Who We Are

Committed to helping our clients achieve their financial goals through expert investment management and personalized financial solutions.

Meet Your Trusted Partners

Our team is made up of individuals from diverse backgrounds who are deeply passionate about our areas of expertise. United by a commitment to performance and client success, we leverage our collective knowledge to deliver exceptional results.

Marcus Trotzenberg

Chief Executive Officer

Jakin Chen

Chief Technology Officer

Victor Contogouris

Chief Operating Officer

Values That Drive Us

01

Unwavering Integrity

02

Diligence

03

Commitment to Excellence

04

Empathy

05

Client Advocacy

Careers

Interested in an internship or full-time position at a young developing financial firm? Please fill out this brief survey, and our team will get in touch with you shortly.