administration

Donna Smith

Donna Smith

Associate Director, Fund Administration

Cliff Mintz

Cliff Mintz

Alternative Investments Analyst

Alicia Merlino

Alicia Merlino

Associate, Family Office Client Services

Laurel Yarborough

Laurel Yarborough

Associate, Accounting & Fund Administration

Jennifer McKibben

Jennifer McKibben

Associate, Family Office Client Services

Max Rathle

Max Rathle

Associate, Investment Advisory

Neil McAneny-Droz

Neil McAneny-Droz

Neil McAneny-Droz

Associate, Operations

Sydney Sawyer

Sydney Sawyer

Associate, Accounting

Deborah Bradbury

Deborah Bradbury

Office Manager & Executive Assistant

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