TEAM
David Dwek

David Dwek

Chief Executive Officer

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“Integrity is at the heart of who we are. We always do what is right by the client.”

David Dwek

Chief Executive Officer

Laurence  Goldberg

Laurence Goldberg

President

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“Highest quality is the foundation of everything we do; a complete focus on long-term capital is our differentiator.”

Laurence Goldberg

President

Our team has extensive institutional experience, specialized expertise, and a multi-generational capital appreciation mandate.

Alberto Pandolfi

Alberto Pandolfi

Managing Director

Alp Bebasa

Alp Bebasa

Managing Director

Aviram Kalev

Aviram Kalev

Managing Director

Brandon Kaufmann

Brandon Kaufmann

Managing Director

Joel Alsfine

Joel Alsfine

Senior Advisor

MIchele O'Brien

MIchele O'Brien

Managing Director

Reuben Kopel

Reuben Kopel

Managing Director

Saul Nathan

Saul Nathan

Senior Advisor

Thomas Dundon

Thomas Dundon

Managing Director

Francesca Marshall-Moran

Francesca Marshall-Moran

Principal

Kevin Meade

Kevin Meade

Chief Compliance Officer

Arjun Gopinath

Arjun Gopinath

Vice President

Austin Jennings

Austin Jennings

Vice President

Christopher Casella

Christopher Casella

Vice President, Finance

Emily McNeill

Emily McNeill

Vice President

Ryan Snyder

Ryan Snyder

Vice President

James Rose

James Rose

Associate

Nick Delhome

Nick Delhome

Associate

Ross Forman

Ross Forman

Associate

Carter Oppelman

Carter Oppelman

Analyst

Joshua Levin

Joshua Levin

Analyst

Murat Danon

Murat Danon

Analyst

Courtney Rodriguez

Courtney Rodriguez

Executive Assistant

Elizabeth Mansour

Elizabeth Mansour

Executive Assistant

Febelyn Freitas

Febelyn Freitas

Office Assistant

Jeff Hiseley

Jeff Hiseley

Executive Assistant