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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, Portfolio Manager

Brett Rabinowitz

Managing Partner, Client Experience & Business Development

Catherine Dorna

Chief Compliance Officer, Portfolio Manager

Monique Madan

Head, Financial Life Strategies

Josh Brown

Account Manager, Portfolio Manager

Lara Watts

Client Experience Manager

Emmy Mestancik

Senior Administrator

Brandon Berman

Head Trader

Lauren Richler

Financial Life Strategies – Administrator

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