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Family Offices
Customized wealth management and investment advisory services for individuals, families, endowments, and foundations. Independent fiduciary guidance.
Data as of (this record's last observation) from firm and issuer disclosures, news and newswire. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Kevin Buchert | Partner, Client Advisory | leadership | senior | n/a | yes | fact |
| Roshel Isakharov | Partner, Fixed Income Trader & Portfolio Manager | Direct investments | unknown | n/a | yes | fact |
| Morgan Stanley | Chartered Financial Analyst (CFA) | operations | unknown | n/a | yes | fact |
| Laura Tao | Partner, Research | leadership | senior | n/a | yes | fact |
| Merrill Lynch | State Street Research & Management Co. | other | unknown | n/a | yes | fact |
| Will Dixon | Co-President, Chief Investment Officer | cio | senior | n/a | yes | fact |
| Jyotsna V. Bean | Partner, Client Advisory | leadership | senior | n/a | yes | fact |
| Ned S. Offit | Chief Executive Officer | leadership | senior | n/a | yes | fact |
| Dr. Todd E. Petzel | Chief Economist | other | unknown | n/a | yes | fact |
| Jessica Lin | Partner, Research | leadership | senior | n/a | yes | fact |
| Columbia University (MA) | Chartered Financial Analyst (CFA) | operations | unknown | n/a | yes | fact |
| Queens College-CUNY (BA) | Chartered Financial Analyst (CFA) | operations | unknown | n/a | yes | fact |
| Igal Litovsky | Co-President | leadership | senior | n/a | yes | fact |
| Colby McKenna | Partner, Client Advisory | leadership | senior | n/a | yes | fact |
| Bds Securities | State Street Research & Management Co. | other | unknown | n/a | yes | fact |
| Morris W. Offit | Chairman | leadership | senior | n/a | yes | fact |
| Christina Stirling | Partner, Operations | operations | unknown | n/a | yes | fact |
| Vincent M. Rella | Chief Financial Officer | operations | unknown | n/a | yes | fact |
| Oliver Wyman | Chartered Financial Analyst (CFA) | operations | unknown | n/a | yes | fact |
| Margaret M. Gonzalez | Partner, Firm Administration | operations | unknown | n/a | yes | fact |
| Bucknell University (BA) | Chartered Financial Analyst (CFA) | operations | unknown | n/a | yes | fact |
| Mark C. Abrahamsen | Partner, Client Advisory | leadership | senior | n/a | yes | fact |
| Vito Campasano | Partner, Research | leadership | senior | n/a | yes | fact |
| Allan Ganly | Partner, Research | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Oliver Wyman (Chartered Financial Analyst (CFA)), Queens College-CUNY (BA) (Chartered Financial Analyst (CFA)), Columbia University (MA) (Chartered Financial Analyst (CFA)), Bucknell University (BA) (Chartered Financial Analyst (CFA)), Bds Securities (State Street Research & Management Co.), Laura Tao (Partner, Research), Colby McKenna (Partner, Client Advisory), Roshel Isakharov (Partner, Fixed Income Trader & Portfolio Manager), Margaret M. Gonzalez (Partner, Firm Administration), Allan Ganly (Partner, Research), Vito Campasano (Partner, Research), Kevin Buchert (Partner, Client Advisory).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan