MAKE OUR TEAM YOUR TEAM.
We are a team of in-house, credentialed professionals with decades of experience providing wealth management, investment, and lifestyle services to guide athletes across every step of financial life.
Cousy Arenado
Senior Client Service Specialist, Senior Associate
Stuart Ashwood
Wealth Advisor, Director
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Morgan Cooney
Senior Wealth Client Service Specialist, Senior Associate
Gregory R. Badowski, CPA, CFP®
Senior Tax Advisor, Director
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Justin Bass, J.D.
Sports and Entertainment Managing Director
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Drew Bryant
Wealth Specialist, Associate
Timothy C. Carneval
CPA, CFP®, MT
Senior Wealth Advisor, Director
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Ryan J. Catanese, CPA, CFP®
Wealth Advisor, Director
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Matthew Cavanaugh
Wealth Advisor, Managing Director
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Tony Davis, CFP®
Wealth Advisor, Director
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Nick Ferrari-Smith, CFP®
Wealth Advisor, Senior Associate
Joseph Geier, CPA
Co-President Sports & Entertainment
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Ryan Grazer
Senior Tax Advisor, Director
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Barry Klarberg, CPA
Senior Managing Director
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Matthew Klarberg
Senior Client Advisor, Managing Director
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Joe Lum, CFP®
Senior Wealth Advisor, Managing Director
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George Lynch
Senior Business Development Officer, Director
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Deidra Manning
Business Operations Manager, Senior Associate
B. Deems May, Jr.
Director of Business Development
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Joe McLean
Chief Growth and Innovation Officer and Co-President Sports & Entertainment
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Gregory Palacorolla, CFP®
Senior Wealth Advisor, Managing Director
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John G. Palguta, CPA, CFP®
Sr. Wealth Advisor, Senior Managing Director
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Levi Satterthwaite
Senior Client Service Specialist, Senior Associate
Tim Schmoll
Wealth Advisor, Senior Associate
Bradley J. Smith
Senior Portfolio Manager, Managing Director
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Steven B. Trax, CPA, CFP®
Co-President Sports & Entertainment
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Brian J. Woods
Senior Wealth Advisor, Managing Director
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