OUR TEAM

Teamwork makes your dream work.

Larry Berman

Co-Founder, Chief Investment Officer, Portfolio Manager

Jared Rabinowitz

Founding Partner, Advisory Board Member

Mike MacMillan

Managing Partner, Associate Portfolio Manager

Brett Rabinowitz

Managing Partner, Client Experience & Business Development

Catherine Dorna

Chief Compliance Officer, Portfolio Manager

Monique Madan

Head,
Financial Life Strategies

Emmy Mestancik

Senior Administrator

Brandon Berman

Head Trader

Stay connected.
Subscribe to our newsletter.
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Connect with us.
We look forward to meeting you.
Become a Client

Become a Client!

Fill out the form below to begin discussing how we can help you.
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Close